Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Kanban Wizard

What It Is

The Kanban Wizard is the fastest way to get a working Flexi Kanban board up and running. It walks admins through a short, guided setup flow that collects the essential configuration needed to create a functional board — no deep product knowledge required.

Think of it as a bootstrap tool. The Wizard handles the foundational decisions — which object to display, which field to group by, which columns to include, which fields to show on cards — and produces a ready-to-use board in minutes. From there, admins can leave the board as-is or open it in Kanban Studio for deeper customization.

How to Open the Wizard

To launch the Kanban Creation Wizard:

  1. Open the App Launcher in Salesforce.

  2. Search for Flexi Kanban and select the app.

  3. Open the Kanbans tab.

  4. Click New.

This opens the Kanban Creation Wizard.

What the Wizard Does

The Kanban Creation Wizard guides you through seven steps to create a working board:

  1. Board type — choose the type of board to create (Standard Board is the most common starting point)

  2. Board identity — give the board a name, optional description, and color theme

  3. Data and grouping — select the Salesforce object whose records will appear on the board, the field used to group records into columns, and optional column-level summarization fields (such as Amount totals per stage)

  4. Columns — choose which field values become columns on the board (for example, which Opportunity stages to include)

  5. Card fields — select the fields to display on each Kanban Card

  6. Color coding (optional) — apply AI-assisted color-coding rules to help users visually identify important records at a glance; the integrated assistant suggests an initial set of rules that can be reviewed and adjusted later in Kanban Studio

  7. Finalize — review your configuration and generate the board

Once completed, the Wizard generates a fully functional Flexi Kanban board with sensible defaults applied. The board is immediately usable by your team.

Note: The Finalize step includes a Launch Advanced Kanban Builder option. This opens the board directly in Kanban Studio after creation. If you want to view the board first before making further changes, uncheck this option before clicking Finish. The tool referred to as "Kanban Builder" in the app is Kanban Studio — the name is being updated in a future release.

When to Use the Kanban Creation Wizard

The Kanban Creation Wizard is the right starting point when:

  • You are creating a Flexi Kanban board for the first time

  • You need a working board quickly, without configuring every detail upfront

  • You want a solid baseline to refine further in Kanban Studio

It is not a replacement for Kanban Studio — it is the entry point before it. For boards that require custom column configuration, dynamic card styling, workflow automation, or any of Flexi Kanban's advanced capabilities, Kanban Studio is where that work happens.

What Comes Next

After the Wizard creates your board, you have two paths:

  • Use it as-is — the board is immediately functional and ready for your team

  • Open in Kanban Studio — continue configuring the board with the full range of Flexi Kanban's capabilities

For a step-by-step walkthrough of the Wizard using a real Opportunity board as an example, see Build Your First Board in 5 Minutes. To learn what you can do after the Wizard, see Kanban Studio.

Last updated