Published
Status board: a third view of the lead list
The same list, laid out in columns by status. A card can be dragged with the mouse or moved with a button, and the chosen view is saved for each member of staff.
The list answers the question “what happened with this lead”. It does not answer the question “where is the funnel standing right now” at all: to see that one status holds eleven leads and another holds two, you have to switch the filter eight times and remember eight figures.
The list now has three views: feed, table and board. The switch sits in the header of the list, and the chosen view is saved for each member of staff: next time the list opens in the view it was closed in.
The board is the same list, not a second product. Its columns are built from the office status registry, in your order and in your words: turn a status off and the column disappears, rename it and the board speaks the new word.
Moving a card. A card is dragged with the mouse, and on a phone or from the keyboard it is moved with the “Move” button, which opens a list of the columns allowed. Dragging is nowhere the only way.
A move goes down the same path as a status change on the lead card: the same right, the same permitted transitions and the same form. If the status requires a reason, or the move brings a closed lead back, exactly the same form opens, and dragging does not get round it. A move with no way back asks for confirmation before it is carried out.
A refusal is put into words, and into different words for different cases: “you are not allowed” is one thing, “this move is not permitted” another, and “somebody has already moved this lead” a third. In all three the card returns to its place, because the source of truth is the server and not wherever the mouse dropped it.
A manager does not move leads on the board, in the same way they do not change a status on the card: that right is not theirs. In place of the button the card carries one line: the status is moved by the call form. Recording a call, on the other hand, can be done from the board, with that very same form.
On a phone the board shows one column, with a strip of buttons above it carrying the statuses and their counts. There are no hidden gestures, and the page itself does not scroll sideways.
- The figure at the head of a column and the number of cards in it are counted by the same condition.
- Leads from another language line do not reach the board, neither the column nor the count.
- Four chips sit above the board: all, for today, in progress, overdue.
- A link that carries a filter, the “overdue” tile on the dashboard for instance, leads to the list rather than the board, even when the saved view is the board.
- The office owner can set which view the list opens in for a new member of staff on their first sign-in.
The board adds a layout and a gesture. The transition rules, the rights and the statuses themselves stay the same as in the list and on the card.
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