Boards and stages
Boards that fit your process
Create separate boards and name columns for your stages of work. Switch between boards and add columns as your process develops.
Manage boards and columns
Create boards, then add or remove columns with the available controls. Choose a stage structure that reflects the work before the team starts adding cards.
Cards and priorities
Cards with useful context
Give a card a title, description, priority, and linked counterparty. Keep the next piece of work understandable to colleagues before moving it to another stage.
Visible priorities
Use low, medium, and high priority labels to distinguish cards.
Customer context
Connect cards to counterparties from your CRM directory.
Daily operations
Saved stages and ordering
Drag cards between columns and reorder them within a column. Changes are saved on the server; a failed move is reverted instead of silently losing the previous position.