What Each Order Card Shows
What you can see on an order card without opening it, including the assignee bubble.
Written By Dennis Rodin
Last updated 5 days ago
Each order card on the board shows a header line, a subtitle line, and a set of body rows that can include the decedent name, cemetery name, a date label, promise date (if set), balance due, a round assignee bubble for the team member the order is assigned to, and a task counter at the bottom. The date label changes based on the order's current stage: Draft Created for drafts, Quote Started for quotes, and Order Started for confirmed orders and beyond. Click any date on the card to open a date picker and edit it inline.
You control what the card shows, the header, the subtitle, and which body rows appear, from Settings → Order Management → Card Display. By default the header shows the decedent and the subtitle shows the order number and type. If your company has more than one active office, the order number also carries a location prefix, for example L2-ORD-123, so you can tell at a glance which office the order belongs to. See How to Set Up Card Display for the full walkthrough.
The round assignee bubble shows who the order is assigned to as their initials or avatar, or an empty + when no one is assigned yet. Click it to search your team and assign the order, or choose Unassign to clear it, right from the board without opening the order. Whether the bubble appears on the card can be controlled as a Card Display option, and assigning an order also sends that teammate an in-app notification.
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. If there are multiple decedents, all names are shown.
When you expand the Filters panel at the top of the board, an additional pill appears on each card showing whether the order is Monument (light purple) or Service (light orange). The pill stays hidden in the default view to keep cards clean.
Promise date colors
Cards can change color as their promise date approaches, turning yellow, then red, then a deeper overdue red, so the jobs that need attention stand out on the board. You set the day thresholds and turn this on or off in Settings → Order Management → Order Deadline Alerts. See How to Set Up Order Deadline Alerts.
To customize the to-dos on a specific order, click the settings button at the top right of the order card.
How to enable or disable to-do’s on an order
Enable or disable individual to-dos for that order. For example, if an order doesn't need a rubbing, you can turn that to-do off so it doesn't clutter the checklist.
Add custom badges by clicking + Add Custom Badge. These are custom to-do items for anything that isn't covered by the default checklist.
Note: If you want to configure your custom badges more in depth or set a to-do to always show regardless of order type so it appears on every order automatically, you can do so in Settings → To-Dos.
Expanding and minimizing to-dos
At the bottom of each order card, you will see a task counter (for example, "0/11 tasks completed"). Click the counter to expand the card and see all to-dos with their current states. Click it again to collapse them. Your open/closed preferences are saved between sessions, so cards you expand will stay open the next time you log in.
Good to know
Most to-dos auto-activate based on what the order contains. Monument orders automatically get stone, stencil, and engraving to-dos. If the order has a porcelain, the porcelain to-do appears. If it's a service order, only the relevant service to-dos show up.
The settings icon at the top right of the individual order lets you override this for individual orders when you need to.
Learn more: How Order To-Dos Work, How to Configure To-Dos
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