Dragging moves it forward
Move the card to the next column and the document changes status. It is the same change you would make from the record, without opening it. Sharing out the morning’s work comes down to moving cards.
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Kanban
Every document type has its own board. Drag the card and it changes status, group by owner or by customer, and read each column’s total without exporting anything.
Work and planning
Move the card to the next column and the document changes status. It is the same change you would make from the record, without opening it. Sharing out the morning’s work comes down to moving cards.
A change request goes through Requested, Approved, In progress and Review. A breakdown waits for a spare part before it is verified. Every document type has its own columns, configured in Settings.
Change the grouping without leaving the board: by owner, by customer or by priority. On Friday you look at it by person to see who is overloaded, and on Monday, by customer.
Each column adds up what it holds: deal value in an opportunity pipeline, hours on a work order board. You know how much is in negotiation or still to be done without building a spreadsheet.
Filter without reloading the page and save the view: “my work today”, “at risk”. The OVERDUE tag also shows on the card, so delays are visible from across the room.
How it works
In Settings, per document type: the statuses your work goes through.
From each type’s menu, next to the list and the overdue view.
Drag to change status, group by owner or by customer, and read the total of each column.
And have it at hand every morning, with your filters and your grouping.
Where it is used
Industry solutions
Use cases by department
Honesty
It is not used on mobile. The board is a desktop screen, on purpose: on the phone you work with the list, the record and the agenda.
A document type with no columns configured has no board. The columns are defined first in Settings.
Works with
Tasks inside the document or standalone, with a date and an owner
See attendo TasksPlan projects and construction jobs with dependencies and a baseline
See Gantt chartIt suggests and assigns. A person decides.
Micro-agents that score and prioritize. You take the wheel.
See AI Autopilot (Multiple AI Agents)The team’s schedule, based on each person’s real working hours
See Scheduling and calendarGlossary
Support and service
Support backlog
The ticket backlog is the set of open tickets waiting to be resolved at a given moment.
Maintenance
The maintenance backlog is the pending work that could not be done on time: open work orders, postponed preventive jobs and detected anomalies that are still unresolved.
Sales and customers
Pipeline
The sales pipeline is the set of open sales opportunities, organized by the stage each one is in.
Frequently asked questions
Yes, for any type with its columns configured. Tickets, work orders, opportunities, complaints or your own types, each with its own columns.
No. It is a desktop screen, because dragging cards on a six-inch screen makes for a cramped, useless view. On the phone you have the list, the record and the agenda.
Yes. Each column shows its total: the amount in a sales pipeline, the hours on a work board.
Not on this board: here your team moves them. On the AI Autopilot board, marIA scores and prioritizes each document, and a person can take the wheel at any time. Every operation is logged with its cost, within the spending cap you set.
Request a demo
We will show it to you with your own document types and the way you work. If it is not a fit, we will tell you.
Would you rather talk first?