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The pipeline view displays projects as a kanban board with columns for each milestone in a project type. Use it to see at a glance where every project stands and to move projects between milestones.

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Open the pipeline view

Each Kanban view appears as a tab on the Projects page. Click a tab (for example, Annual review or New client onboarding) to open its board.
Every Kanban view is connected to one project type. Its columns come from that project type’s milestones.

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Create a Kanban view

1

Click Add view

On the Projects page, click the button beside the view tabs.
2

Choose the view settings

Enter a view name, use Share view to choose where it appears, and select Kanban under Layout.
3

Select a project type

Choose the project type whose milestones should become the board’s columns, then click Create view.
Hover over a view tab and click the button to rename the view, move it left or right, or delete it.

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How the pipeline works

Each column represents a milestone in the project type, displayed in order from left to right. Projects appear as cards in the column matching their current milestone. Each column header shows the milestone name with a color indicator. Cards show the project name, client, assignee, and progress information.

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Compact view

Toggle between full and compact card layouts using the view mode buttons in the pipeline header. Full mode shows detailed progress bars for each milestone, comments count, and time in the current milestone. Compact mode shows only the project name, client, assignee, and a single progress bar.

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Move projects between milestones

Drag a project card from one column and drop it into another to move the project to that milestone. Slant creates tasks for the new milestone automatically, just as it would when completing a milestone through the normal flow. For project types with Require milestones in order enabled, you cannot drag a project past the next milestone. Move the project through the preceding milestone first. The pipeline view has the same filter chips as the list view:
  • Status — in progress, overdue, completed, or cancelled
  • Assignee — a specific team member or unassigned
Click Filter to add additional conditions, including Created by to show only projects you created or that were created by a specific team member, and Completed date with relative operators like Last week, Last month, Last quarter, or Last year. Use the search bar to find projects by name or client name.

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Preview a project

Click a project card to open a preview panel on the right. The panel shows the project details, tasks, form responses, and comments. Click the icon in the panel header to open the full project detail page.

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FAQ

On the Projects page, click Add view, select the Kanban layout, and choose the project type. You can create more than one named view for a project type.
Column order matches the milestone order in the project type settings. To change the column order, reorder the milestones in the project type configuration.
Yes. Moving a project to a new milestone creates tasks for that milestone, the same as completing a milestone through the standard flow.

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Next steps

Managing projects

Complete milestones and track progress

Project types

Configure the milestones used as Kanban columns