Boards

A board is a table you shape yourself: shoots, suppliers, anything you track. Each row is an item, and you choose the columns.

Leads, Clients and Companies are boards, so everything here applies to them as well.

Find your boards

Leads, Clients and Companies are in the sidebar under Studio.

Boards you make yourself do not have a sidebar entry yet. Open them at forge.page/app/boards, which lists your CRM boards and your own. It is worth bookmarking.

Make a board

1. Open your boards and choose New board.
2. Give it a Board name.
3. Say what one row is, such as a shoot or a supplier.
4. Leave Start with Status, Owner and Date columns ticked for a head start.
5. Choose Create board.

Columns

Choose Add column and pick a type:

• Basics: Text, Long text, Number, Date, Timeline, Checkbox, Files.
• Labels: Status, Dropdown, Rating.
• Contact: Email, Phone, Link.
• Connections: Linked items, and From linked items, which pulls a value across from a linked board.
• Automatic: Last updated, Created.

Groups

Rows sit in groups. Use a group's menu to Add group, Rename group, change its Colour or Delete group. A board always keeps at least one.

On the Leads board the groups are your pipeline stages, so they can't be added, renamed or deleted.

Views

A view is a saved way of looking at the same rows. Add as many as you need.

• Table: the grid. Every board keeps one.
• Kanban: cards in columns. Needs a status column.
• Calendar: items on their dates. Needs a date or timeline column.
• Form: a public form that adds an item for each answer. Forms can't add clients or companies.

In a view you can search, filter, sort, group rows and choose which columns show. Save to this view keeps the changes, and Save as new view… makes another.

Open an item

Click a row to open it. The panel has four tabs:

• Overview, with every field.
• Updates, for notes.
• Activity, for what has changed.
• Files, for attachments: JPG, PNG, WebP, GIF, PDF, Word, Excel or PowerPoint, up to 10 MB each.

Import and export

More ways to add → Import from CSV brings in a file with a header row. You say what each column is before anything is saved.

• Your own boards take up to 5,000 rows at a time. Clients and Companies take 1,000.
• Files can be up to 5 MB.
• On your own boards, Undo import takes it back.
• On Clients and Leads, a row with no email is kept on a board called Contacts without an email, because a client or a lead needs one. The summary tells you how many, with a link to the board.
• On Clients, a Company column links each client to a company: one you already have with that name, or a new one.

Export as CSV exports what the current view shows.

Moving from another tool? See Moving in from another tool.

On a phone

On a small screen the table becomes a grouped list. Tap an item to open all of its fields.

Limits

Delete a board

Boards you made can be deleted from the board's options, and you can undo it straight away. Leads, Clients and Companies can't be deleted.