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Training › Operations › Lesson 5 of 5

Run work on a workflow board

Set up a board for a process and move a card through it from to-do to done.

1:35 · Captions are part of the picture; there is no sound.

The steps

Find it

  1. Every screen is in the menu on the left. Under CORE, tap Workflows. On a phone, open the menu with the button at the top left first.
  2. Workflows holds your boards: one process each, such as a month-end close, with its steps as columns.

Set up the board

  1. Tap New board. Under Start from, choose Month-end close. The template fills in the name, the columns and the prefix.
  2. Tap Create board. The board opens with its columns ready.
  3. Under Not started, tap + Add card, then tap Title and type September VAT reconciliation.
  4. Tap Add card to put it on the board. It is numbered from the board's prefix, CLOSE-0001 for the first.
  5. As the work moves on, drag September VAT reconciliation into the next column. A column at its limit refuses the drop and says why.

Scenario: a colleague asks where it stands

  1. Tap September VAT reconciliation to open the card.
  2. Tap Add a comment and type Bank lines matched, two queries with the supplier, then tap Comment.

Scenario: someone else takes it over

  1. Tap September VAT reconciliation to open the card, then tap Edit.
  2. Tap Assigned to and choose Nomsa Zulu, then tap Save. The Insights tab shows who is carrying what.

More detail is in the guide.

Check yourself

  1. What does moving a card to Done post to your books?

    • A journal for the card's value
    • Nothing: a workflow card posts nothing to the books
    • An invoice to the card's customer
    Show the answer

    Nothing: a workflow card posts nothing to the books

  2. A column has reached its work-in-progress limit. What happens when you drop another card on it?

    • Ledgr refuses the drop and names the column, the count and the limit
    • The column turns red but takes the card anyway
    • The oldest card in the column is moved out
    Show the answer

    Ledgr refuses the drop and names the column, the count and the limit

  3. Where do the numbers on your cards, such as OPS-0001, come from?

    • They are typed in by hand on each card
    • They copy the invoice number sequence
    • The board's item prefix and a counter that never reissues a number
    Show the answer

    The board's item prefix and a counter that never reissues a number