{"id":28083,"date":"2023-04-12T10:56:10","date_gmt":"2023-04-12T17:56:10","guid":{"rendered":"https:\/\/www.nimble.com\/blog\/?p=28083"},"modified":"2025-07-07T08:47:40","modified_gmt":"2025-07-07T15:47:40","slug":"nimble-releases-workflows-kanban-board-view-on-mobile","status":"publish","type":"post","link":"https:\/\/www.nimble.com\/blog\/nimble-releases-workflows-kanban-board-view-on-mobile\/","title":{"rendered":"Nimble Releases Workflows Kanban Board View on Mobile"},"content":{"rendered":"

Here at Nimble, we are always working towards being a relationship-focused CRM<\/strong> that works for you, so when you ask, we answer!\u00a0<\/span><\/p>\n

Initially, Nimble mobile<\/a> users were only able to view their Workflow pipelines in a list view. We\u2019re excited to announce the release of a <\/span>Kanban Board view of Workflows<\/b> on our Nimble mobile app! With this new view, you’ll have the option to view and manage your Workflows in a graphical view.<\/span><\/p>\n

\n

What Are Nimble Workflows?<\/span><\/h2>\n

Nimble\u2019s Workflow<\/strong> feature enables you and your team to track all of your most important processes in one place.<\/strong> When you receive a new lead, contact, or company, your team can skip the spreadsheets<\/strong> and add them directly to a workflow to begin the nurturing process<\/strong>; moving the person along from stage to stage until a successful outcome is reached.<\/strong> You can read in-depth about Nimble Workflows <\/span>here<\/b><\/a>.<\/b><\/p>\n

\"\"Nimble Workflows can be viewed in two different ways: a list view<\/strong> and a Kanban board view<\/strong>. The list view of your Workflows will show each stage and every contact in that stage in a list, with the beginning of your Workflow at the top of the list and the last stage of your Workflow at the bottom.<\/p>\n

The Kanban board view<\/strong> of workflows gives you a visual flow of your processes.<\/strong> Each stage has its own column which you can drag and drop your contacts<\/strong> through.<\/p>\n

\n

Benefits of a Kanban Board View<\/span><\/h2>\n

Kanban Boards provide a visual of your team\u2019s productivity.<\/strong> Using contact cards, you can track the progress your team is making<\/strong> with leads and contacts from start to finish, so nothing gets lost in the shuffle.<\/strong> With a Kanban board, it is easy to prioritize tasks based on their importance or urgency.<\/strong><\/span><\/p>\n

\"\"<\/a><\/p>\n

Our Kanban Board view of Workflows is highly customizable<\/strong> and can be adapted to meet the specific needs of your team. You can continuously monitor and improve your workflow<\/strong>, making adjustments as needed to improve efficiency and productivity.<\/strong> Managing your projects and tasks has never been easier!<\/strong><\/span><\/p>\n

\n

Selecting a Workflow<\/span><\/h2>\n

To support the addition of a Kanban board view, our mobile UI has slightly changed. To access your Workflows, click the “Workflows” button from the tab selection at the bottom of your screen.<\/p>\n

\"\"<\/a><\/p>\n

You can choose the Workflow you want to work with from a list view. After selecting your Workflow, you will see the <\/span>Kanban-Board UI, <\/b>similar to the desktop view, allowing you to drag and drop your contacts from stage to stage.<\/span><\/p>\n

\n

Viewing the Contact Card<\/span><\/h2>\n

When you select a contact card from the <\/span>Workflow Kanban View<\/b>, you can see <\/span>all of your information on that contact<\/b>, including contact information, contact notices, contact history, create tasks and automation, and more.\u00a0<\/span><\/p>\n

\"\"<\/a><\/p>\n

We hope this update makes it easier for you to <\/span>manage your contacts on the go!<\/b><\/p>\n

\n

What’s Next For Nimble Mobile?<\/span><\/h2>\n

We are constantly striving to improve Nimble for our users! Be on the lookout for upcoming updates to mobile, such as <\/span>mobile Deals redesign<\/strong> to support New Deals functionalities like tags<\/strong>, detailed changelog<\/strong>, and associated messages<\/strong>, <\/span>Kanban Board view for mobile Deals<\/b>, <\/span>and more!<\/b><\/p>\n

\n

Stay In Touch<\/span><\/h2>\n

Keep an eye out for upcoming Nimble Updates, and don\u2019t forget to read about our latest updates by checking out our <\/span>Product Updates Blog<\/i><\/b><\/a>!<\/span><\/p>\n

For a complete overview of using Workflow\u2019s Kanban Boards and lists, feel free to read our <\/span>Support Article<\/i><\/b><\/a>.<\/span><\/p>\n

If you have any questions, please email us at <\/span>care@nimble.com<\/i><\/b><\/a>, or join one of our <\/span>Nimble Onboarding and Best Practices<\/i><\/b><\/a> sessions, held every weekday at 9 AM PT.<\/span><\/p>\n

\n

Try Nimble for Free!<\/span><\/h2>\n

If you do not have a Nimble account yet, we invite you to try it for free for 14 days.<\/a><\/strong><\/p>\n

Stay tuned for more product announcements as we evolve Nimble into the best CRM for Microsoft 365 and Google Workspace Teams.<\/p>\n

<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Here at Nimble, we are always working towards being a relationship-focused CRM that works for you, so when you ask, we answer!\u00a0 Initially, Nimble mobile users were only able to view their Workflow pipelines in a list view. 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