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TaskFlow uses different layouts to display data to the user. These are called views and you can switch between them depending on whether you want to view many records, one record or pull a report.
Locate the view switcher underneath the search bar in your control panel. It looks something similar to the screen shot below:
Generally speaking, there are six types of views you will come across:
- Form view (displays a single record)
- List view (displays a list of records)
- Kanban view (displays record cards)
- Calendar view (displays records mapped to a calendar)
- Pivot views (displays your data in a pivot table)
- Graph views (displays your data in a visual graph)
Form views
Introduction
A form view displays a single record together with all of its fields. By default the form view is read-only, i.e. only displaying the fields. If you want to edit the form view, click on the Edit button located just underneath the bread crumbs on the control panel. In edit mode, the fields can be changed. Once you are done editing the record, you can click on Save; also located just underneath the bread crumbs.
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Generally speaking, there are three types of kanban views, each of which has a different purpose:
- Card kanban (displays many records in the form of business cards)
- Swim lanes (displays cards sorted into different columns)
- Dashboards (displays statistics and graphs)
Card kanban
A good example of a card kanban is in the Contacts application. The idea behind it is to organise data in a business card format, showing you an avatar and some basic information. By clicking on a card you will be taken to the form view of that record.
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