Boards

How Do I Navigate My Boards on the Mobile App?

Know where your jobs are at during any point of the process by visualizing workflows through the use of Boards on the go.

For iOS

Accessing Boards

  • Click on the Boards tab at the bottom of your screen.
  • This will navigate you to the Boards Overview page.



  • Select the filter button (the three horizontal lines) at the top of the page to access the drop down menu to filter board types



     
  • You can also search for a specific Board by typing the name into the search bar above the list view.

  • Select a Board to view the Lists and Cards within. 



    1.  Title of the Board
    2. The title of the list as well as the number of Cards within
    3. The Contact/Job Card(s)


  • Click on the < Boards button in the top left to return to the overview page at any time.



For Android

Accessing Boards

  • Click on the Boards tab at the bottom of your screen.
  • This will navigate you to the Boards Overview page.



  • Select the filter button (the three horizontal lines) at the top of the page to access the drop down menu to filter board types

     

  • You can also search for a specific Board by clicking on the magnifying glass icon and typing the name into the search bar above the list view.

  • Select a Board to view the Lists and Cards within. 



    1.  Title of the Board
    2. The title of the list as well as the number of Cards within
    3. The Contact/Job Card(s)
  • Click on the <- button in the top left to return to the overview page at any time.

Check out this article for details on how to move your Cards.