Client case board

Demo Client board

The board lands first. Scan cases by stage, then open side detail only when needed.
Board scopeDemo Client
Focused rowNone
Current laneAll buckets
Board tools
Filters stay close to the board. Secondary tabs stay de-emphasized.
BoardPaymentsAlertsConfig
ConfigNew Case
Board table
Demo Client
Stage-grouped cases first. Filters and side panels stay secondary.
No case focusedClient board
Intake
New requests and booking creation
2Rows
2Ready
2Payment
1Alert
BookingClientCoordinatorInspectorInspection DateNext ActionCheckOps Supporting Files
BK-SAMPLE-INTAKE
NEW_REQUEST
PENDING_COORDINATOR_REVIEWClear to move
Demo Client
VN
Cargo Admin
Coordinator
Nguyen Inspector
Inspector
—
Create booking and confirm intake details
Last check-in: 2026-04-08 03:40
ZALO Payment PENDING_COORDINATOR_REVIEW
No filesEdit
Use: label,URL | label 2,URL for quick click-through attachments.
BK-0001
NEW_REQUEST
PENDING_COORDINATOR_REVIEWClear to move
Demo Client
VN
Alerted
Cargo Admin
Coordinator
Nguyen Inspector
Inspector
—
Create booking and confirm intake details · BK-0001
Last check-in: 2026-04-08 03:38
1 alert ZALO Payment PENDING_COORDINATOR_REVIEW
No filesEdit
Use: label,URL | label 2,URL for quick click-through attachments.
Waiting for Info
Supplier details and scheduling follow-up
1Rows
1Ready
1Payment
0Alert
BookingClientCoordinatorInspectorInspection DateNext ActionCheckOps Supporting Files
BK-SAMPLE-WAITING
PENDING_SUPPLIER_INFO
PENDING_COORDINATOR_REVIEWClear to move
Demo Client
CN
Cargo Admin
Coordinator
Nguyen Inspector
Inspector
—
Follow up supplier info and schedule inspection
In Progress
Last check-in: 2026-04-08 02:40
Blocked WECHAT Payment PENDING_COORDINATOR_REVIEW
No filesEdit
Use: label,URL | label 2,URL for quick click-through attachments.
Inspection Active
Inspector assigned and fieldwork moving
1Rows
1Ready
1Payment
0Alert
BookingClientCoordinatorInspectorInspection DateNext ActionCheckOps Supporting Files
BK-SAMPLE-INSPECT
INSPECTION_SCHEDULED
PENDING_COORDINATOR_REVIEWClear to move
Demo Client
VN
Cargo Admin
Coordinator
Nguyen Inspector
Inspector
2026-04-10
Collect photos from inspector group
In Progress
Last check-in: 2026-04-08 01:40
WHATSAPP INCOMING Payment PENDING_COORDINATOR_REVIEW
No filesEdit
Use: label,URL | label 2,URL for quick click-through attachments.
Evidence Processing
Photos received, cloud upload, VerifyCargo work
1Rows
1Ready
1Payment
0Alert
BookingClientCoordinatorInspectorInspection DateNext ActionCheckOps Supporting Files
BK-SAMPLE-EVIDENCE
PHOTOS_INCOMING
PENDING_COORDINATOR_REVIEWClear to move
Demo Client
CN
Cargo Admin
Coordinator
Nguyen Inspector
Inspector
2026-04-11
Upload evidence to cloud and VerifyCargo
Inspect
Last check-in: 2026-04-08 00:40
ZALO REVIEWING VC IN_PROGRESS Payment PENDING_COORDINATOR_REVIEW
No filesEdit
Use: label,URL | label 2,URL for quick click-through attachments.
Finalization
Final info entry, QA, and close-out
1Rows
1Ready
1Payment
0Alert
BookingClientCoordinatorInspectorInspection DateNext ActionCheckOps Supporting Files
BK-SAMPLE-REVIEW
FINAL_FORM_PENDING
PENDING_COORDINATOR_REVIEWClear to move
Demo Client
VN
Cargo Admin
Coordinator
Nguyen Inspector
Inspector
2026-04-12
Complete final review and close case
Inspect
Last check-in: 2026-04-07 23:40
WECHAT READY VC COMPLETED Payment PENDING_COORDINATOR_REVIEW
No filesEdit
Use: label,URL | label 2,URL for quick click-through attachments.
Completed
Operationally finished cases
1Rows
1Ready
1Payment
0Alert
BookingClientCoordinatorInspectorInspection DateNext ActionCheckOps Supporting Files
PENDING_COORDINATOR_REVIEWClear to move
Demo Client
CN
Cargo Admin
Coordinator
Nguyen Inspector
Inspector
2026-04-13
Completed
Last check-in: 2026-04-07 22:40
WHATSAPP READY VC COMPLETED Payment PENDING_COORDINATOR_REVIEW
No filesEdit
Use: label,URL | label 2,URL for quick click-through attachments.

Board config utility

Configuration is now treated as a utility layer attached to the main board.
Saved views
5
Custom columns
1
Visible columns
8