{"id":18348,"date":"2019-04-17T08:32:06","date_gmt":"2019-04-17T06:32:06","guid":{"rendered":"https:\/\/www.minicrm.hu\/help\/?p=18348"},"modified":"2025-06-05T10:21:25","modified_gmt":"2025-06-05T08:21:25","slug":"kanban-a-minicrm-ben","status":"publish","type":"post","link":"https:\/\/www.minicrm.hu\/help\/kanban-a-minicrm-ben\/","title":{"rendered":"Kanban t\u00e1bl\u00e1k a MiniCRM-ben"},"content":{"rendered":"<div class=\"alert alert-danger\">A Kanban t\u00e1bl\u00e1k l\u00e9trehoz\u00e1s\u00e1hoz a Kanban t\u00e1bl\u00e1k kieg\u00e9sz\u00edt\u0151 el\u0151fizet\u00e9se sz\u00fcks\u00e9ges! <a href=\"https:\/\/www.minicrm.hu\/help\/felhasznaloi-jogosultsagok\/\">Korl\u00e1tozott jogosults\u00e1g\u00fa felhaszn\u00e1l\u00f3k<\/a> sz\u00e1m\u00e1ra a Kanban t\u00e1bl\u00e1k nem el\u00e9rhet\u0151k!<\/div>\n<p><iframe loading=\"lazy\" title=\"YouTube video player\" src=\"https:\/\/www.youtube.com\/embed\/f2_KJ0FK72I?si=e4-vWc9Dhu_4Kmsv\" width=\"760\" height=\"415\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><\/iframe><\/p>\n<p><span style=\"font-weight: 400;\">A kanban n\u00e9zetben \u00e1ttekint\u00e9st kaphatsz adatlapjaidr\u00f3l \u00e9s post-it szer\u0171en mozgathatod \u0151ket v\u00e9gig a munkafolyamaton, vizu\u00e1lisan is lek\u00e9pezve azt.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Az adatlapokat a m\u00e1r fel\u00e9p\u00edtett folyamataid l\u00e9p\u00e9sei szerint oszlopokba rendezz\u00fck sz\u00e1modra. Ahogy halad a projekted, egyszer\u0171en tov\u00e1bb mozgathatod a k\u00e1rty\u00e1t a megfelel\u0151 oszlopba.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A k\u00e1rty\u00e1kat szabadon mozgathatod f\u00fcgg\u0151legesen is, \u00edgy egyedi szempontjaid szerint fontoss\u00e1gi sorrendet \u00e1ll\u00edthatsz fel k\u00f6z\u00f6tt\u00fck \u00e9s mindig azt az \u00fcgyfelet vagy projektet viheted el\u0151re, amelyik \u00e9pp a leg\u00e9rt\u00e9kesebb sz\u00e1modra.<\/span><\/p>\n<div class=\"alert alert-info\">A <strong>Kanban t\u00e1bl\u00e1kon<\/strong> a sz\u0171r\u0151k <strong>els\u0151 500 tal\u00e1lat\u00e1t<\/strong> jelen\u00edtheted meg. Ha enn\u00e9l t\u00f6bb tal\u00e1latod van, a sz\u0171r\u0151felt\u00e9teleket m\u00f3dos\u00edthatod, vagy a sz\u0171r\u0151 t\u00e1bl\u00e1zatos n\u00e9zet\u00e9ben v\u00e1ltoztathatod a tal\u00e1latok sorrendj\u00e9t, hogy a k\u00edv\u00e1nt t\u00e1bl\u00e1k megjelenjenek.<\/div>\n<h2><\/h2>\n<h2>Egyedi kanban t\u00e1bl\u00e1k l\u00e9trehoz\u00e1sa \u00e9s m\u0171k\u00f6d\u00e9se<\/h2>\n<p>A k\u00f6vetkez\u0151 l\u00e9p\u00e9sekkel saj\u00e1t ig\u00e9nyeidnek megfelel\u0151 kanban t\u00e1bl\u00e1kat k\u00e9sz\u00edthetsz b\u00e1rmelyik MiniCRM sz\u0171r\u0151b\u0151l.<\/p>\n<h3>1.) K\u00e9sz\u00edts egyedi <a href=\"https:\/\/www.minicrm.hu\/help\/egyedi-szurok-keszitese\/\">sz\u0171r\u0151t<\/a>, add meg a felt\u00e9teleket ha sz\u00fcks\u00e9ges, majd mentsd el.<\/h3>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59187 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.40.59-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.40.59-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.40.59-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.40.59-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.40.59-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.40.59-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.40.59-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/h3>\n<h3>2.) Ment\u00e9st k\u00f6vet\u0151en a 3 pontra kattintva v\u00e1laszd a <em>Megjel\u00f6l\u00e9s kanbannak<\/em> lehet\u0151s\u00e9get.<\/h3>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59189 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.44.37-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.44.37-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.44.37-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.44.37-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.44.37-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.44.37-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.44.37-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/h3>\n<h3>3.) Add meg azt a mez\u0151t, ami a kanban oszlopainak fog megfelelni.<\/h3>\n<p>Itt az adatlap st\u00e1tusza, illetve leg\u00f6rd\u00fcl\u0151 lista t\u00edpus\u00fa adatlapi mez\u0151k k\u00f6z\u00fcl v\u00e1laszthatsz.<\/p>\n<div class=\"alert alert-danger\"><strong>FONTOS<\/strong>, hogy ha az adatlapi mez\u0151 csoporthoz van rendelve, akkor nem l\u00e1that\u00f3 a Kanban t\u00e1bla list\u00e1z\u00e1s\u00e1ban!<\/div>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59190 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.46.12-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.46.12-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.46.12-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.46.12-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.46.12-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.46.12-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.46.12-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>4.) A kanban t\u00e1bl\u00e1n a k\u00e1rty\u00e1k vagyis az adatlapok mozgat\u00e1s\u00e1val v\u00e1ltoztathatod a mez\u0151 \u00e9rt\u00e9keit.