What Are the Different Components of a Board?

On This Page

• Boards on Web
  
  • Columns
  • Cards
• Boards on iOS
  • Lists
  • Cards
• Boards on Android
  • Lists
  • Cards

Boards on Web

Columns

• The sections within a Board are called Columns. The Status(es) you assign to each Column will determine what Jobs are visible.

• To configure a Column, select the three dots at the top of the Board you are viewing and click Edit.

• Then, scroll down to the Columns section. Within the Edit window, you can:

1. Click and drag
2. Name your List.
   1. Typically, this coincides with the Status that is associated with it, so you can easily see which Contacts or Jobs are currently assigned to that Status. Whatever makes the most sense to you is the right way to name a List.
3. Assign a Status to your List. 
   1. You'll see the options formatted as "[Workflow] - [Status]". This will dictate what Contacts or Jobs show up under the List, as previously mentioned. 
4. Add Totals shows the total amount between the visible Jobs' Estimate Total, Invoice Total, Outstanding Invoice Total, Parent Estimate Total, Parent Invoice Total, or Parent Outstanding Invoice Total. You may apply more than one of these options at a time. 
   1. Note: Only approved Estimates will be counted toward the combined "Estimate Total" dollar amount shown. 
   2. These Totals will then show at the top of the List on your Board.
   
5. Sort the List to your liking.
   1. You can choose from a variety of ways to sort the items in either ascending or descending order.

• Click Save at the bottom of the window to save your changes. 

Cards

• The white boxes that you see under each List are called Cards. They contain your Job information in the way you have customized it.

• You can edit the Board to configure the properties as outlined below:

• You can select what information to display on your card in the Add Field dropdown menus next to the Title and Description fields. The card preview on the right will show you how that information will look when it is displayed on the card.
  
  

• The row at the very bottom of a Card cannot be adjusted. It contains the following data by default, in order from left to right:
  • The number of days the Job 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 users assigned to the record, including:
    
    • Assignees (sorted by last name)
    • Sales rep
    • Subcontractors (sorted by last name)
      

• • You can hover over the assigned users on the card to show a full list of all the users assigned to the record.

Boards on iOS

When you navigate to Boards on the iOS Mobile App, you will see:

1. The Type of Board.
2. The Title of the Board.
3. The number of Cards within that Board.
   1. This number does not account for archived Cards. In other words, if only archived Cards exist within that Board, the number will reflect a zero.
4. The number of Columns within that Board.

Columns

Once you select a Board, you will see:

1. The Title of the Board.
2. The Title of the column as well as the number of Cards within and any totals that have been added to the column.
3. The Job Card(s).

Cards

Each Card presents the following details about that specific Contact or Job:

1. The name of the Job record.
2. The initials or profile picture of the Assignee(s).
3. Customized information you have configured through the Web App.
   1. Details about this can be found here.
4. In order from left to right: 
   
   1. The number of days the record has been in its current Status.
   2. The number of completed Tasks out of the total number related to the record.
   3. The number of attachments (Documents and Photos) associated with the record.

Boards on Android

When you navigate to Boards on the Android Mobile App, you will see: 

1. The Type of board (Contacts [the person icon], Work Orders [the briefcase icon], or Jobs [the tool icon]).
2. The Title of the Board.
3. The number of Columns within that Board.
4. The number of Cards within that Board.
   1. This number does not account for archived Cards. In other words, if only archived Cards exist within that Board, the number will reflect a zero.

Lists

• Once you select a Board, you will see:

  

1. The Title of the Board.
2. The Title of the column as well as the number of Cards within and any totals that have been added to the column.
3. The Job Card(s).

Cards

1. The name of the Job record.
2. The initials or profile picture of the Assignee(s).
3. Customized information you have configured through the Web App.
   1. Details about this can be found here.
4. In order from left to right: 
   
   1. The number of days the record has been in its current Status.
   2. The number of completed Tasks out of the total number related to the record.
   3. The number of attachments (Documents and Photos) associated with the record.