Views & Dashboards
Drag work through every stage.
See your records as cards on a board and move them across columns as the work progresses. To do, in progress, done, or whatever stages you name.
Included in every plan · free for viewers & customers.
What board view gives you.
Move a card, move the record
Drag a card from one column to the next and the record's status changes with it. No form, no dropdown, just pick it up and drop it.
Name your own columns
Set stages that match how you work: a sales pipeline, a hiring funnel, a support queue. Rename, reorder, add or drop columns anytime.
Spot the pile-up fast
Every column shows its count and totals, so an overloaded stage or a stalled card is obvious before it becomes a problem.
One connected system
One board, whatever the module tracks.
A board is just another way to see shared records, so the same drag works whether you're moving deals, candidates, or tickets.
Drag a deal to Won, the invoice and handoff fire automatically.
Move a candidate to Offer, HR picks up the next step.
Slide a ticket to Resolved, the customer gets the update.
More in Views & Dashboards.
Every feature comes with every plan, on the same connected data.