How do boards work?

Tracking anything across your construction operation is as easy as creating a tracking board for your specific needs. You can create tracking boards for any purpose. Examples include tracking your project bids, customer leads and deal stages, active projects and project updates, field tasks and progress, material orders and shipments, job recruiting, or even a personal to-do list.

Boards in Ontraccr consist of two main pieces:

1. Cards

2. Board

Every board is designed to track a set of cards, which represent the type of information you are trying to track. For example, cards can be created for customer leads, project bids, field tasks, material shipments, or a candidate for a job you’re trying to fill. 

Each board consists of 'statuses', which represent the different stages or columns in the board. 

For each card you create, you can decide exactly what kind of information you need to track for the specific activity. You can include any type of field such as text, image or file attachments, calculations, multiple choice selections, and much more. Each field can even be configured to be required or optional.

It's important to keep in mind that, in order to create a board, you must first design the card that you'd like to use for the board.