Build a workflow that works the way your business does.
The SalesBoard and JobBoard are at the heart of Hoops, giving you complete visibility and control over every stage of your sales and order management process. Rather than forcing your team to adapt to predefined workflows, Hoops allows you to build boards that reflect how your business operates.
Whether you're managing sales opportunities, artwork approvals, production, purchasing, or dispatch, every stage of your workflow can be customized to suit your team.
Customize your boards by:
Creating columns that represent your unique workflow
Defining custom statuses for every stage of your process
Organizing statuses into meaningful workflow categories
Building Saved Views so each team member sees only what's relevant to them
Configuring automations to eliminate repetitive tasks and keep work moving
Displaying the information that matters most to your business
As your business grows and your processes evolve, your boards can evolve with you—ensuring Hoops continues to support your team without the need to change the way you work.
💡Pro tip: Don't worry about getting everything perfect on day one. Start by building the workflows you use every day, then continue to refine, automate, and optimize your processes as your business evolves. Hoops is designed to grow with you.
Step 1: Open a Board
Open either your SalesBoard or JobBoard from the main menu.
This is where you'll customize your workflow.
Step 2: Add Your First Column
Hover over a column header and click the + icon to add a new column.
Hoops supports four column types:
Status – Track workflow stages or defined labels
Date – Track deadlines and important dates
Text – Store notes and additional information
Person – Assign ownership and responsibilities
By combining these column types, you can build a board that reflects exactly how your team manages work.
Step 3: Customize Status Columns
Status columns are one of the most powerful ways to manage your workflow.
You can:
Add new statuses
Rename existing statuses
Change status colors
Reorder statuses using drag and drop
When you're finished, click Apply to save your changes.
Step 4: Rename and Reorder Columns
Make your board your own by giving columns meaningful names.
Simply click a column heading, enter a new name, and press Enter to save it. Your changes are immediately visible to everyone in your Hoops workspace.
You can also drag and drop columns into a new position, or use the ⋯ menu to pin important columns to the left or right of the board.
Step 5: Filter Your Board
Once your board is organized, use Filters to focus on exactly what you need to see.
For example, you might create views for:
Jobs waiting for artwork
Orders ready for production
Jobs awaiting Invoice
Your own assigned work
High-priority opportunities
Filters help remove the noise so you can focus on the work that matters most.
Step 6: Save Your Views
After applying filters, click Save View to create a reusable view.
Saved views are available in a single click and can be renamed or deleted at any time.
Many teams create dedicated views for different departments or stages of their workflow, making it easy for everyone to see what's relevant to them.
Step 7: Adjust Your Layout
You can further customize each view by:
Switching between Compact and Comfortable row heights
Showing or hiding columns
Saving these layout changes to the current view
This makes it easy to create focused workspaces for different teams without changing the underlying board.
Build Hoops Around Your Business
Your boards are designed to grow with your business.
Experiment with different columns, views, and layouts until they reflect the way your team works best. As your processes change, you can continue refining your boards to keep Hoops working the way you do.
👉 Next Article: Invite Your Team to Hoops