--- title: "Kanban board for tickets, work orders and sales | attendo" description: "Tickets, work orders or opportunities on a board by status. Drag to move them forward, group by owner or customer, and see the total of every column." url: "https://attendo.me/en/modules/kanban" lang: "en" --- # All your work, column by column 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. - Columns per document type - Totals in amounts or hours - Saved views per person ## Kanban: what it does ### 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. ### Columns for each type 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. ### Groupings you can switch 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. ### Totals per column 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. ### Filters and saved views 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. ## Step by step This is how it is used day to day, on the same document as the rest of the modules. ### Step 1 · Define the columns In Settings, per document type: the statuses your work goes through. ### Step 2 · Open the board From each type’s menu, next to the list and the overdue view. ### Step 3 · Move, group and filter Drag to change status, group by owner or by customer, and read the total of each column. ### Step 4 · Save your view And have it at hand every morning, with your filters and your grouping. ## It fits every area Industry solutions [attendo Ticketing](https://attendo.me/en/ticketing) [attendo CMMS](https://attendo.me/en/cmms) [attendo CRM](https://attendo.me/en/crm) [attendo Field Service](https://attendo.me/en/field-service) [attendo After-Sales](https://attendo.me/en/after-sales-service) [attendo Customer Service](https://attendo.me/en/customer-service) [attendo Projects](https://attendo.me/en/projects) [attendo Flows](https://attendo.me/en/flows) ### Industries that use it - [Facility maintenance and services](https://attendo.me/en/industries/facility-maintenance): The request already knows what the contract covers - [Repair and after-sales service](https://attendo.me/en/industries/after-sales-repair): The part on order, always in view - [IT services and MSPs](https://attendo.me/en/industries/it-services): Every contract with its SLA and prepaid hours - [Manufacturing and industrial plants](https://attendo.me/en/industries/manufacturing): Preventive, corrective and predictive on the same asset - [Elevators and escalators](https://attendo.me/en/industries/elevators): Inspections for the whole portfolio, on autopilot - [Hospitality, retail and multi-site](https://attendo.me/en/industries/multi-site-operations): Preventive work across the network, in view - [And any other business](https://attendo.me/en/industries): attendo can be set up for any line of business. See all industries Use cases by department [Quality control](https://attendo.me/en/use-cases/quality) [Engineering and projects](https://attendo.me/en/use-cases/engineering-and-projects) [Internal IT and employee help desk](https://attendo.me/en/use-cases/internal-it) [Customer service](https://attendo.me/en/use-cases/customer-service) [Sales and after-sales](https://attendo.me/en/use-cases/sales) ## Where it fits (and where it does not) - 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. ## Modules that go hand in hand ### [attendo Tasks](https://attendo.me/en/modules/tasks) Tasks inside the document or standalone, with a date and an owner ### [Gantt chart](https://attendo.me/en/modules/gantt-chart) Plan projects and construction jobs with dependencies and a baseline ### [AI Autopilot (Multiple AI Agents)](https://attendo.me/en/modules/ai-autopilot) Micro-agents that score and prioritize. You take the wheel. ### [Scheduling and calendar](https://attendo.me/en/modules/calendar) The team’s schedule, based on each person’s real working hours ## Glossary terms Support and service ### Ticket backlog Support backlog The ticket backlog is the set of open tickets waiting to be resolved at a given moment. Maintenance ### Maintenance backlog 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 ### Sales pipeline Pipeline The sales pipeline is the set of open sales opportunities, organized by the stage each one is in. [See all 53 glossary terms](https://attendo.me/en/glossary) ## Frequently asked questions ### Does it work for any document type? Yes, for any type with its columns configured. Tickets, work orders, opportunities, complaints or your own types, each with its own columns. ### Can I use the Kanban board on my phone? 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. ### Does the board add up amounts? Yes. Each column shows its total: the amount in a sales pipeline, the hours on a work board. ### Does the AI move the cards? Not on this board: here your team moves them. On the [AI Autopilot](https://attendo.me/en/modules/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. ## Try it with your processes 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. - With your operation, not a generic demo - A real person from our team replies - No cold calls afterwards Would you rather talk first? - Phone [+34 910 053 530](tel:+34910053530) - Email [sales@attendo.me](mailto:sales@attendo.me) - Monday to Thursday 9:30 AM to 6:30 PM and Friday 9:30 AM to 2:30 PM (Spain time)