One of the most powerful features of Hoops is the ability to customize your JobBoard to match the way your business actually operates.
Every business manages work differently. Some businesses focus heavily on artwork approvals, others on purchasing and supplier management, while some need detailed production tracking across multiple departments.
Rather than forcing a fixed workflow, Hoops allows you to build a JobBoard that reflects your process.
By adding columns, creating custom statuses, building Views, and using Automations, you can create a workspace that gives your team visibility into exactly what needs to happen next.
Think About Your Workflow Stages
A great starting point is to consider the major stages a Job moves through before it is completed.
Many businesses create status columns for areas such as:
Artwork
Purchasing
Production
Dispatch
Accounts
Quality Control
This allows each department to manage its own workflow while providing visibility across the entire Job.
For example:
Artwork | Purchasing | Production | Dispatch |
Proof Required | Awaiting Supplier | In Production | Ready to Ship |
Proof Sent | Ordered | Complete | Dispatched |
Approved | Received | On Hold | Collected |
Rather than relying on notes or memory, the JobBoard provides a live view of where every Job currently sits.
Create an Overall Status
One of the most popular customizations is adding an Overall Status column near the front of the board.
This gives users a quick summary of a Job's current state without needing to review every workflow column.
Common Overall Status examples include:
Waiting on Customer
Awaiting Artwork Approval
Ordering Stock
In Production
Ready to Ship
Complete
Many businesses then use Automations to update this status automatically as other workflow columns change.
Track Information Unique to Your Business
Beyond workflow stages, many businesses add columns that capture information specific to their operation.
Examples include:
Equipment or Machine Allocation
Production Area
Installer or Decorator Assigned
Priority Level
Delivery Method
In-Hand Date
Purchase Order Due Date
These custom fields allow your JobBoard to become a true operational dashboard rather than simply a list of Jobs.
Create Department-Specific Workspaces
Once your columns are configured, you can use Filters and Views to create focused workspaces for different teams.
For example:
Artwork Team
Jobs requiring artwork
Proofs awaiting approval
Rejected proofs needing revision
Purchasing Team
Jobs awaiting stock
Outstanding supplier orders
Purchase Orders requiring action
Production Team
Jobs ready to print
Jobs currently in production
Urgent production work
Dispatch Team
Jobs ready to ship
Jobs awaiting collection
Orders dispatched today
This allows each team to focus only on the work relevant to them. For further View ideas see Create JobBoard Views.
Build Automation Around Your Process
As your JobBoard evolves, Automations can be added to reduce manual administration.
For example:
Proof Approved → Move Job to Production
Paid in Full → Notify Production Team
Production Complete → Set Dispatch Status to Ready
Job Dispatched → Notify Customer
The more closely your JobBoard reflects your actual workflow, the more valuable these automations become. See JobBoard Automation Examples for further ideas.
Common JobBoard Columns We See
Many Hoops customers create combinations of the following columns:
Artwork
Purchasing
Production
Dispatch
Accounts
Overall Status
Priority
In-Hand Date
Purchase Order Due Date
Equipment
Decorator
Production Owner
Quality Control
Delivery Method
Collection Status
There is no single "correct" JobBoard layout. The best JobBoard is the one that mirrors how your business operates and gives your team immediate visibility into what needs attention.
As your processes evolve, your JobBoard can evolve with them.