Create the template
Name the process, add sections and write one task per line.
An easy-to-adopt flow
From template to completed work, one column at a time
Turn any routine into a visible workflow the team can perform and management can review.
Design the states
Start with Pending and Completed or add stages, colors and owners up to a maximum of ten.
Schedule or start
Link the run to a location, general owner and due date.
Move the cards
Answer, add notes and advance with a button or by dragging to another column.
Review the result
See progress, deadlines, owners and transition history.
For the person performing the work
- Open pending runs.
- Find the cards assigned to your stage.
- Save answers and notes.
- Advance each card to the next state.
For managers
- Define the shared workflow for each template.
- Assign specific users by state.
- Spot overdue or blocked work.
- Review movements and completion rate.