What is a Digital Job Board?
A digital job board is a visual way to track your customer jobs and streamline your workflow.
When you first start with Shopflow, you should already have a job board and stages created for you. So we'll start with the basics of what a job board is and how it works. Later we will cover how to cusomize your job boards and stages.
There are 3 main sections to a job board:
- Stages
- Cards
- Filters
What are Stages?
Stages are the columns that you see on your job board. They represent the different stages of your workflow. You can create as many stages as you need to track your jobs. You can also customize the name of each stage to match your workflow.
What are Cards
Cards are the individual jobs that you see on your job board. They represent the different jobs that you are working on. You can create as many cards as you need to track your jobs. You can also customize the name of each card to match your workflow.
What are Filters?
Filters are the different ways you can view your job board. You can filter your job board by:
- Stage
- Customer
- Job
- Date
- Status
- Priority
- Tags