Boards are the central workspaces in Hoops. Rather than storing information in separate modules or disconnected lists, Hoops organizes your work into interactive Boards that track every stage of your customer, sales, and production workflow.

Each Board displays information in rows and columns, making it easy to see the status of every job at a glance while allowing you to drill into the full details whenever needed.

Hoops includes several core Boards, each designed for a different part of your workflow:

Manage leads, opportunities, SalesDocs, SalesPresentations and SalesStores.

Manage production, artwork, purchasing, dispatch, and fulfillment.

Together, these Boards provide complete visibility from the first customer enquiry through to invoicing and delivery.

Each row on a Board represents a record.

For example:

Clicking a row opens the full record, where you can access additional information such as comments, files, activity history, tasks, proofs, invoices, and more.

Columns allow you to track information about each record.

Depending on the Board, columns can be used for:

Status columns are especially powerful because they can also trigger Automations, helping workflows progress automatically as work moves through your business.

Every business works differently, so Hoops allows you to customize your Boards to match your own processes.

You can:

This allows each department to work from a Board that reflects how they operate.

As your business grows, Boards may contain hundreds or thousands of records.

Rather than working from one large list, you can use Filters to display only the records you need, combine multiple filters to create highly targeted workspaces, and save those combinations as reusable Views.

For example, you might create Views for:

Each View can also display only the columns relevant to that team, making Boards cleaner and easier to navigate.

You can export your SalesBoard or JobBoard at any time.

The export reflects exactly what you're currently viewing, including any applied filters, visible columns, sorting, and the active board view. It does not export every SalesDoc or Job in your account.

The export contains the list of records displayed on the board, rather than the full details of each SalesDoc or Job. For example, it exports the columns and information visible in your current view, but not the complete document contents, comments, files, tasks, proofs, or other record-specific data.

This makes it ideal for exporting a focused list of SalesDocs or Jobs for reporting, analysis, sharing with your team, or working with the data in another application.

Tip: Configure your board exactly how you want it first - apply filters, show or hide columns, and select the appropriate view. Your export will match what you see on screen.

Although each Board serves a different purpose, they are all connected.

A typical workflow might look like:

Because every Board is linked, information flows automatically between them, reducing duplicate data entry and keeping your entire team working from the same information.

To get the most from Boards in Hoops, see:

Boards are designed to be flexible, allowing you to build workflows that match the way your business operates while keeping every stage of your sales and production process connected in one place.