Managing Personal Labels in Kanban
Salesforce introduced personal labels as a way for users to organize and track their records individually. You can read more about Salesforce’s standard implementation of record labels in the official Salesforce documentation.
Flexi Kanban takes this concept further by integrating personal labels directly into the Kanban Board experience.
With Flexi Kanban, you can:
View personal labels on your Kanban cards.
Create new personal labels without leaving the board.
Assign or remove labels from records using an intuitive context menu.
Delete labels you no longer need.
Customize label colors to make them visually meaningful and easier to scan.
Filter and search for records by personal labels.
This article explains how to manage personal labels for records directly in Flexi Kanban.
Displaying Labels on a Card
When designing a Kanban card layout, you can decide where personal labels should appear by dragging and dropping a corresponding element from the left panel onto the card layout canvas.
Viewing Labels on Kanban Cards
Once configured, labels will appear directly on the rendered Kanban cards. For example, you might see labels such as In Progress, Under Review, or Gold Level.
Managing Labels from a Kanban Card
To add, edit, or remove labels on a specific record:
Right-click on the card.
From the context menu, choose Manage Labels.
Assigning and Creating Labels
In the Manage Labels window, you can:
Search and assign an existing label.
Create a new personal label.
Pick a custom color for your label (a feature unique to Flexi Kanban).
Remove labels from the record.
Filtering Records by Labels
Flexi Kanban also supports filtering boards by personal labels. This allows you to focus on specific work items across the board — for example, showing only records marked In Progress or Under Review.
Why This Matters
Personal labels are a lightweight way for Salesforce users to organize their work without requiring admin setup. Flexi Kanban makes them easier, faster, and more visual, turning your Kanban board into a personalized command center.
Last updated