Getting Started
How to getting started with Kanbanify
Sam
Last Update 4 days ago
Go to Kanbanify on the Shopify App Store and click Install. Review the permissions, Kanbanify reads orders, customers, and staff data to build your board and assign work. No customer-facing data is exposed
You'll land on your board immediately. A 14-day free trial starts automatically.
You'll land on your board immediately. A 14-day free trial starts automatically.
Your First Board: What You'll See
Kanbanify auto-creates a default board the moment you install, so you don't start from a blank screen. Every new Shopify order appears in the leftmost column. No manual import, no setup required.
At the top of the board you'll see a Getting Started guide, a dismissible banner with two actions:
At the top of the board you'll see a Getting Started guide, a dismissible banner with two actions:
- Review first order, scroll to and highlights the first order on your board so you can see exactly what a card looks like.
- Customize stages, open Settings so you can rename the default columns to match your workflow.
Set Up Your Stages
Stages are the columns that represent your production workflow. The default board is just a starting point but we highly recommend to
customize it to reflect your actual workflow, to do so:
New orders now appear in your first stage automatically.
You can have as many stages as you need and change them at any time. If you switch on auto-tagging, each stage is also an order tag that you'll see it on the Shopify Order List, so you can filter or search by stage across your whole store also outside of Kanbanify board.
customize it to reflect your actual workflow, to do so:
- Click Settings (gear icon) and open the Board tab.
- Rename existing stages.
- Add more stages if needed.
- Save.
New orders now appear in your first stage automatically.
You can have as many stages as you need and change them at any time. If you switch on auto-tagging, each stage is also an order tag that you'll see it on the Shopify Order List, so you can filter or search by stage across your whole store also outside of Kanbanify board.
Configure Card Details
Orders and Draft Orders boards keep separate card settings. To customize the cards on the board you are viewing:
- Open Settings, then expand Card details.
- Turn each detail on or off:
- Customer shows the customer's identity.
- Internal due date shows and lets you edit the internal production due date. This detail is available only on Orders boards.
- Line items shows the first line item. Choose how it appears:
- Line items — text only shows its quantity and name.
- Line items — thumbnail shows its product image.
- Line items — thumbnail & text shows both.
- Vendor shows vendor names from the order's line items.
- Tags shows order tags and lets you edit them directly on the card.
- Save your changes.
The Uncategorized Stage
If you have pre-existing orders, you will certainly see as the leftmost column Uncategorized. It's a reserved system column, you can't rename or delete it, that catches every order that hasn't yet been associated to one of your custom stages.
Why do orders land here? Because they existed before you defined your Kanbanify stages. Once Kanbanify is installed, new orders start flowing into the first stage automatically.
A 5-minute grace period prevents brand-new orders from flickering in the Uncategorized column before Shopify webhooks assign them properly.
If you install on a store with existing orders and see an a lot of orders in the Uncategorized column, that's normal you need to assign them to the right stage.
Why do orders land here? Because they existed before you defined your Kanbanify stages. Once Kanbanify is installed, new orders start flowing into the first stage automatically.
A 5-minute grace period prevents brand-new orders from flickering in the Uncategorized column before Shopify webhooks assign them properly.
If you install on a store with existing orders and see an a lot of orders in the Uncategorized column, that's normal you need to assign them to the right stage.
The Fulfilled Stage
The Fulfilled stage is a read-only system column that appears
automatically when Shopify reports an order as fulfilled. You don't move
orders into it manually — Kanbanify detects the Shopify fulfillment
status and places the card there.
Key behaviors:
automatically when Shopify reports an order as fulfilled. You don't move
orders into it manually — Kanbanify detects the Shopify fulfillment
status and places the card there.
Key behaviors:
- 72-hour visibility:
Fulfilled orders remain visible on the board for 72 hours after
fulfillment, then age out automatically. This keeps your board clean
without deleting history. - Locked cards: Cards in the Fulfilled column have all actions disabled (no dragging, no reassign, no completion). They're a read-only record.
- From the board: If
you enable Order Completion in Settings, fulfilling an order directly
from the board will move it to the Fulfilled column once Shopify
confirms the status change.
Moving Orders Across Stages
It is really simple, just drag and drop the order from one stage to another.
If you have already a lot of Uncategorized orders to be associated to a stage you can do bulk changes as follow:
If you have already a lot of Uncategorized orders to be associated to a stage you can do bulk changes as follow:
- go to the Order list
- select the orders you want to associate to a stage
- click the three dots button
- click on the Change Kanbanify stage action within the Apps section
- select the target stage
- click Change stage button
Mobile & Tablet
Kanbanify works on phones and tablets. Drag-and-drop is touch-friendly, and the full board adapts to any screen size. You need to install the Shopify official Mobile app and Kanbanify will be there.