New User Onboarding & Training

Using Boards to Manage Your Work

Boards is an easy way to see where your jobs and contacts are in your workflow.

Boards help you stay on top of your leads are in your job process so nothing slips through the cracks. To access your boards, click on Boards in the top menu.

Legacy Navigation Bar
Settings JobNimbus 2023-11-15 at 11.14.21 AM

Jobs Navigation Bar
Settings JobNimbus 2023-11-15 at 11.15.53 AM

Using boards, you can easily see where your clients are in the job process. Each client can be found as a card in one of these columns, or lists. This keeps your whole team on the same page.

Using the board

Click and drag
a card to a new list to update that client's status.

Boards Move Contact


Next, let's talk about how you can use tasks and the JobNimbus calendar to maximize your time.

Tasks and Calendar