How to Change Colours for Stages in Kanban View

How to Change Colours for Stages in Kanban View

Introduction

This article describes how to change colours for stages in Kanban view. If you have any questions about this feature, please reach out to the BluRoot team at support@bluroot.ca.

How to Use

Below are the steps on how to change colours for stages in Kanban view:
  1. Go to the Setup Page (⚙️) on the top right of the page next to your profile picture.
  2. Under Customization, select Modules and Fields. 
  3. Hover over Mortgages and select "Stage-Probability Mapping"
  4. Click the checkbox at the bottom of the pop up that says "Enable color for picklist options", you can now edit the colours next to each stage. When finished click save.  
  5. Navigate back to your Mortgages Module and under Actions click on the ⚙️ icon. 
  6. Next to "Header Style", select Multi Color from the picklist.
  7. Click save and you will see each stage change to a different colour.
For a detailed walk-through, please see the following video: