> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stchat.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Kanban

> Follow your deals in pipelines with stages, create cards, move them between columns and understand the 5,000-deal limit.

## What it is for

The **Kanban** shows each deal as a card in a column. Each column is a stage of the **pipeline**, for example from "new" to "closed". You see how much money is open and what needs attention today.

## Who can do it

* Create a pipeline and create or change stages: Owner and Admin. For the others the screen says **Only Owners and Admins create pipelines and stages**.
* Create deals and move cards: whoever has access. Anyone who is not a manager can only touch deals they are responsible for: **You can only move deals you're assigned to.**
* Anyone with read-only access sees **Your Kanban access is read-only.**
* Permanently delete a deal: Owner and Admin.

## Where to click

In the menu, open **Kanban**. At the top are the pipeline selector (**Choose pipeline**), the "open" summary, the **Board** / **Forecast** switch, the **Assignee** filter, the **Stages** button, the **Board menu**, the **Search deal…** search and **New deal**.

## Step by step

**1. Create the first pipeline**

With no pipeline, the screen shows **No pipeline yet**. Click **Create pipeline**, write the **Name** (for example Sales or After-sales), choose the **Color** and click **Create pipeline**. The pipeline starts empty.

**2. Create the stages**

Click **Create stages** (or **Stages**). Type the name of the new stage and click **Add**. Drag to change the order. Mark one stage as **Won** and another as **Lost** to close the deal when it enters them. You can set an **SLA** (maximum time in the stage) and a color.

**3. Create a deal**

Click **New deal**. Fill in the **Title**, the **Value**, the **Stage**, the **Contact** and the **Assignees**. Under **Next step**, give the **Action** and **When**. Click **Create deal**. You can also create one with the **Deal** button on the contact card.

**4. Move the card**

Drag the card to another column. **Deal moved** shows up with **Undo**. When you drop it on a **Won** stage, enter the **Final value** and confirm. On a **Lost** stage, choose the reason and click **Confirm loss**. To go back, use **Reopen**.

**5. Filter when the pipeline is big**

Use **Assignee**, the search or **Focus today**, which lists the deals that need you (overdue next action, stalled, past deadline).

## What happens next

* The summary shows the total open value and the number of deals.
* Every stage change is kept in the deal's **History**.
* In the **Forecast**, you see the expected revenue, the conversion per stage and the loss reasons of the last 30 days.

**5,000-deal limit.** The board loads at most 5,000 deals per pipeline. If there are more, the notice **Showing 5,000 of N deals — use the filters to see the rest.** shows up with the **Filter** button, which opens the assignee choice. When the screen does not know the total, the summary shows **5,000+ deals**.

## Common errors

* **No open pipeline. Reload the page.**
* **This pipeline has no stages yet. Create a stage before creating the deal.**
* **Your access does not allow saving in this pipeline.**
* **Give the deal a name.** The title is required.
* **Move the cards out of this stage before deleting it.**
* **The deal has changed. This move can no longer be undone.**
* **Unable to load the board.** Click **Try again**.

## Next step

* [Contact card](https://docs.stchat.app/en/subcontas/ficha-do-contato.md)
* [Tasks](https://docs.stchat.app/en/subcontas/tarefas.md)
* [Contacts](https://docs.stchat.app/en/subcontas/contatos.md)


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