<\/h3>\n<div class=\"alert alert-info\">\u00cdgy p\u00e9ld\u00e1ul, ha a St\u00e1tusz mez\u0151t v\u00e1lasztottad ki a Kanban l\u00e9trehoz\u00e1s\u00e1n\u00e1l, minden st\u00e1tusz egy oszlopot jelent. Ha egyik oszlopb\u00f3l \u00e1tmozgatod a k\u00e1rty\u00e1t egy m\u00e1sikba akkor az adatalap st\u00e1tusza is eszerint v\u00e1ltozik. A jobb fels\u0151 sarokban visszat\u00e9rhetsz a kanbanhoz tartoz\u00f3 sz\u0171r\u0151h\u00f6z is.<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59191 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.47.24-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.47.24-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.47.24-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.47.24-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.47.24-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.47.24-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.47.24-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>5.) Megadhatod, milyen adatok (mez\u0151k \u00e9rt\u00e9kei) jelenjenek meg a k\u00e1rty\u00e1kon az adatlapokr\u00f3l.<\/h3>\n<p>Kattints jobb fels\u0151 sarokban a h\u00e1rom pontra majd v\u00e1laszd a Kanban mez\u0151k testreszab\u00e1sa lehet\u0151s\u00e9get!<\/p>\n<div><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-59192\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.49.07-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.49.07-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.49.07-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.49.07-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.49.07-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.49.07-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.49.07-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/div>\n<h3>6.) A felugr\u00f3 ablakban v\u00e1laszd ki a megjelen\u00edtend\u0151 adatokat majd mentsd el a lap alj\u00e1n.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-59193\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.50.47-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.50.47-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.50.47-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.50.47-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.50.47-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.50.47-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.50.47-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<h3>7. Innent\u0151l kezdve minden kijel\u00f6lt adat megjelenik a k\u00e1rty\u00e1kon.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-59194\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.51.08-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.51.08-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.51.08-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.51.08-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.51.08-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.51.08-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.51.08-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n<div><\/div>\n<h2>Hol tal\u00e1lom a kanban t\u00e1bl\u00e1kat?<\/h2>\n<h3>Kattints valamelyik term\u00e9ken bel\u00fcl a <em>Kanban<\/em> gombra \u00e9s v\u00e1laszd ki a k\u00edv\u00e1nt t\u00e1bl\u00e1t.<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-59195 size-full\" src=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.53.45-scaled.png\" alt=\"\" width=\"2560\" height=\"1394\" srcset=\"https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.53.45-scaled.png 2560w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.53.45-300x163.png 300w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.53.45-1024x558.png 1024w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.53.45-768x418.png 768w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.53.45-1536x836.png 1536w, https:\/\/minicrm-wp-help.s3.amazonaws.com\/uploads\/2019\/04\/Kepernyofoto-2025-06-05-9.53.45-2048x1115.png 2048w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Kanban t\u00e1bl\u00e1k l\u00e9trehoz\u00e1s\u00e1hoz a Kanban t\u00e1bl\u00e1k kieg\u00e9sz\u00edt\u0151 el\u0151fizet\u00e9se sz\u00fcks\u00e9ges! Korl\u00e1tozott jogosults\u00e1g\u00fa felhaszn\u00e1l\u00f3k sz\u00e1m\u00e1ra a Kanban t\u00e1bl\u00e1k nem el\u00e9rhet\u0151k! \ufeff A kanban n\u00e9zetben \u00e1ttekint\u00e9st kaphatsz adatlapjaidr\u00f3l \u00e9s post-it szer\u0171en mozgathatod \u0151ket v\u00e9gig a munkafolyamaton, vizu\u00e1lisan is lek\u00e9pezve azt. Az adatlapokat a m\u00e1r fel\u00e9p\u00edtett folyamataid l\u00e9p\u00e9sei szerint oszlopokba rendezz\u00fck sz\u00e1modra. Ahogy halad a projekted, egyszer\u0171en tov\u00e1bb [&hellip;]<\/p>\n","protected":false},"author":42,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2273,2261],"tags":[],"class_list":["post-18348","post","type-post","status-publish","format-standard","hentry","category-kiegeszitok-hu","category-termekek-es-kiegeszitok"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.1.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Kanban t\u00e1bl\u00e1k a MiniCRM-ben - Documenta\u021bie MiniCRM<\/title>\n<meta name=\"description\" content=\"A Kanban t\u00e1bl\u00e1k l\u00e9trehoz\u00e1s\u00e1hoz a Kanban t\u00e1bl\u00e1k kieg\u00e9sz\u00edt\u0151 el\u0151fizet\u00e9se sz\u00fcks\u00e9ges! 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