How to Create Kanban View in Odoo 18 - Odoo Slides

May 9, 2025Download as PPTX, PDF0 likes144 views

The Kanban view in Odoo is a visual interface that organizes records into cards across columns, representing different stages of a process. It is used to manage tasks, workflows, or any categorized data, allowing users to easily track progress by moving cards between stages.

How to Create Kanban View in
Odoo 18
Enterprise

Enterprise
In Odoo 18, the Kanban view displays records as draggable cards in
columns, offering a clear, interactive way to track workflow progress.
Introduction

Enterprise
The Kanban view in Odoo is a visual interface that organizes records
into cards across columns, representing different stages of a process. It
is used to manage tasks, workflows, or any categorized data, allowing
users to easily track progress by moving cards between stages. This
layout provides an intuitive, drag-and-drop system for better visibility
and control over ongoing activities.
Kanban View

Enterprise
1. Define Your Model
2. Create the Kanban View
Steps to Create a Kanban View in
Odoo 18

Enterprise
In Odoo, every process starts with a model representing a business
entity. For this example, we’ll create a model called 'test.model' with
fields like name, description, and state.
1. Define your model

Enterprise
Now let us define the kanban view for ‘test.model’
2. Create the Kanban View

Enterprise
In Odoo, a Kanban view is defined using XML. Key elements include:
Root Element: <kanban> – This element starts the Kanban view and
defines key attributes like responsiveness, quick creation options, and
sample data behavior.
Fields: <field> – These tags display specific model fields on Kanban
cards. You can apply classes, styles, and widgets to format the field
data.
Explanation of Kanban View Attributes

Enterprise
Templates: <templates> – Define the layout of each card. The card
template is used to organize how fields appear, with HTML and CSS
controlling the visual structure.
Progress Bars: <progressbar> – Used to visually represent progress or
states, with colors assigned to different states for a quick overview.
Footer Section: – Organize fields within footer section of the card, often
using <div> tags for layout control.
Explanation of Kanban View Attributes

Enterprise
Now let us add related action and menu item .
Explanation

Enterprise
This XML snippet defines an action and menu item:
Action:
Creates a window action for test.model with Kanban and Form views.
Links the Kanban view using view_id.
Menu Item:
Adds a "Products" menu item to access the test.model using the defined
action.
Explanation

Enterprise
Designing a Kanban view in Odoo 18 is a straightforward and
efficient process that can greatly improve your team's performance
and streamline workflow management. By following a few simple
steps, you can customize the Kanban view to meet your specific
needs, resulting in a more organized and productive workspace.
Conclusion

For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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