How Do I Navigate My Boards on the Web App?

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

To access your Boards:

  • Click on either the Contacts or Jobs tab in the top navigation bar. 
  • Toggle the view to Board.

  • On the Boards Overview page, you will see all of the Boards available to you.

  • Configure the order in which the Boards are listed by dragging and dropping the tiles into place, as demonstrated below.
    • Note: this will only affect your view. The order of the Boards is unique to each team member.
  • When you click into a Board, you can easily navigate between the others without exiting by selecting the dropdown menu next to the title.

  • Refresh your Board by clicking the circular arrow icon to ensure you are viewing the most up-to-date information.
    • If another team member has moved a record into another Status while you are viewing a Board, for example, changes may not be immediately reflected.

Click here to learn about the components that make up a Board.

Details on how to add and edit a Board can be found in this article.