Kanban Render Block¶
The kanban board provides a detailed, drag-and-drop view of your deal pipeline. Each stage is a column, and each deal is a card you can move between stages.
How It Appears¶
Ask for a detailed pipeline view:
You
Outsprint AI
Layout¶
The kanban board displays:
- Columns for each pipeline stage, scrollable horizontally
- Column headers with the stage name, deal count, and total value
- Deal cards within each column
Each deal card shows:
- Deal name
- Amount
- Company name
- Owner avatar
- Days-in-stage indicator
Drag and Drop¶
Drag a deal card from one column to another to move it to a different stage. When you drop it:
- A confirmation message appears in the chat: "Move [deal name] to [stage]?"
- Confirm to update the deal's stage
- The card moves to its new column
Column Interaction¶
Click a column header to see a filtered table of all deals in that stage with full details.
Note
The kanban board is available on desktop only. On mobile devices, the pipeline render block (vertical stacked cards) is shown instead.
Pro Tip
Use the kanban board during pipeline review meetings to quickly visualize and update deal stages by dragging cards.
What's Next¶
- Email preview -- View emails inline
- Pipeline view -- Compact stage overview
- Back to render blocks overview
