How Do I Add or Edit a Board?

On This Page

• Adding a New Board

• Edit an Existing Board

Adding a New Board

• To add a new board, select the + button at the top right of your page, then select Add Board.

• Select if you would like to Import an existing workflow into your Board columns or create a new board from scratch.
  

• Once here, you can:

• Name your Board, choose what type of record you would like the board to display (either Jobs or Job Work Orders) and select the color you would like it to be. 
• Select who you would like the board to be visible to. You can choose to make it visible to All Team Members, Just Me, or Specific Groups.
  • Note: If "Just Me" is selected, no other member of your team will be able to view the Board, even if they are assigned to the records within.
• Customize the title of the Cards that appear within each List by using the Add Field dropdown.
  • You can create your own or choose from Contact/Job-specific fields, including custom fields, as well as select financial records.
• In the Card Description fields, you can customize the body of the Cards that appear within each List.
  • Add up to three lines of information for easy viewing. Similar to the title, you can utilize template fields, text, and financial totals to display the details you want.
• Add Columns to your board to display the cards in by clicking the Add Column button.

• • Add a Column name. These are often correlated with a workflow status, i.e. New Lead, Signed Contract, Estimating, etc.

• • Select the statuses to display in the column. The statuses available in the dropdown are the same as those in your workflows. You can select one or multiple statuses to display.
    • Keep in mind that the records displayed will be those that are in the corresponding workflow.
    • Example: A Job in Workflow A will only display if the column has that Job's current status in Workflow A selected. A Job in Workflow B would not be displayed.
  • Add Totals to the top of your column. These can display information such as the approved Estimate total to quickly reference the amount of potential revenue in a status.
  • Add additional columns by clicking the +Add Column button.

• Filter your Board with the following options:
  • Workflow/Type, Location, Subcontractor, Assignee, Sales Rep
    
  •  You can learn more about how to filter Boards in this article.
    

Editing an Existing Board

• Edit a Board by clicking the three dots in the top right corner and choosing Edit Board from the menu.

  • You will also have the option to Delete a Board entirely or Duplicate a Board.

    • Deleting a Board will not delete any Job or Work Order records from your account. Only the Board itself will be deleted.

• You can also click on the three dots on the Boards List for these same actions.