Boards overview

A board is a Kanban-style view of your orders. Each order shows as a card, and the cards move across columns that represent the stages of your workflow.

How a board works

Every board has a set of stages laid out as columns from left to right. An order appears as a card in whichever stage it currently sits in. To advance work, you drag a card from one column to the next — for example, from To do to In progress to Done.

Cards summarize the key details at a glance: the order number, customer or supplier, value, due date, and the users assigned to the current stage.

What boards are for

Boards give your team a shared, visual picture of work in flight. Instead of scanning a list, anyone can see what’s open, what’s stuck, and who owns each step. They’re especially useful for teams that hand work between people or departments.

Element	What it represents
Board	One workflow for a single order type
Stage	A column — a step in that workflow
Card	A single order at its current stage

Boards don’t replace your order screens — they’re another way to view the same records. Moving a card updates the order’s stage everywhere.

Next steps

Learn which order types support boards in Boards for sales, purchase, and work orders, then configure stages to match your process.