Project Boards

Project Boards provide a visual, Kanban-style interface to manage projects through your pipeline stages. Drag and drop projects between columns to update their status, filter and search to find specific projects, and customize boards to match your workflow.

What is a Project Board?

A Project Board displays your projects as cards organized into columns based on their current stage. Each column represents a stage in your workflow (such as Lead, Estimate Provided, Sold, In Production), and each card represents a single project.

┌─────────────┬─────────────┬─────────────┬─────────────┐
│    Lead     │  Estimate   │    Sold     │ Production  │
│   (3 items) │  Provided   │  (8 items)  │  (5 items)  │
│             │  (6 items)  │             │             │
├─────────────┼─────────────┼─────────────┼─────────────┤
│ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │
│ │ Smith   │ │ │ Johnson │ │ │ Brown   │ │ │ Davis   │ │
│ │ Kitchen │ │ │ Roof    │ │ │ Deck    │ │ │ Siding  │ │
│ └─────────┘ │ └─────────┘ │ └─────────┘ │ └─────────┘ │
│ ┌─────────┐ │ ┌─────────┐ │ ┌─────────┐ │             │
│ │ Wilson  │ │ │ Taylor  │ │ │ Miller  │ │             │
│ │ Bath    │ │ │ Windows │ │ │ Addition│ │             │
│ └─────────┘ │ └─────────┘ │ └─────────┘ │             │
└─────────────┴─────────────┴─────────────┴─────────────┘

Key Features

Feature	Description
Drag and Drop	Move projects between stages by dragging cards
Multiple Boards	Create different boards for different views or teams
Filtering	Filter by division, source, campaign, and custom fields
Search	Find projects by name, ID, or client
Custom Fields	Display relevant custom fields on project cards
Column Sorting	Sort cards within columns by various criteria
Won/Lost Tracking	Capture sale details when projects close

Accessing Project Boards

1. Click Projects in the main navigation
2. Click the Boards tab
3. Select a board from the dropdown, or click Create Board to make a new one

Board Types

Boards can be configured to display different types of records:

• Projects - Track opportunities through sales and production stages
• Permits - Manage permit applications and approvals
• Contacts - View contacts across pipeline stages

Each board displays only one type of record.

Understanding Board Cards

Each card on the board represents a project and displays key information at a glance:

Project Cards Show:

• Project Name/ID - Primary identifier
• Client Name - Associated contact
• Project Address - Location (if enabled)
• Project Types - Category tags
• Custom Fields - Any fields configured for display

Column Headers Show:

• Stage Name - The pipeline stage
• Item Count - Number of projects in that column
• Total Amount - Sum of sold/estimated amounts (where applicable)

Getting Started

1. View an Existing Board - Select a board from the dropdown to see projects organized by stage
2. Move a Project - Drag a card to a different column to change its stage
3. Search - Use the search box to find specific projects
4. Filter - Apply filters to focus on specific subsets of projects

In This Section

• Board Navigation - Moving around and interacting with boards
• Filtering and Sorting - Finding and organizing projects
• Board Configuration - Customizing boards for your workflow
• Project Card Fields - Customize information displayed on cards

Related Topics

• Project Stages - Configure the stages used on boards
• Custom Fields - Add custom data fields to projects