Add Participants to Deal (Kanban view)

Description

Currently, the default view for Deals - Kanban view, for each Deal has information:

  • Status of the last activity assigned to deal

  • Deal name

  • Deal value with currency

  • Assigned User (as Person)

  • Assigned Company

There is a need to add information about Participants in this view.

Example

  • Currently, deals in Kanban view look like this:

elements that are not present (i.e. no assigned Company/Person) means that this element is not in it at all

  • In order for Participants to be distinguished from the assigned Person, headers (including Company) should be added to these elements


add. Participants, in the case of a number greater than 1, should have the option of opening a dropdown with a list of users assigned as participants, as is the case with Employees for Companies

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Upvoters
Status

Planned

Board

🧩 Feature Request

Date

Over 4 years ago

Author

Grzegorz Kacperski

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