Collaborate effectively by keeping your live boards organized and up to date. Managing your boards ensures that you have the most relevant data at your fingertips and that your team remains aligned.
Key Features for Managing Boards
1. Create Boards
Start fresh by creating a live board that suits your needs:
Blank Board: Build your board from scratch by manually adding shipments or orders.
Automated Board: Use filters (e.g., route, carrier, date range) to automatically populate a board with shipments that match your criteria.
2. Edit and Delete Boards
Keep your boards current and relevant:
Edit Boards:
For manual boards, you can edit which orders or shipments appear on the board by adding or removing them individually.
For automatic boards, filters and layouts cannot be modified after creation, but you can still update the board by adjusting your shipment data to meet the pre-set criteria.
Delete Boards: Remove boards that are no longer useful to ensure your workspace remains tidy.
3. Add Shipments or Orders
Populate your boards with shipment or order data:
Manually Add Data: Select specific shipments or orders to appear on the board.
Automatically Add Data: Use pre-set filters to allow shipments to populate the board as they meet the criteria.
Manual vs. Automatic Boards
Manual Boards: These allow you to manually select which shipments or orders appear on the board, giving you full control.
Automatic Boards: These pull shipments or orders into the board automatically based on the filters you set during creation.
Difference Between Shipments and Orders
Orders: Represent purchase orders, which may contain multiple shipments.
Shipments: Refer to the movement of goods, such as containers or air waybills (AWB), that are tied to orders.
Managing your live boards effectively ensures your team stays organized and has access to the most relevant data for decision-making. Let us know if you need help managing your boards!