Understanding the Order Board
A quick overview of your main workspace in MonuDesk.
Written By Dennis Rodin
Last updated About 9 hours ago
The Order Management board is where you manage all of your orders. Everything lives here on one screen, organized into columns called stages that flow from left to right.
The top bar
At the top of the board you have four elements:
Smart Search allows you to find orders by customer name, decedent name, cemetery name, stone color, monument or service type, order number, phone number, or email. It starts searching after three characters. Whatever matches is highlighted on the order card, and the board filters to show only matching orders.
Wholesale filter: When you have at least one wholesale order on your board, a Wholesale filter appears at the top. Use this to show only wholesale orders, or combine it with Smart Search to narrow down your view. If you have no wholesale orders, the filter is hidden.
Learn more: How to Search for an Order
Archive lets you view your completed and cancelled orders.
Learn more: How to View Archived Orders
Accessories is where you configure your vase and porcelain presets.
Learn more: How to Set Up Your Porcelain and Vase Options
Stages lets you add, rename, reorder, or delete the columns on your board.
Learn more: How to Manage Pipeline Stages
Stages and order cards
Each stage column shows how many orders are in it. Order cards can be held and dragged to move them between stages, or clicked to open the full order details.
Each card shows the customer name, order number, decedent name, cemetery name, a date label, and balance due. The date label changes based on the order's stage: Draft Created for drafts, Quote Started for quotes, and Order Started for confirmed orders.
Next to the order number, a label shows the contact category: Retail (gray) for individual customers or Wholesale (blue) for Monument Companies, Cemeteries, Funeral Homes, or Other Business Types. Click the label to quickly change the contact's category.
At the bottom of each card is a task counter (for example, "0/11 tasks completed"). Click the counter to expand the card and see all to-dos. Click it again to collapse them. You can also hover over the customer name on a card to open the order, or hover over the balance due to open the log payment popup directly.
Learn more: What Each Order Card Shows
Good to know: Orders update in real time across all users. If one team member moves an order to a different stage, everyone else sees it immediately without refreshing. New orders appear at the top of each stage column, and the system remembers the position of each card.
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