Card Management
Create, organize, and track work items across your business workflows
lightbulb What Card Management Does
Transform your business workflows into visual, manageable cards that flow seamlessly through customized phases. Whether you're managing sales leads, support tickets, project tasks, or HR processes, our card system provides the flexibility and visibility your team needs.
view_module Multiple View Formats
Kanban View
Visual board with draggable cards across customizable phases. Perfect for sales pipelines and project workflows.
Table View
Traditional spreadsheet-style interface with sorting, filtering, and bulk operations for data-heavy workflows.
Dashboard View
Summary cards with key metrics and analytics, ideal for executive reporting and performance monitoring.
business Perfect for Every Department
Sales Teams
- arrow_forwardLead cards moving from Prospect → Qualified → Proposal → Closed
- arrow_forwardOpportunity tracking with revenue forecasting
- arrow_forwardCustomer interaction history and follow-up reminders
Support Teams
- arrow_forwardTicket cards from New → In Progress → Resolved
- arrow_forwardPriority levels and SLA tracking
- arrow_forwardCustomer communication thread within cards
HR Departments
- arrow_forwardCandidate cards from Applied → Screened → Interview → Hired
- arrow_forwardEmployee onboarding checklists and progress
- arrow_forwardPerformance review workflows and documentation
Development Teams
- arrow_forwardFeature cards through Backlog → Development → Testing → Released
- arrow_forwardBug tracking with severity and assignment
- arrow_forwardSprint planning and velocity tracking
star Key Benefits
Complete Visibility
See exactly where every work item stands in your process. No more asking "What's the status?" - everything is visual and up-to-date.
Faster Processing
Drag-and-drop interface eliminates clicks and reduces processing time. Move work forward with simple, intuitive actions.
Team Coordination
Everyone sees the same information in real-time. No more email chains or status meetings - coordination happens naturally.
Process Insights
Understand where bottlenecks occur and how long work takes at each stage. Make data-driven process improvements.
play_circle How Card Management Works
Create Cards
Create new work items directly on your board or import from existing systems
Organize Phases
Set up workflow phases that match your business process steps
Move & Track
Drag cards between phases as work progresses, automatically tracking timing and changes
Analyze & Improve
Review metrics and bottlenecks to optimize your workflow performance
settings Advanced Card Features
Smart Tagging
Color-coded tags for priority, category, or any custom classification. Filter and search by tags across your entire system.
Due Date Tracking
Set deadlines and get visual alerts when cards are overdue or approaching deadlines. Never miss important dates again.
Card Templates
Create templates for common work types. Standardize information collection and speed up card creation.
device_hub Related Features
Phase Data Collection
Custom forms for each workflow phase
Task Assignment
Assign cards to team members and track progress
Collaboration
Team communication within cards