# Configure Kanban and calendar views

> Configure Kanban grouping, cards, behavior, filters, and calendar data sources, date fields, and default display.

URL: https://www.agencytitan.com/help/views/configure-kanban-and-calendar-views/

Use a **Kanban Board** to group records into columns. Use a **Calendar** when the important question is when records start, are due, or reach another date field.

## Who this is for

Agency team members who build visual work queues or date-based dashboards. Requires **View Layouts** and **Edit Layouts**.

## Before you begin

- Create a view and add a section. See [Create a view](/help/views/create-a-view/).
- For Kanban, choose the record source and field whose values should become columns.
- For calendar, identify at least one record date field to display.

## Add a Kanban board

1. Open the view in the builder from **Settings**, then **Views** ([/settings/views](https://app.agencytitan.com/settings/views)).
2. Drag **Kanban Board** from **Data** into a section.
3. Select the board and expand **General**.
4. Enter a title.
5. Choose **Data Source**.
6. When using process data, choose **Process Definition**.
7. Choose **Column Field**. Each value of this field becomes a Kanban column.

   ![Kanban Board properties with Processes as the data source, a Process Definition selector, and Current Stage as the column field](/docs/screenshots/views-v1/kanban-board-config.png)

## Configure Kanban cards and behavior

- Under **Cards**, choose a title field and optional subtitle field. Turn on badges when cards should show priority or status.
- Under **Behavior**, configure **Enable drag & drop**, **Enable search**, and optional swimlanes.
- Under **Filters**, narrow the board by supported process status, client, or assignee conditions. Stage selection is controlled by **Column Field**.
- Under **Appearance**, adjust how the board is displayed.
- Under **Date Filtering**, choose a date field when the board should follow the view-level date picker.

Select **Save Draft** after the configuration is complete.

## Add a calendar

1. Drag **Calendar** from **Data** into a section.
2. Select the calendar.
3. Under **General**, enter **Calendar Title**.
4. Choose **Month**, **Week**, or **Day** as the default view.
5. Set **Events per day before overflow**.
6. Under **Data**, choose one or more **Data Sources**.
7. Select **Add Dates** and choose the date fields that should create events.
8. Select **Save Draft**.

   ![Calendar properties with Month, Week, and Day defaults, event overflow setting, Data Sources selector, and Add Dates control](/docs/screenshots/views-v1/calendar-config.png)

The calendar preview includes search, Month, Week, Day, and Today controls. It remains empty until at least one date field is selected.

## Choose between Kanban and calendar

| Question | Better block |
| --- | --- |
| Which stage or status is each task in? | **Kanban Board** |
| What work is due this week? | **Calendar** |
| Which owner, client, or status should I focus on? | **Kanban Board** with filters |
| Which dates from several record types should I see together? | **Calendar** with multiple data sources and date fields |

## Expected result

- The Kanban board groups matching records by the selected column field and shows the configured card details.
- The calendar opens in the selected default period and plots each configured date field.
- Blocks configured for date filtering respond to the view-level date picker.

## Troubleshooting

| Symptom | Likely cause | What to do |
| --- | --- | --- |
| Kanban preview shows placeholders | Process definition or grouping field is incomplete | Choose the process definition and **Column Field** |
| Expected Kanban column is missing | Its value is absent from the selected field or excluded by filters | Review the grouping field and filters |
| Cards lack useful context | Title, subtitle, or badges are not configured | Open **Cards** and choose the display fields |
| Calendar is empty | No date field is selected | Select **Add Dates** and choose at least one field |
| Calendar shows the wrong period first | Default view does not match the intended use | Choose Month, Week, or Day under **General** |
| Too many events hide behind overflow | Per-day limit is too low | Increase **Events per day before overflow** |

## Related articles

- [Views and dashboards overview](https://www.agencytitan.com/help/views/overview/): Understand how AgencyTitan views combine tables, Kanban boards, calendars, charts, and metrics into scoped dashboards and work surfaces.
- [Create a view](https://www.agencytitan.com/help/views/create-a-view/): Choose a global, client, or process scope, create the view, and add table, Kanban, calendar, chart, or metric blocks in the builder.
- [Filter and sort view data](https://www.agencytitan.com/help/views/filter-and-sort-view-data/): Configure per-widget filters, condition groups, sorting, limits, and view-level date filtering in a dashboard.
- [Configure charts and metrics](https://www.agencytitan.com/help/views/configure-charts-and-metrics/): Add chart series, grouping, sorting, filters, and metric calculations to build a useful AgencyTitan dashboard.