Using the Kanban board
The Kanban board provides a visual way to manage your workflow.
Accessing the board
- Go to Jobs in the sidebar.
- Click the Board View tab at the top.
How it works
Each column represents a workflow stage. Jobs appear as cards that you can drag between columns as work progresses.
Card information
Each card displays:
- Client name
- Job type
- Assigned team member's avatar
- Deadline with colour coding (green, amber, red)
- Priority flag if set
Filtering the board
Use the filter bar to show only:
- Jobs assigned to a specific person
- Jobs for a specific client
- A specific job type
- Jobs by priority level
Drag and drop
Simply click and drag a card to move it to the next stage. The timestamp and the user who moved it are logged automatically.
Multiple boards: If you have different workflows (e.g. Tax Returns vs. Company Secretarial), each one gets its own board with relevant columns.