The Project Board provides a visual overview of all your projects, organised by their current stage in the production workflow. This bird's-eye view helps you track project progress and quickly identify bottlenecks across your portfolio.
Navigate to the Project Board from the main projects page by clicking the "View Project Board" button in the top right.
Projects in development are displayed with a blue indicator. Default development stages include:
Planning
Pre-production
Production
Active production projects are displayed with a green indicator. Default production stages include:
Post-production
Delivery
Completed or archived projects are displayed with a grey indicator in a separate archived column.
Use the status filter buttons at the top of the board to show or hide different project statuses:
Development - Shows all development stage columns
In Production - Shows all production stage columns
Archived - Shows the archived projects column
You can enable multiple filters simultaneously to view different stages at once. The board requires at least one status filter to be active.
Each project is displayed as a card containing:
Project image (if set)
Project name
Project reference (if applicable)
Next milestone - Shows the upcoming milestone with days until due and milestone name
Delivery date - Displayed in red if overdue
Project description (truncated preview)
To change a project's stage:
Click and hold on a project card
Drag the card to the desired stage column
Release to drop the card in the new stage
The project's status will automatically update in the system when moved.
To view project details, hover over a project card and click the expand icon that appears in the top-right corner.
Account administrators can customise the project stages to match their organisation's workflow.
Click the "Customise Columns" button in the top-right of the board
Confirm the customisation prompt
The system will create editable copies of the default stages
Click the three-dot menu icon on any column header
Select "Add stage"
Enter the stage name
Optionally select a colour for the stage
Click "Add Stage" to save
The new stage will be inserted after the column where you clicked the menu.
Click the three-dot menu icon on the column header
Select "Edit stage"
Update the stage name or colour
Click "Update Stage" to save changes
Click the three-dot menu icon on the column header
Select "Move left" or "Move right"
The column will swap positions with its neighbour
Click the three-dot menu icon on the column header
Select "Delete stage"
Confirm the deletion
To revert to the default stage configuration:
Click the "Reset Columns" button
Confirm the reset action
All custom stages will be removed and default stages will be restored
Overdue delivery dates - Displayed in red text
Next milestones - Shows countdown in days or "Overdue" status
Stage colours - Custom colours help visually distinguish different stages
Projects are automatically sorted by delivery date within each column
Use the list view button to switch back to the traditional project list
Stage separators clearly divide development, production, and archived projects
Custom stage colors are reflected in subtle background tints for better visual organisation
