Boards and stages
A board is a set of columns, called stages, that a job moves through. You choose the stages and their order, so a board can be your sales pipeline, your production schedule, or both.
Drag a job from one stage to the next as the work progresses.
Open, won and lost
Every stage is one of three kinds, and this is the part that does more than it looks:
- Open: still live.
- Won: the work is going ahead.
- Lost: it is not.
This is what separates your pipeline from your closed work in reports. A job sitting in an open stage counts as pipeline; won and lost stages take it out.
Weighting your pipeline
Each open stage carries a win probability. A quote you have just sent is worth less than one the customer has verbally agreed to, and setting a probability on each stage lets your pipeline total reflect that instead of adding up every open job at full value.
Won stages count at 100 percent and lost at zero.
Set these once when you build the board. They are a property of the stage, so every job that lands in it is weighted the same way and nobody has to remember to adjust anything.
My Jobs
My Jobs shows a person only the jobs assigned to them. It is the view to point a crew at when a full board is more than they need on site.