Understanding and Customizing the Job Flow Board

What It Does

The Job Flow Board visualizes job progress through customizable stages of production.

Start Here, Webinar: Streamlining Production with SignTracker’s Job Flow Board 
Video: SignTracker Job Flow
Video: Job Flow Column Setup
Video: Job Flow Board

Why It’s Important

• Improved Visibility: Tracks job statuses in real time.
• Customizable Workflows: Adapts to the specific needs of your business.

How It Helps

• Increases efficiency by highlighting priority jobs.
• Reduces delays by identifying bottlenecks.

Step-by-Step Instructions

1. Access the Job Flow Board:
   • Click Jobs > Job Flow Board. 
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2. Understand Columns:
   • Each column represents a production stage (e.g., Quoting, Pre-Production, Production).
3. Customize Columns:
   • Double-click a column title to rename it.
   • Click the dropdown to add, delete, or reorder columns.
4. Move Jobs Between Stages:
   • Drag and drop jobs to update their stage.
   • Confirm changes to update system-wide records.
5. Filter Jobs:
   • Use the filter options to view jobs by:
     • Assignee
     • Due Date
     • Stage of Production.

Pro Tips

• Use clear, descriptive column names to improve team communication.
• Regularly review and update stages to reflect workflow changes.