Board view & grouping

Switch the Messages table to Board from the toolbar (or the View row of the view summary) to work your chats as a Kanban board.

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How lanes work

Lanes come from a single-select column. Each option of that column becomes one lane; chats with no value sit in a No value lane. Dragging a card between lanes sets the field - it’s the same data as the table, drawn differently.

Because lanes are options, you can:

• rename a lane - double-click it,
• recolour a lane - the Recolor action on the lane,
• add a lane - Add column, type a name. Duplicate names are rejected with “{name} already exists”.

Everything you do to lanes changes the underlying select column, so the table and the analytics update too.

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Creating a new group from scratch

If you don’t have a suitable select column yet, use New group:

1. Click New group in the board header.
2. Enter a Group name, this becomes the column name.
3. Add your lanes (the column’s options). At least one is required.
4. Create group.

This creates a single-select column where each label becomes a board column.

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Group-by in table mode

You don’t need the board to group. The Group row of the view summary sets a grouping dimension for the table as well, and No grouping turns it off. Grouping is saved as part of a view.

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Board on Tickets

Tickets have the same board, and additionally group by the built-in ticket fields:

• Status
• Priority
• Assignee
• any ticket custom select column
• New Group to create one on the spot

See Ticket views, board & bulk.

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When to use which

Situation	Use
Reading and bulk-editing lots of rows	Table
Moving work through stages	Board
Reviewing coverage of a field	Table, grouped, plus Custom fields analytics
A standup screen for the team	Board grouped by Owner or Stage, shared as a view