Pipeline views
The Workflow page shows the same engagements three ways. Pick whichever you think in. Switch via the View menu in the top-right.
| View | Best for |
|---|---|
| Kanban | Visual progress, drag-and-drop stage moves, “what’s where in the pipeline” |
| Table | Sorting by deadline, filtering by assignee, exporting, bulk actions |
| Calendar | Deadline-driven planning, capacity by week or month |
All three views share the same filters — change the filter once and every view reflects it.
Using the kanban view
The default view when you open Workflow.
What you see
- Columns — one column per pipeline stage. The column header shows the stage name and a count of cards.
- Cards — one card per engagement. Card body shows:
- Client name
- Engagement type (for example, “Form 1040” or “Monthly Bookkeeping”)
- Tax year or period
- Priority badge (Low, Medium, High, or Urgent)
- Due date — turns red within 7 days, orange within 14
- Preparer avatar
- Task progress bar (for example, 3/8 tasks completed)
- Blocker count (if any)
- Sticky filter bar — at the top, persists when scrolling.
[Screenshot: Kanban view with cards]
Card colors and emphasis
| Visual | Meaning |
|---|---|
| Red Urgent pulse | Priority = Urgent |
| Orange High badge | Priority = High |
| Red due-date pill | Due in 7 days or less |
| Orange due-date pill | Due in 8 to 14 days |
| Grey card | Status = On hold |
| Greyed with checkmark | Status = Completed (visible in completed column) |
| Greyed with strike | Status = Cancelled |
Drag-and-drop
- Drag a card across columns to change its stage. Subject to gate mode — see Stages & gates.
- Drag within a column to reorder — only affects how cards stack within that column for you (firm-wide sort is determined by the column’s default sort, usually priority and due date).
- Drag to the left or right edge to scroll horizontally.
Keyboard navigation
| Key | Action |
|---|---|
j / k | Down / up within the current column |
h / l | Previous / next column (selecting first card) |
Enter | Open the focused card (engagement detail) |
Space | Toggle drawer (right-side panel) for the focused card |
Cmd+Enter | Advance to next stage |
Shift+Enter | Move to previous stage |
? | Show all shortcuts |
The engagement drawer
Space (or click the side-handle on a card) opens the engagement drawer — a slide-out panel with the engagement’s full state without leaving the board:
- Details (assignees, due date, priority)
- Comments
- Documents
- Activity timeline
- Team
- Blockers
- Tasks
The drawer stays open as you switch between cards — use it for rapid review across many engagements.
Using the table view
Switch to table via View → Table.
What you see
- A sortable table with one row per engagement.
- Columns (toggle via the Columns chooser): Display name (client), Engagement type, Tax year, Stage, Status, Priority, Due date, Preparer, Reviewer, Tags, Last activity, Created at.
- Click any column header to sort — sort persists per user.
- Multi-row select via checkboxes — opens a bulk action bar (assign, set priority, move stage, change status).
[Screenshot: Table view]
Filters
The same filter bar as kanban. In table view, active filters appear as dismissible chips above the table.
Exporting
Top-right corner: Export → CSV or Export → Excel. Exports the current filtered view, all columns, sorted as you have them.
Using the calendar view
Switch via View → Calendar.
What you see
- A monthly calendar with engagements positioned by due date.
- Each engagement appears as a chip on its due date. Color = priority.
- Hover a chip for the engagement’s quick summary (client, type, preparer).
- Click a chip to open the engagement.
- Top of the calendar: Week / Month / Quarter toggles for the time-range granularity.
Best for
- Reviewing what’s due each week of tax season.
- Spotting bunched-up deadlines.
- Capacity planning (“Marcus has 12 returns due Apr 15 — can he handle that?”).
What calendar view doesn’t do
- It doesn’t show stage progress — for that, switch to kanban.
- It doesn’t show every engagement — only those with a due date set. Engagements without due dates appear in a side panel labeled No due date.
Filtering (shared across all views)
The filter bar at the top has:
| Filter | Options |
|---|---|
| Pipeline | Pick a specific pipeline. Default = “All pipelines” (combines into one view per stage name — useful for firms with multiple service lines). |
| Service line | Filter by Tax, Accounting, or Audit. |
| Engagement type | Filter by specific type (Form 1040, Form 1120-S, etc.). |
| Status | Multi-select. Default: Active + On hold. |
| Priority | Multi-select. |
| Preparer / Reviewer / Partner / Assignee | Filter by person. Default = “Anyone”. The dropdown at the very top of the page also has a fast My work filter that shows only engagements where you’re an assignee. |
| Due date | ”Due this week”, “Due next week”, “Due in 30 days”, “Overdue”, or a custom range. |
| Client | Pick a specific client. |
| Tags | Filter by tags inherited from the client. |
Filters combine — within a multi-select filter the values are OR’d, and different filters narrow the results together.
Switching pipelines
The top-left has a Pipeline selector dropdown. Firms with multiple pipelines (one for tax, one for bookkeeping, one for audit) switch between them here. The “All pipelines” option shows every engagement merged into a single board (stages that don’t appear in all pipelines are shown with the pipeline’s icon).
Saving a view
Click Save view (top-right) to save the current combination of filters, columns, and view (kanban, table, or calendar). Saved views appear in the sidebar under Workflow.
Examples worth saving:
- “My work this week” — assignee = me, due-date = this week.
- “Apr 15 watchlist” — status = Active or On hold, due-date on or before Apr 15, priority High or higher.
- “Stuck on intake” — stage = Awaiting docs, days-in-stage greater than 7.
Next
- Stages & gates — what happens when you drag a card across a column.
- Custom pipelines — defining your firm’s columns.
- The engagement detail page — what opens when you click a card.