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      Back to home
      1. Help Center
      2. Boards
      • Boards
      • Automations
        • Event based Automations
        • Time based Automations
        • Automation Recipes
      • Mobile App
        • Calendar
        • Tasks
        • Contacts and Jobs
        • Documents and Photos
        • Estimates
        • Forms
        • Notifications
        • Troubleshooting
      • Getting Started
      • Settings
        • Subscription
        • Templates
        • Company Info
        • General Settings
        • Groups
        • Template Questions
        • Workflows
        • Team
        • Forms
      • Contacts & Jobs
        • Importing Contacts
        • Contact Records
        • Custom Fields
        • Documents & Photos
        • Jobs
        • Subcontractors
        • Suppliers
        • Communicating with Contacts
      • Financials
        • Budgets
        • Credit Memos
        • Material Orders
        • Work Orders
        • Invoices
        • Estimates
        • Payments
        • Taxes
        • Products and Services
      • QuickBooks
        • QuickBooks Online
        • QuickBooks Desktop
        • General QuickBooks Info
      • Integrations
        • API
        • Accurence
        • Beacon
        • BirdEye
        • CompanyCam
        • EagleView
        • Global Payments
        • HailTrace
        • HOVER
        • Leap
        • naturalForms
        • Podium
        • RoofScope
        • SalesRabbit
        • Simplii
        • Spotio
        • SumoQuote
        • Sunlight Financial
        • Xactimate
        • Zapier
      • Calendar & Tasks
        • Syncing Your Calendar
        • Tasks
        • Time Tracking
        • Record Scheduling
        • Your Calendar
      • Reports
        • Custom Reports
        • Built-in Reports
      • Dashboard
        • Classic Dashboard
        • Sales Dashboard
      • App Status
      • Additional Resources
        • General
        • Sales and Financial Information
        • Backing up data
        • The old app
      • Suggestions?
      • WePay

      Boards

      Boards are like a virtual white board. It allows you to easily see where your jobs are in your production process so you can save time.
      • What are Cards and Lists?
      • How can I see my archived Contacts on a Board?
      • How do I add or edit a Board?
      • How do I use Board filters?
      • How can I move a Contact or Job into another Status using the Boards?
      • I used to have a specific Board but can no longer find it. Where did it go?
      • Why can't I move a Card from one List to another?
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