Understanding the Kanban Board

The Kanban board is your primary view for managing orders. Each column represents a stage in your workflow, and orders appear as cards that you can drag between stages.

Board Layout

The board shows:

• Columns - Each stage in your selected flow
• Cards - Individual orders showing order number, customer name, and item count
• Badge counts - Number of orders in each stage

Moving Orders

To move an order to a different stage:

1. Click and drag the order card
2. Drop it into the target column
3. The order stage updates automatically

Stage changes are recorded in the order history and can trigger notifications or webhooks.

Selecting a Flow

Use the flow selector dropdown at the top of the board to switch between different workflows. Each flow has its own set of stages.

Searching & Filtering

Find orders quickly using:

• Search - Search by order number or customer name/email
• Platform filter - Show only orders from specific platforms (Shopify, Etsy, etc.)
• Date range - Filter orders by creation date