WIP Task Board

The Task Board gives you a visual, drag-and-drop overview of every active job in your workshop. Jobs are organised into columns that match your workflow stages — you define the stages, the colours, and the order. Drag a job card from one column to the next as work progresses, and everyone on your team can see at a glance where every job sits.

You'll find the Task Board under WIP > Task Board.

Setting Up Your Workflow

The columns on the Task Board come directly from your WIP Statuses rather than using a calendar as the base. You have full control over what these are — create as many or as few as you need to match the way your business actually works. There are no fixed stages; you design the flow.

Each job shows the Job Number, Customer and Job Detail in addition to any Tags and the Due Date. The Due date is coloured following the rule of Overdue = Red, Due in the next 7 days = Orange, otherwise Green.

Managing WIP Statuses

Go to Settings > WIP Statuses to add, edit, or remove statuses. Each status has a handful of settings:

Name — What appears as the column heading (e.g. "Artwork", "Printing", "Ready for Install").

Colour — Pick a colour using the colour picker. This tints the column header so you can visually distinguish stages at a glance.

Sort Position — Controls the left-to-right order of columns. Lower numbers sit further left. Arrange these to mirror the natural flow of work through your shop — early stages on the left, final stages on the right.

Close Job On Select — Tick this for your final status (e.g. "Completed" or "Installed"). When a job is dragged into this column, it is automatically closed out.

Active — Only active statuses show as columns. If you retire a workflow stage, just deactivate it — existing jobs won't be affected, the column simply disappears from the board.

To add a new status, click Add New Wip Status, give it a name, and save. Then edit it to set the colour, sort position, and other options.

Example: Sign Shop Workflow

Here's how a typical signage or print shop might set up their Task Board to track a job from enquiry through to installation:

With this setup your board reads left-to-right like a production timeline. At the start of the day, your team can scan the board and immediately see how many jobs are in artwork, what's waiting on clients, what's queued for the printer, and what needs to go out the door.

Tips for designing your workflow

Keep it practical. Only create columns for stages where jobs genuinely pause or change hands. If laminating and finishing are always done back-to-back by the same person, a single "Post-Print" column might be enough.

Use "Waiting" columns. A "Waiting Client" or "Waiting Material" column keeps stalled jobs visible without cluttering your production columns. You'll always know at a glance what's blocked and why.

Colour-code by type. Use warm colours (orange, red) for stages that need attention and cool colours (blue, green) for stages that are progressing normally. Pick whatever system makes sense to your team — the key is consistency.

Close Job On Select. Only tick this for your true final status. Once a job is closed, it drops off the active board. If you have separate "Installed" and "Invoiced" stages, you'd typically only close on "Invoiced".

Reading the Job Cards

Each card on the board represents a single WIP job. Here's what you'll see:

Header — The job number and customer name (e.g. "J1228 - HERITAGE GROUP"). Look for icons here too: a red exclamation mark means the job is flagged as Urgent, and an orange pause icon means the job is On Hold.

Body — The job description or order name — enough to identify what the job is without opening it.

Footer — Any tags assigned to the job appear as coloured badges (e.g. "CPG Glue", "Standing Artwork"). A due date badge also appears, colour-coded so overdue jobs jump out immediately: red means overdue, orange means due within 7 days, and green means you have more than a week.

Moving Jobs

Drag a card from one column to another to update its status. That's it — the change is saved immediately, and a note is automatically logged against the job recording what changed and when. Your team doesn't need to open the job, find a dropdown, and change the status manually; just drag.

If you drag a job into a column that has Close Job On Select enabled, the job will be closed automatically.

You can also reorder cards within a column by dragging them up or down. This is handy for prioritising — put the most urgent jobs at the top. The order is saved and will be the same next time you open the board.

Double-click any card to open the full Job Details dialog if you need to see or edit the job in detail.

Right-click a card for a context menu with quick actions: toggle the Urgent flag, toggle On Hold, or add a Note directly.

Filtering and Layout

The toolbar across the top of the board helps you focus on what matters. Every choice you make here is remembered automatically — next time you open the Task Board, your filters and layout will be exactly as you left them.

Refresh

Hit the refresh button to reload the latest data from the server. Useful if other team members have been moving jobs around.

Auto-Resize Swimlanes / Auto-Resize Columns

These checkboxes control whether the board automatically adjusts column widths and swimlane heights to fit your screen. With auto-resize on, the board tries to show everything without scrolling. Turn them off if you prefer a fixed layout.

Scroll To Column

If you have more columns than fit on screen, use this dropdown to jump straight to a specific column.

Status Filter

Quickly show only Released jobs, only UnReleased jobs, or All jobs. This is useful if your workflow separates quoting/estimation (unreleased) from active production (released).

Project Manager Filter

Select one or more project managers to see only their jobs. Great for stand-ups or when a specific PM wants to review their workload.

Swimlane

Swimlanes add horizontal grouping rows across the board. For example, setting the swimlane to Company splits each column into rows per customer, so you can see all of "Heritage Group"'s jobs together across every stage.

Available swimlane groupings: Released Status, Project Manager, Profit Centre, Company, Due Day, Due Week, and Due Month.

Swimlanes are built from the jobs currently on the board, so you'll only see rows for values that actually have jobs. If a field is blank for some jobs, those appear in a "Not Set" row.

Search

Type in the search box to instantly filter cards. It matches against the job number, company name, and order description. Clear the search to show all jobs again.

Smart Filter Reset

If your saved filters ever result in an empty board (for example, you filtered by a project manager who no longer has active jobs), the board automatically resets to show everything. You won't get stuck staring at a blank screen wondering where your jobs went.

Collapsing Columns

Click the chevron arrow (<) next to any column header to collapse it. A collapsed column takes up minimal space and just shows the column name and job count. This is great for hiding completed or early-stage columns so you can focus on the active part of your workflow.

Your collapse preferences are saved — columns you collapse stay collapsed next time you visit.

Your Settings Are Saved Per User

All your Task Board preferences — which columns are collapsed, which filters are active, your swimlane choice, search text, and layout options — are saved in your browser and restored automatically each time you open the board. Every user sees their own personalised view.

If you switch to a different computer or browser, you'll start with the default settings. To reset everything on your current browser, just set each option back to its default (filters to "All", swimlane to "None", search cleared, auto-resize ticked).