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Learn how to customize your Boards with columns, filters, and views.
Table of Contents
- Editing Columns
- Editing Filters
- Creating Views
- Duplicating Boards
- Sharing Boards
- Starring Boards
- Pinning Views
- Grouping Data on Boards
What is a Board?
A board is a list of objects such as an order, quote, task, or manifest.
Editing Columns
Add, arrange, and adjust the columns in your list how you want, so you are always looking at the information you need to get the job done. You can also freeze columns you want to keep visible when scrolling.
Click through the interactive video below for a step-by-step guide.
Editing Filters
Filters scan your data and return the required information that meets your specified criteria. They are used to temporarily hide or sort information. You can add multiple criteria, include or exclude results from a search, or find exact matches.
You can also group by fields like status, customer, etc. to better segment your data.
Click through the interactive video below for a step-by-step guide.
Creating Views
Saved Views are a quick and easy way to access saved searches which you may need to access more than once. You can create simplified workflows unique to your business, so your team can easily navigate to the information they need.
Click through the interactive video below for a step-by-step guide.
Duplicating Boards
Due to the diverse responsibilities within your team, we provide flexibility in managing and organizing data or information. You have the option to have your own workspace. This can be achieved by duplicating boards and personalizing columns, filters, and views according to your needs.
Click through the interactive video below for a step-by-step guide.
By default, the duplicated board is shared with no one except yourself.
Sharing Boards
Occasionally, you may need to collaborate with your colleagues by utilizing your current data. You have the option to share you board either with particular individuals or with everyone. You also retain the ability to withdraw access whenever necessary.
Click through the interactive video below for a step-by-step guide.
You cannot edit access on the original board.
Starring Boards
Within your organization, there might be numerous boards, but not all of them are pertinent to your work. Hence, you have the capability to mark certain boards as favourites or "star" them for easy access and quick reference.
Click through the interactive video below for a step-by-step guide.
This is user-specific. Only you can see the boards you have starred.
Pinning Views
In a board, you have the option to pin a specific view, which then becomes the default view. Whenever you navigate away from the page and return to it later, the pinned view will be immediately displayed, allowing you to quickly access relevant data and view it according to your preferred layout.
Click through the interactive video below for a step-by-step guide.
This is user-specific. Only you can see which view you have pinned, even if it's on a public board.
Grouping Data on Boards
Organize your data more effectively by grouping rows within a board. Grouping allows you to see related information together at a glance and makes it easier to analyze patterns or manage workloads.
You can group by fields such as Driver, Customer, Status, Pickup State, and more, depending on the board type.
Examples of how to use grouping:
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Group by Driver to balance workloads across your team
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Group by Status to focus on what’s active, delayed, or completed
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Group by Pickup State to plan routes more efficiently
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Group by Customer to track order volume and invoice in bulk
Click through the interactive video below for a step-by-step guide.
This functionality is available on any board and works alongside your columns, filters, and views. Once grouped, remember to Save your view so you can quickly return to it later.