How do I filter by stage or person responsible?

Above the kanban board you see filter chips: Stage, Responsible, Flow, Service type. Click a chip to show only entries of that type.

Handy to quickly see what's on your plate: filter on your own name and you see only entries you're responsible for.

The Onboarding page is a kanban board on which you visually track the onboarding process of new clients. Per new client,…

Go to Onboarding and click + New entry. Fill in: - Contact name – name of the new client contact - Company name – name …

Open the onboarding entry and use the Link client field. This way the onboarding status is also visible from the client …

Drag the entry card on the board to the desired stage column. Alternative: open the entry and change the stage via the d…

Go to Onboarding → Settings (gear icon top right). You can add, rename, reorder or remove stages. Typical stages for a …

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