Mapping data from Planning to Kanban Boards | Community
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February 13, 2026
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Mapping data from Planning to Kanban Boards

  • February 13, 2026
  • 2 replies
  • 11 views

Wondering if anyone has found a way / best practices to tie in the data from the Planning Record types to the Cards on Kanban boards.

Would be great to configure Boards by Workspace, ability to see the name of the Campaign Or Initiative the task is related for starters.

Best answer by Madalyn_Destafney

Hi there, there is currently no tie from Planning to Boards. Boards can only have cards that are connected to tasks or issues, not records. However, there has been some thought to making a Kanban style view as another view type in Planning (alongside calendar, table, timeline) but it would just view your records in that style, would still be separate from Boards. I can’t say if this is definitely on the roadmap at this time but was on the radar in the recent past.

2 replies

kautuk_sahni
Community Manager
Community Manager
February 17, 2026

@Daniel_Clarke ​@Rafal_Bainie ​@KellieGardner ​@Madalyn_Destafney ​

Adding you to the thread in case you have thoughts or best practices to offer on this topic. Your expertise would would be helpful here, thanks!

Kautuk Sahni
Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
February 18, 2026

Hi there, there is currently no tie from Planning to Boards. Boards can only have cards that are connected to tasks or issues, not records. However, there has been some thought to making a Kanban style view as another view type in Planning (alongside calendar, table, timeline) but it would just view your records in that style, would still be separate from Boards. I can’t say if this is definitely on the roadmap at this time but was on the radar in the recent past.

If this helped you, please mark correct to help others : )