BOARD VIEW
Map Out Project Progress With the Board View
Group tasks, deals, or budgets in columns and move them around the board.
GROUP
Organize your Tasks, Deals, or Budgets
Group a board by status field, task list, assignee or any custom field you applied to the tasks on that particular project.
DRAG AND DROP
Overview the Progress of Your Projects
Drag and drop tasks to change their order, status or assignee. Organize your board view the way is suits your agency the best.
ORGANIZE
Customize Your Board View
Decide on the look of your cards by applying different grouping options and filters if needed.
Automate Your Agency’s
Workflow
Switch from multiple tools and spreadsheets
to one scalable agency management system.
Board View Aggregations
All fields regarding time, such as initial estimates and worked time will be aggregated in Tasks. The same goes for financial information.
Organize Your Deals in Multiple Sales Pipelines
You can add two or more views and group each one by a different custom field to create multiple sales pipelines.
Key Benefits for…
Achieve Your Agency’s True Potential
Switch from multiple tools and spreadsheets to one scalable agency management system.
