Use the Kanban board to track jobs

The Kanban board shows a pipeline's jobs as cards in stage columns. It needs a paid plan.

Pick a board

Choose a pipeline at the top of the page, or choose All pipelines to see everything.

Add a job

1. Choose Add job.
2. Enter a Title and choose the Stage.
3. Optionally set the customer or company, a Value (£), a Due date, a description and who it is Assigned to.

Move a job

Drag a card to another column. Any default tasks for that stage are added to the job, and you may be asked whether to send the customer a message.

Open a job

Select a card to open its panel with:
- Job notes and Activities & Tasks
- the customer and company
- due date, value and status
- the customer portal link, if the portal is on for the pipeline

Statuses

A job can be Open, Won, Lost or On Hold. Recurring jobs show a Recurring tag.

Filter the board

• By date - set a From and To date, or use Today, This week or This month. Choose Clear filter to go back to everything.
• By person - owners and admins can limit the board to particular team members' jobs.

Archive or delete

• Archive takes a finished job off the board but keeps it. Find it later under Archived and return it to the board if you need to.
• Delete removes a job for good.
• A pipeline can only be deleted once it has no open jobs.

Use Manage stages to change a pipeline's stages without leaving the board.