FOCUS 01⊙
Kanban and board views
NewIn progressDone
Sales stages
Review conversation, proposal, decision and outcome stages on the opportunity board.
Visual tracking / Sales and task boards
Kanban boards for sales opportunities and tasks
Assess sales opportunity stages and task progress on their respective screens using boards or lists.
PRODUCT VIEW
See how it works.
Hubz uses boards within sales opportunities and tasks. The opportunity board visualizes sales stages, while the task board shows work status; both screens also provide their own lists and filters. Dragging tasks and changing status updates daily progress. The legacy Kanban address redirects to the current opportunity board.
EXPLORE THE PRODUCT
Sample viewKanban and board views
New2
Sales stagesCustomer conversation
DKSample record
Task statusesCustomer conversation
DKSample record
In progress1
Task statusesPreparing the proposal
EDSample record
Completed1
List alternativeTeam review
CYCompleted
01Open the right board
02Narrow the scope
03Keep status current
FROM NEED TO OUTCOME
Where this helps.
A sale's stage and a task's completion status are different business facts. One generic board can blur those meanings.
WHAT YOU CAN WORK TOWARDS
Review sales and day-to-day work visually in their own contexts.
STEP BY STEP
How to use it.
- 01
Open the right board
Use Opportunities for sales stages and Tasks for daily work status.
- 02
Narrow the scope
Apply relevant filters, such as stage and currency for opportunities or assignee, priority and category for tasks.
- 03
Keep status current
Reflect actual progress through the available status tools and return to lists or record details when more information is needed.
INSIDE THE MODULE
What can you do?
FOCUS 02▤
Kanban and board views
NewIn progressDone
Task statuses
Assess pending or progressing work on the task board.
FOCUS 03↗
Kanban and board views
NewIn progressDone
List alternative
Switch the screen's view when a detailed list is more useful than a visual board.
FOCUS 04◇
Kanban and board views
NewIn progressDone
Filtered scope
Narrow board items through existing filters for the relevant team or commercial situation.
IN EVERYDAY WORK
What it looks like in practice.
You review opportunities in a sales meeting and tasks in an operations meeting.
Use the board that matches each meeting's business context.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Plans, permissions and limits.
Basic opportunity and task board views are included in every plan, subject to relevant record and action permissions.
- Kanban is a view of the opportunity and task screens, not a separate third project module.
YOUR QUESTIONS
About this feature.
01Are the sales and task boards the same?+
No. The opportunity board tracks sales stages; the task board tracks daily work status. Each works with its own records and filters.
02Where does the old Kanban link go?+
The legacy address redirects to Opportunities. Use the relevant opportunity or task screen for your work.
RELATED WORKFLOW GUIDES
You may also need these features.
Task recordsManage task title, description, status, priority, date, category and assignee alongside related CRM records.↗Action notificationsReview unread task, email, meeting, event and system items in a current action view.↗Task attachmentsAttach images and supported documents to a task, with upload progress, file size and eligible previews visible.↗
MODULES THAT WORK TOGETHER
Explore related modules.
01↗02↗03↗
Sales pipeline
Track potential work, the customer relationship and its sales stage in the same view.
Tasks and Kanban
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Reports and visibility
Review sales, customer relationships, support, operations and data quality through your existing records.