What are Cards and Lists?

Identify the different components of your Boards.

Lists are the columns that appear when you view a Board. Depending on the Status(es) you assign to each List will determine what Contacts or Jobs are visible. Select the three dots to the right to edit.

v2 list edit overview

  • Name your List. Typically this coincides with the Status that is associated with it, so you can easily see which Contacts or Jobs are within that Status. Whatever makes the most sense to you is the right way to name a List.
  • Assign a Status to your List. You'll see the options in a "Workflow - Status" format. This dictates what Contacts or Jobs show up in the List, as we mentioned at the beginning. 
    • Example: Because Contact A is a Residential Retail-type Contact in the Job Completed status, the Contact's Car will appear under the Completed Jobs List. 

      v2 list view columns
  • Sort the List to your liking. You can choose from a variety of ways to sort in either ascending or descending order.
  • The Totals will reflect a combined amount between the visible Contacts' or Jobs' Estimate TotalInvoice Total, and/or Outstanding Invoice Total. More than one of these options can be applied.
    • Note: List Totals will only display if the user viewing the board has permission to see that information. For example, if the user viewing the Board doesn't have access to see Estimates, they will not see Estimate Total.

Cards are the white boxes that you see within each List. They contain your Contact or Job information in the way you've customized it. 

v2 card edit view

    • Example: I've chosen Contact Display Name from the template dropdown menu as the title for my Cards. For the first line, I've chosen Contact Type plus Contact Status. I also manually typed in a small arrow symbol to separate the two. The second line contains Other > Sum of all Approved Invoices. The third line shows Other > Sum of Balance Due on all Approved Invoices

      updated card closeup v2
  • The last row from left to right contains the following:
    • How many days the Contact has been in its current Status
    • How many Tasks have been completed out of the number that is currently assigned 
    • The number of Attachments that have been uploaded to the Contact
    • With Contact or Job Scheduling, the record's due date will appear here
    • The picture or initials of the Sales Rep who is assigned to the record
      • The number above the icon represents the total number of team members assigned to the record