We’re excited to share a significant update that’s coming your way — Board view is on its way to your CRM!
As part of giving you an even better user experience with SuperOffice, we are continuing to launch functionality to take your work day efficiency one step further. Board view will be available directly in your CRM — at no extra cost — because we believe better tools should be part of your everyday experience.
It's a small upgrade with a big impact: more visibility, better control, and a smoother way to work.
What is Board view?
Board view is a new visual tool designed to give you an even clearer overview, such as for your sales pipeline. It introduces a simple, drag-and-drop layout that lets you easily move sales between stages and stay updated at a glance — whether you’re working alone or as part of a team. This means less time digging for details and more time focusing on the next right step to reach your goals.
For sales users, using Board view for sales in Selections allows gaining greater control by having all sales in view at once, as well as improving the user experience with an intuitive drag-and-drop functionality to move sales between stages. Board view can help users increase sales by improving sales visibility, simplifying updates, and speeding up decision-making as a result of keeping a clear overview at all times.
But Board view is more than just a sales tool. In time, we will also release Board view for Projects and Requests, to keep an easy overview over these in different stages.
Do a walkthrough of Board view
👇Try the Board view interactive demo below! 👇
Board view will help you with:
- Faster decision-making: With all relevant information at their fingertips, teams can make informed decisions quickly, leading to faster completions of sales, projects and requests.
- Greater accountability: The transparency of assignments and progress fosters a sense of responsibility among team members, ensuring everyone is aligned and accountable.
- Boosting team morale: A clear and organized view of work items can lead to increased motivation and satisfaction among team members as they see their progress.
When is it coming?
The first version of Board view in Selections for sales is coming in June, tentatively during week 25.
And this is just the beginning. Board view will later expand to include Board view for requests and projects, helping you stay organized across your entire workflow. More information will follow when we release more functionality. Learn more about Board view in Learn | Docs.
We hope you’ll find it helpful. Keep an eye out — it’s almost here!
Inspiration for how to use Board view
Board view for Sales Representatives
Board view for Sales Managers
FAQs
Q: What does it cost?
A: Board view will be free of charge to all existing SuperOffice users.
Q: How do I switch between Board view and list view?
A: In Selections, simply click the icon next to the orange editing pencil on the top right side. The Board view icon, placed in the middle, looks like this:
Q: Will you be able to set the reason for sold/ lost in this view?
A: Yes, by using the task button in the card.
Q: Can I drag a sale to another subgroup by using drag and drop?
A: Yes, and the card will be updated with the new information.
Q: Can I choose whatever currency I want to see for the sale amount?
A: Yes, you will see the currency on the sale, and you can also choose your preferred currency on the sale total amount at the top of the Board view. To set this currency, go to settings and choose the preferred own currency.
Q: Can I share the link to this specific Board view with other users?
A: No, however, you can share a Selection with them, and if they also view it in Board view, they will see it in the same way as you.
Q: What is the difference between Kanban and Board view?
A: What we call Board view is also sometimes known as a Kanban board. While the two functionalities can be quite similar, we will be calling it a Board view in SuperOffice.