Skip to main content

Boards

The board format organizes records into columns based on status or workflow stages, making it ideal for managing tasks, tickets, and process-driven workflows.

Board structure​

Boards organize data using:

  • Columns - represent different stages, statuses, or categories
  • Cards - individual records that move between columns
  • Drag and drop - move records between stages by dragging cards
  • Column headers - show stage names and record counts

Common use cases​

Board format excels for:

  • Task management - Kanban-style workflow with to-do, in-progress, and done columns
  • Ticket tracking - support tickets moving through resolution stages
  • Sales pipelines - deals progressing through sales stages
  • Project management - work items in different phases
  • Process workflows - any multi-stage business process

Workflow benefits​

Board format provides:

  • Visual workflow - see work distribution across stages at a glance
  • Easy updates - drag cards to update status instantly
  • Bottleneck identification - spot stages with too many items
  • Team coordination - shared view of work progress
Boards

Boards transform linear data into visual workflows that teams can easily understand and manage.