The board: records spread across the stages
3 min read · By Stefan Köhn
The board shows the records of one entity spread across the stages of a pipeline. Every column is a stage, every card a record. It reads left to right, as a path.
The columns are your process
What you see here is what you laid out in the pipeline. Above each column stand its name, the number of records in it and, when a number field is chosen, their sum. A description on the Setting up a stage appears next to the name and says what a record here means.
What a card shows is up to you
Under Fields in the toolbar you choose which details the cards carry. The choice is yours and applies to this entity, not to the team. Added to that is the time in stage: how long a record has been sitting in its column. That is often the most useful number on the board, because it shows where things get stuck.
Moving a card fires things
Dragging a card into another column sets the stage, and that is an event: automations on the Stage entered or Stage left trigger start from it. The same change through the menu on the card does the same thing and is the way that works without a mouse.
The Unassigned column
It holds records with no stage, usually fresh in through the API. It sits at the end because the board reads as a path and these records are nowhere on it yet. You cannot drag anything into it; out of it you can.
The toolbar
Search, filters, sorting, card fields and the switch to the list. Filters and search apply the same way in both views, so you lose nothing by switching.
Step by step
- Pick the entity and the pipeline at the top left.
- Use Fields to show the details you need while working.
- Click a card to open the Working a record.
- Drag cards between columns as the state changes.
How do I move a record without a mouse?
Through the menu on the card. It lists the same stages and fires the same automations.
What does the green bolt on a stage mean?
An automation lives there, and the number next to it counts its steps. Green means running, grey means switched off. Stages without one show nothing; the way to a new one is in the menu beside it. See Automations.
Where does the sum under a column come from?
From a number field of your choosing, set on the pipeline or differently on the single Setting up a stage. With no field chosen nothing is shown; a 0 would be a claim about numbers nobody has.
Why does a column not show all records?
Long columns load more as you go, otherwise the board would have to draw thousands of cards at once. The foot of the column says how many follow.
When should I use the list instead of the board?
When you touch many records at once. The list sorts by every column and allows multi-select with bulk actions.
Can I move several cards at once?
In the list yes, through multi-select. On the board you drag one at a time.