@suitecrm_team
We should have kanban board in v8.x for modules like Opportunities and Leads.
Is there anyone know how to build it in v8.x?
note: upvote the topic to get it in SuiteCRM v8.x
A very much required feature!
An inspiration from another CRM I’m using:
Ideally, that would not be hard coded and fixed to two modules.
Ideally, users can just decide, how they’d like to see their data and those options would be available for all modules.
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Not sure if this works in 8.
Yeah, it does not work in v8.x but we want in v8.x
I”m working on it. May be listing on the store 
Oh, that’s awesome 
This would be a great addition to SuiteCRM.
Had a couple of hours free yesterday, thought this was an interesting coding challenge. I’m about 70% there. Got the list of Opps by stage, front end editable, now it’s just a question of layout in cards. Thats purely HTML , CSS and JS. The server side stuff is done.
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Fun historic fact: Kanban boards where promised for v8.0 in 2019:
They’re not that hard to implement, especially when measured against how useful they can be 
I think there’s unfinished code to do that, but it’s been floating around in SalesAgility/SuiteCRM Inc. for ages…
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I’m actually doing it in a surprisingly easy way! Stay tuned, I’ve got it completely working from a front end list and editing point of view. Next step is just the card layout. Not sure if I’ll go as far as drag and drop, but editing the stage on the front end will move the card to the appropriate column (that’’s the plan for version 1 anyway). 
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Wow 
that’s great progress! Keep up the great work 
It’s really freaking awsome! I’ve wanted to do this for years!
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I’ve been building an Opportunity Kanban dashlet for SuiteCRM that’s focused on day-to-day pipeline management, not just visualization. The goal was to stay very close to how reps and managers actually work inside SuiteCRM, rather than bolting on something external.
A few points that line up with what’s been discussed in this wishlist:
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A true front-end Kanban by sales stage (open pipeline only), not a static report
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Inline stage updates with cards moving immediately (no full page refresh)
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Fully respects SuiteCRM security and ACLs (mine vs all, edit permissions, etc.)
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Time-bound views like “This week” or “This month” act as cutoffs, showing everything that should have closed by that point (including overdue opportunities)
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Overdue deals are visually highlighted to surface stale pipeline
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Forecast totals (amount + weighted expected) calculated directly from the visible pipeline
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Designed to work cleanly for both reps and managers
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Works in both SuiteCRM 7 and SuiteCRM 8
I shared a screenshot earlier in the thread, and I’ve now recorded a short preview video below showing how it behaves in practice.
It’s still in active development, but feedback from the community is very welcome — especially around edge cases or things you’d want to see handled differently in a native Kanban-style workflow inside SuiteCRM.
3 Likes
@pstevens Great work
It looks good overall. Are you planning to use the same Kanban board approach for other modules as well?
For example, we could create a similar board for the Leads module based on the status field.
Yes I have plans for leads, cases, projects and project tasks in the future I’ve buit a reusable engine that I can move the core over to other modules. Of course each module has it’s unique properties so you can’t just copy it over from Opps to projects. Projects for example doesn’t really care about the value, it cares about stage, completion date and the number of open/overdue tasks in each project, so while the core engine can be used the layout needs to be setup specific for each module that makes sense for that module. I’m still working on perfecting the Opps one.
I’ve added:
- filter by rep(s) (multi select) for sales managers (this was harder than building the whole thing! two days of troubleshooting to get it to work!)
next up
- stage totals $$/deals
- Maybe front end date/value changes as well, this is a little complex as you get into local currencies and timezones.
- Implement drag and drop vs. stage change dropdown.
- “i” hover to show a popup of further details about the deal like description, assigned to, account, etc.
- Task action icons like “send an email” , “create a task” in the deal card.
Goal is to make funnel management SUPER easy.
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Hello Paul,
it looks really good and brings a lot of value to the CRM.
That’s currently living on the dashboard as a widget or is it an alternative list view?
As for making it flexible for other modules:
Without configuration, the safest way would probably be to use the few variations of stages / status fields (ideally including the _c ones as well) in order to automatically build the columns.
With configuration, it would be more flexible and could be adjusted to any modules.
Some inspiration from another CRM:
Here’s what I currently have, but my general direction is not to give the user too many options. I want it to be opinionated by design. I find alot of the SCRM plugins are designed by developers for other developers that give way too many options and the end users don’t understand the complexity or how to implement it.
I want to build a tool by a Sales Manager for other Sales Managers. When they install it, it will be ready to go and deliver value right from install. I will have already decided what makes sense in the design. Anyway, that’s the direction I’m taking with design. I don’t want to introduce colors or swimlanes or the ability to add all kinds of other fields and data to the card. “if” they need more data than is on the card, I plan to have a hover effect that will bring up some addtional fields, but again I don’t want this to be any field or custom fields. I want it to be simple and use default fields in SuiteCRM without adding complexity. I want it to work with SuiteCRM 7 and 8 right out of the box.
I recognize this won’t be for everyone, but generally when I consult with a client they tell me “just set it up how you think is best, you’re the expert, that’s what we’re paying you for”. That’s what I’m going for, not just a plugin, but free consulting embeded in the design.
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This is whats we are developing in our plugin. Will provide flexible tool to config with any modules ;).
Really good. I thinks it the best for sales in suitecrm