Accessing the Cards View
To open the Cards View:
Go to Tasks Module > Cards View.
The board will display all follow-up tasks company-wide.
KPI Cards
At the top of the board, you’ll see KPI cards that match the rest of the SmartMoving app layout. These cards summarize key task metrics such as:
My Overdue Tasks
My Tasks Due Today
My Tasks Due This Week
My Open Tasks
Using the Cards View (w/ video)
The Cards View organizes tasks into three columns:
Not Started
In Progress
Completed
You can:
Drag and drop tasks between columns as they progress.
Sort tasks using the dropdown menu to view them by Priority, Due Date, or other available options.
Open where the task is or what is associated to by clicking the link icon, this opens the task in a new window, either:
The Sales and Estimates page, or
The Claims module.
Permissions
Only users with permission to view the Tasks module can access the Cards View. To review or update permissions:
Go to Settings > Company Settings > Roles & Permissions.
Locate the role you want to edit.
Checkmark the Tasks module permission.
Summary
The Cards View board provides a streamlined way to manage company-wide follow-up tasks. With visual progress tracking, drag-and-drop management, and flexible sorting options, it helps teams stay organized and focused on completing tasks efficiently.