A Kanban board shows work as cards moving across columns, called stages. Use one for a sales pipeline, appointments, project tasks, or the items a digital worker picks up.
Boards are on plans that include Kanban boards. Find them under Library › Kanbans.
1. Create a board
- Click Add, and give the board a Name and Description.
- Choose What is this board for?. This sets the stages and card fields it starts with. You can change all of them afterwards, but not the board type.
- Pick the Currency for card values.
| Board type | What it is for | Starting stages |
|---|---|---|
| Sales pipeline | Opportunities moving towards a close, with a value and a probability per stage. | Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost |
| Appointments | Bookings with a date, a time and an outcome, with confirmations, reminders and calendar sync. | Enquiry, Booked, Confirmed, Attended, To re-book, Closed Won, Closed Lost |
| Project board | Work items with a priority and a due date instead of a deal value. | Backlog, In progress, In review, Blocked, Done |
| Digital worker worklist | What a digital worker has picked up, what it finished, and what it could not. | Picked up, Running, Needs a person, Completed, Failed |
A digital worker can also make its own board: see Manage a worker.
2. Stages
Click Add stage at the end of the board, or open a stage's menu to edit or remove it. Each stage has:
- Stage name and Color.
- Probability (%): how likely a card here is to close. The board uses it for the weighted value.
- Landing here: Nothing — the card stays open, Closes the card as won, or Closes the card as lost. Only mark a stage as closing if a card that reaches it is finished. A stage such as "Blocked" should leave the card open.
- Appointment step (appointments boards): cards move here when that step happens, and dropping a card here performs it.
- Sort order: where the stage sits on the board.
Removing a stage cannot be undone.
3. Cards
- Click + at the top of a stage to add a card there (Add deal).
- Drag a card to another stage to move it.
- Click a card to edit it. Click its owner to assign someone else.
- A card that has not changed for a while shows how many days it has been idle.
The top of the board shows Pipeline Value, Weighted Value (each card's value times its stage's probability), Open Deals and Won / Lost.
4. Card fields and products
- Card fields lets you add your own fields to every card. Give each a Label, a Type, Help text, Choices, one per line for a list, a Default, and say whether it is Required and whether to Show on the card face.
- Products (What this board sells) lists what you sell, with a Name, Code and Price. Turn off Still sold rather than deleting an old product.
5. Appointments boards
An appointments board has three views: Board, Diary and To confirm. To confirm lists appointments in the next two days that the client has not confirmed, least recently tried first.
- Offices: the places you see clients, with a Name, Address and Region code.
- Slot pattern: the bookable times each week. For each slot set the Day, From and To times, Whose slot it is, How many fit, and the Venue.
- Reference prefix, Number length and Next number (when you edit the board) set how appointment references look, such as
APT-00001.
Booking, confirming, moving and closing appointments has its own guide: Booking and managing appointments. Reminders are covered in Appointment reminders and WhatsApp replies, and the numbers in The sales dashboard.