FieldSet Kanban
A flexible kanban experience that transforms processes into progress.
Powered by field sets for full visibility and flexibility, GridMate’s FieldSet Kanban component brings structure, clarity, and control to any workflow. From project phases to sales stages, it’s a Kanban experience designed to adapt.
A visual workspace that adapts to your data.
Group your records your way.
Choose any field to define columns. Each column is fully customizable, so you can mirror your team’s exact process in real time.
Custom labels. Clearer communication.
Transform default values into user-friendly column labels. Replace “High” with “Urgent” or “In Progress” with “Underway” to align the board with your team’s terminology.
Search, filter, and scale effortlessly.
Enjoy GridMate’s signature performance across large datasets. Inline search, filters, and pagination ensure you can quickly find what you need - even with thousands of records on the board.
Color-code for clarity.
Use conditional formatting to highlight what matters most. Define rule-based color logic that visually flags key statuses, priorities, or risks at a glance.
Powered by field sets.
Control exactly what appears on each navigation path by mapping the fields. Make changes once, and the updates reflect across all records - instantly and consistently, without extra setup.
See the FieldSet Kanban
in action!
Make the leap from standard to standout.
Unlock the full potential of Kanban views with GridMate - go beyond list views, and bring actionable clarity to any Lightning page.
Frequently Asked Questions
Can I use GridMate internally at a discounted rate?
Yes. We offer discounted internal licenses to partners for hands-on use and demos.
Should we grant a GridMate license to every user?
No, GridMate licenses should be granted only to relevant users. GridMate components can be combined with standard components using visibility conditions in the Lightning App Builder.
We recommend creating a custom permission set, assigning it to licensed users, and then using this permission to control component visibility in the Lightning App Builder. See below:
Does GridMate support Salesforce Classic?
Yes. GridMate has been successfully deployed on Salesforce Classic. See below:
Step-by-step guide available here.
How long does it take to get set up?
You can be up and running in minutes, and creating real value for your customers in just a few days. The setup is fast, and the wins come even faster.
Does GridMate run on tablets?
Yes, GridMate has been successfully deployed on iPad. See below:
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questions?
