How to Use Kanban View in Sparkforge Opportunities

By Sparkforge Support Team ·Last reviewed May 3, 2026

Kanban view gives Sparkforge Opportunities a stage-based pipeline board. Collapse and resize stages, sort by default or custom fields, and switch to List View when you need detail. Layout preferences save locally per browser per user.

Tables show every column. Boards show what's actually happening. Kanban view in Sparkforge Opportunities turns your pipeline into a visual board so the team can scan stages, prioritize, and move on without scrolling rows.

What Kanban View Does

Kanban gives you a stage-based pipeline with controls that table views don't — collapsing stages, resizing columns, and sorting. It's better suited for visual workflows. List View is better for detailed row-and-column management.

Why Use It

  • Visual pipeline: See deal progress at a glance by stage.
  • Cleaner workspace: Collapse inactive stages and resize what matters.
  • Faster prioritization: Sort by the field that matches today's focus.
  • Personal layout: Save your column setup in your browser without changing the team's view.
  • Flexible: Toggle between Kanban and List View as needed.

Collapse or Expand Stages

  1. Open Opportunities in Kanban view.
  2. Find the stage column you want to adjust.
  3. Click the stage header control to collapse or expand it.

Collapse rarely-used stages to keep the board tidy. Expand the active ones for high-volume review.

Resize Stage Columns

  1. Hover over the edge of a stage column.
  2. Drag the divider left or right.
  3. Repeat for any other stages.
  4. Double-click the divider to reset a column to default width.

Sort Opportunities

  1. In Opportunities, click Sort at the top of the page.
  2. Pick the field to sort by — default fields or supported custom fields.
  3. Choose Ascending or Descending.

Supported sort fields include:

  • Default: Created On, Last Updated
  • Custom field types: Single Line, Multi Line Text, Dropdown, Radio Select, Number, Monetary, Phone, Date

Saved Layout Preferences

  • Collapsed and expanded stages save automatically.
  • Resized column widths save automatically.
  • Preferences live in your browser local storage.
  • Your changes don't affect other users' views.

Workflow Tips

  • Collapse inactive stages to reduce clutter.
  • Expand and widen the stages you work in daily.
  • Use sorting to bring high-priority or recently updated deals to the top.
  • Switch to List View for detailed row-based review.

Frequently Asked Questions

Do my Kanban layout changes affect other users?
No. Collapsed stages and resized columns save to your browser only. Other users see their own layouts.
What fields can I sort by?
Default fields like Created On and Last Updated, plus supported custom field types: Single Line, Multi Line Text, Dropdown, Radio Select, Number, Monetary, Phone, and Date.
How do I reset a column width?
Double-click the divider between columns to reset that stage column to its default width.
What's the difference between Kanban and List View?
Kanban is a stage-based visual board. List View is a row-and-column table for detailed review. Switch between them depending on the task.
Will my saved layout follow me to a different browser?
No. Layout preferences are stored locally in the browser, so they don't sync across devices or browsers.

Was this article helpful?

Related Articles