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Kanban Board

How do I switch to kanban board view?

Brad Pengelly avatar
Written by Brad Pengelly
Updated over a week ago

Kanban boards are one of the worlds most popular ways to work, and now you've got one right inside your shop management system.

How to switch to Kanban Board view

Kanban board view is available for tasks, quotes, and jobs.

To switch to Kanban Board view, simply click on the Kanban icon. (see below)

Each column on the kanban board represent a status. When viewing the jobs table in kanban, you will need to define which category you wish to work with. i.e Payments, artwork, production, shipping etc.

To do so, click the drop down menu and select your desired category.

Drag and drop a tile on the kanban board to change it's status.

๐Ÿšจ Get the most out of your kanban board with automations - Read the doc

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