Boards give you a visual, column-based view of orders, estimates, and line-level work. In CoreBridge EVO, Boards are their own module: use Boards in the main navigation (alongside Dashboard, module groups, and Reports) instead of only opening boards from inside Sales or another module. This article covers the boards list, filtering, the board workspace, moving records, and the details side panel.
Table of Contents
- Boards Overview
- Filtering and Searching Boards
- Using Boards
- Moving Items, Estimates, and Orders
- Filtering and Searching Within a Board
- Side Panel Details
Boards Overview
1. Select Boards in the left navigation. The page title is Boards, and the breadcrumb shows Home / Boards.
2. Boards appear in a table with columns Name, Description, and Type. Select a name to open that board.
a. Name - the board name.
b. Description - optional summary text.
c. Type - such as Order, Order Item, Estimate, Estimate Item, Order/Estimate Item, or Order Destination, depending on configuration.
3. Pagination at the bottom (for example Showing 1 - 15 of 49) moves through the full catalog.
4. The Board button next to search starts the New Board flow at Boards / New Board, where you choose a board type and finish setup.
5. The row action button opens Favorite, Delete, and Clone for that board.
Note: Names, descriptions, columns, filters, and layouts are defined in Settings / Boards / Board Setup.
Note: Inactive boards may show | Inactive after the name.
Filtering and Searching Boards
a. Search - find boards by keywords.
b. On the Type header, open Show Filter Menu, pick a type (including Any), then Apply or Clear. Use Hide Filter Menu to close it.
c. Sort from the Name and Description column headers when needed.
Using Boards
1. Open a board from the list. The breadcrumb reads Home / Boards / plus the board name (for example All Active Order).
2. The header shows the board name, a scope such as All Locations, and a menu control beside the title.
3. That menu includes Edit Board, Manage Access (when enabled for your user), Favorite, and Clone. Favorites apply only to your account.
4. Toolbar controls:
a. Search - filter cards or rows on this board.
b. Type: and Columns: chips (for example Type: Order, Columns: Order Status) describe the active configuration.
c. Filter, Sort, and Fields adjust what you see.
d. The paired icons switch between column (card) view and list view.
5. Columns show a title and count; cards show numbers, status, account, and other configured fields.
Moving Items, Estimates, and Orders
1. Drag a card to another column when the workflow allows it.
2. Use menus or controls on the card or row if you prefer not to drag.
3. Use any multi-select or column tools your board exposes to move several records together.
Note: Rules and permissions can block some moves.
Filtering and Searching Within a Board
1. Use the board Search field for text search on the open board.
2. Select Filter to open the Filters panel on the right. It states that filters control which jobs appear; set values (such as status) and apply so only matching records stay visible.
3. Sort and Fields change ordering and visible data on cards or rows.
Note: Available filters, sorts, and fields still come from Settings / Boards / Board Setup for that board.
Side Panel Details
1. Select a card or row to open the details panel on the right.
2. The header links to the record (for example the order). Sections can include Order Details and grouped attributes, with actions such as View Order when applicable.
3. Close the panel to return the workspace to full width.
Note: Side panel content follows the board record type (order, estimate, or line).