Orders board
Visual board view for managing and tracking all your orders
Orders are generated when you create a new order. You can view and manage them in two formats: Board or List.
This guide explains how to track and manage orders using the Orders > Board view.
What is a Board?
The Board provides a visual overview to track all orders across every stage of production. This creates shared understanding within your team of each order's current status and progress.
Manage orders by production stage
Each column (or swim lane) on the Board represents a stage in your production workflow.
💡 Dragging an order into a column that schedules parts for production opens the scheduling dialog before the move completes — confirm or cancel there to finish the transition.
View and sort orders
Orders appear as individual cards within each column, representing a specific stage.
Board or List?
Both views show the same orders. Use the one that suits the task:
| Use the Board to | Use the List to |
|---|---|
| See which production stage each order is in | Find an order by its ID |
| Move an order to the next stage by drag and drop | Filter orders by payment status |
| Give the team a shared view of work in progress | Download all order invoices as .xlsx |
Related guides
- Orders list
- Manage and edit orders
- Edit order statuses — create the stages that appear as columns.
- Schedule production runs
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