Using the Job Board Guide

Master the drag-and-drop job board for efficient production management

Getting Started

The Job Board is your central hub for production management. When a sales order is finalized and invoiced, its line items automatically become job orders that appear on the board. This guide will show you how to effectively use the job board to manage your production workflow.

Job Board Layout

Board Structure

  • Columns represent production stages
  • Cards show individual job orders
  • Color-coding indicates priority levels
  • Filters for different views

Production Stages

  • Pre-Production
  • Production Queue
  • In Production
  • Quality Control
  • Ready for Delivery

Job Card Information

  • Order number and customer
  • Product specifications
  • Due date and priority
  • Assigned staff members

Managing Jobs

Moving Jobs

  • Drag and drop cards between columns
  • Update status automatically
  • Track time in each stage
  • Record stage transitions

Assigning Staff

  • Click job card to assign staff
  • Set production managers
  • Track staff workload
  • Monitor performance

Adding Notes

  • Production instructions
  • Quality control notes
  • Customer requirements
  • Internal communications

Production Tracking

Progress Monitoring

  • Track completion percentage
  • Monitor time spent
  • Record quality checks
  • Log production issues

Quality Control

  • Set quality checkpoints
  • Record inspection results
  • Flag quality issues
  • Track revisions

Timeline Management

  • Monitor due dates
  • Track production delays
  • Adjust schedules
  • Send status updates

Board Customization

Custom Views

  • Filter by product type
  • Sort by priority or due date
  • Group by assigned staff
  • Save custom views

Stage Configuration

  • Add custom stages
  • Set stage requirements
  • Configure notifications
  • Define stage workflows

Tips and Best Practices

  • Regular Updates: Keep job statuses current throughout the day
  • Clear Communication: Use notes to document all production details
  • Prioritize Effectively: Use color coding and due dates to manage priorities
  • Monitor Workload: Balance assignments across staff members

Related Resources