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KANBAN

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KANBAN

What is this for?

The KANBAN plugin provides the column configuration for the kanban view of contracts.

In the contract list you can switch between list view and kanban view. In the kanban view, contracts are shown as cards and can be moved between columns by drag and drop.

Examples of useful columns:

  • "Inquiries" (incoming homepage inquiries)
  • "In preparation"
  • "Confirmed"
  • "Active"
  • "Completed"

Typical day-to-day tasks

  • Create / rename columns
  • Reorder columns
  • Mark the "Inquiries" and "Completed" columns
  • Move cards in the contract kanban view (in the contract plugin itself)
  • Filter cards/contracts (for example, by tenant, time range, or search term)

Step by step

1) Manage columns

1. Open Admin → Kanban (/settings/admin/kanban).
2. You see the list of configured columns ("categories") in their current order.

2) Create a column

1. Enter a new name in the form.
2. Save (POST /settings/admin/kanban).

3) Rename a column

  • Click the pencil icon / "Rename" → enter the name → save

(POST /settings/admin/kanban/{id}/rename).

4) Change the order

  • Use the up / down arrows:
  • POST /settings/admin/kanban/{id}/up
  • POST /settings/admin/kanban/{id}/down

5) Mark the "Inquiries" / "Completed" column

Certain columns have special functions:

  • "Inquiries" column: new contracts from the HOMEPAGE inquiry form land here automatically.

Enable via POST /settings/admin/kanban/{id}/toggle-anfragen.

  • "Completed" column: contracts in this column are often handled separately in lists and statistics.

Enable via POST /settings/admin/kanban/{id}/toggle-abgeschlossen.

> It only makes sense to have one "Inquiries" column and one "Completed" column at a time.

6) Delete a column

  • POST /settings/admin/kanban/{id}/delete
  • Contracts in this column move to the default column.

7) Day-to-day: moving and filtering cards

  • In the contract list, switch to kanban view.
  • Drag a card with mouse / touch into another column.
  • Filters (search, time range, tenant, and so on) apply to both the list view and the kanban view.

Common questions / problems

"Cards can't be dragged"

  • Do you have permission to edit contracts?
  • Check the browser console: if the kanban/move request returns an error, the server may not be running.

"Inquiries from the homepage don't end up in the kanban"

  • Are HOMEPAGE and VERTRAG enabled?
  • Is a column marked as "Inquiries" (toggle-anfragen)?

"The column order is wrong"

  • Adjust the order in the admin area using up/down.

Technical URLs (quick reference)

Admin (/settings/admin/kanban):

  • GET /settings/admin/kanban – overview
  • POST /settings/admin/kanban – create column
  • POST /settings/admin/kanban/{id}/rename
  • POST /settings/admin/kanban/{id}/delete
  • POST /settings/admin/kanban/{id}/up
  • POST /settings/admin/kanban/{id}/down
  • POST /settings/admin/kanban/{id}/toggle-anfragen
  • POST /settings/admin/kanban/{id}/toggle-abgeschlossen

Movement in the contract plugin:

  • POST /vertrag/vertraege/kanban/move – move a card between columns

Notes

  • KANBAN only makes sense if VERTRAG is also enabled.
  • Columns are global per tenant and apply to all users.