📍How to add a Kanban to Navigation Items Panel

There are two ways to add a Kanban to Navigation Items panel as a tab:

• Add Kanban to Navigation Items directly - simple way, but this tab will be visible for current user only.

• Add Kanban as a Lightning Application - more complex way, but this tab will be available for all users; also, this allows to build a page with different components, even two or more kanbans.

Add Kanban Directly

1. Open desired Kanban in Kanbans tab

2. Click menu arrow on Kanbans tab to open pop-up menu

3. Click "Open %Kanban_Name% in New Tab" menu item

4. Kanban will be shown as separate tab. This tab is dynamic and is shown temporary

5. Click menu arrow on this tab to open pop-up menu

6. Click "Add %Kanban_Name% in Nav Bar" menu item

7. Voila! Your kanban is in navigation panel now.

Add a Lightning App with Kanban

1. Open Setup page

2. Find Lightning App Builder

3. Click "New" button in Lightning Pages list

4. Lightning page builder will be opened and page creation wizard will be shown automatically

5. Select "App Page" and go next

6. Give page a name

7. Select "One Region" layout (of course, you can select something another)

8. Click "Done" button to sow a builder with layout set

1. Click "Done" button to show a builder with layout set

2. Drag "Flexi KanBan" component to layout region

3. Copy ID of necessary Kanban (e.g., from it's page URL) and paste it into "Kanban ID" field

4. Your kanban will be shown in component layout

1. Save Lightning page

2. Confirm page activation

3. Activate it for all users or system administrators

4. Click "Save". Popup will appear - click "Finish". You will have an access to that page in spite of what system says, because the App builder will add a proper custom tab itself

1. Go to "Tabs" in Setup and scroll down to the Lightning Page Tabs section

2. See that your Lightning page already has own tab created

Now return to Flexi Kanban application and check Applications and Tabs menu. Your new tab will be there

Click "Personalize Navigation Bar" button and then click "Add More Items" button in proper popup. Add your new tab there:

Now it will be available in the navigation bar: