Understanding the Order Board
A quick overview of your main workspace in MonuDesk.
Written By Dennis Rodin
Last updated 5 days 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:
Smart Search allows you to find orders by customer name, decedent name, cemetery name, stone color, monument or service type, specific service description (Cleaning, Restoration, Lettering, etc), 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.
Learn more: How to Search for an Order
Expand or collapse all sits between Smart Search and Archive. Click it to open every visible card's task list at once, or to collapse them all. The button switches between Expand all and Collapse all depending on whether any cards are currently collapsed.
Archive lets you view your completed and cancelled orders.
Learn more: How to View Archived Orders
Stages and Accessories live in Settings → Order Management, where you configure your pipeline stages and your vase and porcelain presets. Learn more: How to Manage Pipeline Stages and How to Set Up Your Porcelain and Vase Options.
Filters
The board has a Filters control that lets you narrow down the visible orders without typing anything into Smart Search. Use it to focus on what's actually demanding attention right now.
You can filter by:
Stage: pick one or more stages to keep only orders sitting there.
Date: filter by date range using the order's date label (Draft Created, Quote Started, or Order Started).
Customer type: filter by Retail or Wholesale. This uses the contact category label on each card, so picking Wholesale brings up only orders from Monument Companies, Cemeteries, Funeral Homes, and Other Business Types.
Tasks: this is the most powerful one. Pick a specific to-do and the board only shows orders waiting on that step. Use this to answer questions like which foundations are pending, who hasn't paid yet, which family still needs to approve a drawing, which orders are waiting on a stencil, or which installs are scheduled this week.
Filters combine with AND logic. If you select stage In Production and task Stencil, only orders that are in In Production and waiting on a stencil show up. There are no saved filter presets yet; selections reset when you reload the board.
Stages and order cards
Each stage column shows how many orders are in it. On a computer, order cards can be held and dragged to move them between stages, or clicked to open the full order details. On an iPad or other touch device, dragging works a little differently. See Moving cards on an iPad below.
Each card shows the customer name, order number, decedent name, cemetery name, a date label, promise date (if set), balance due, and a round assignee bubble for whoever owns the order. If your company runs more than one office, the order number also carries a location prefix, such as L2-ORD-123, and you can switch locations with the office switcher in the top navigation bar. The date label changes based on the order's stage: Draft Created for drafts, Quote Started for quotes, and Order Started for confirmed orders. Click any date on the card to open a date picker and edit it inline.
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. On a computer 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. On an iPad these become tap targets instead. Just tap the customer name or the balance due.
Completing an order: when you move an order to the Completed stage, MonuDesk asks whether to check off the open tasks on that order. Choose yes to mark them all done, or no to leave them as they are, which is handy when something like a review request is still outstanding.
Learn more: What Each Order Card Shows
The stage column headers stay pinned at the top of the board as you scroll, so you can always see which stage you're in. Each column also scrolls independently, so moving down through one busy stage doesn't shift any of the others.
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.
Assigning an order
Every card has a round assignee bubble. Click it to open a member search and pick a teammate to put them on the order, or choose Unassign to clear it. The bubble shows the assignee’s initials once someone is assigned, or a “+” when the order has no owner yet.
The change happens right away, and the teammate you assign gets an in-app notification letting them know the order is now theirs.
Moving cards on an iPad
On a touch device the card body scrolls, so dragging uses a dedicated grip handle beside the card title. Here is how it works:
A quick swipe on the card body scrolls the column up and down, or the board left and right. It does not move the card.
To move a card, press and hold the grip handle for a moment (about a fifth of a second) until it lifts, then drag it to another stage.
Two fingers pan the board and cancel any drag in progress, so you can scroll around without nudging an order by accident.
While you drag, a translucent preview of the card shows exactly where it will land, and the board auto-scrolls gently when you reach an edge.
On a tablet the board also sizes itself to fit your screen, so you no longer have to pan sideways through empty space.
Sorting a stage
Each stage column has its own sort menu, set independently from the other columns, and each column remembers its own choice. Open the sort menu at the top of a column and pick how to order it: Manual order (your saved drag order), quote started newest or oldest, order value highest or lowest, tasks left highest or lowest, group by cemetery, or decedent last name A to Z or Z to A. For example, sort In Production by oldest quote so nothing slips, and sort Quote by value so you chase the biggest ones first.
Tip: For higher-level views of your business (revenue by stage, open balances, tax breakdown, install planning), open the Insights pages from the top nav. The board is for managing individual orders day-to-day; Insights is for seeing the whole business at once. What's in the Insights Pages
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