What Each Order Card Shows

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 → Card Display. By default the header shows the decedent and the subtitle shows the order number and type. Show decedent names as, at the top of the same page, picks the order of first and last name and whether a comma follows, for example Smith, John. The default is John Smith, and the same format is used in the order search, the search dropdown and the to-do order picker. 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: Wholesale (blue) for Monument Companies, Cemeteries and Funeral Homes, or Retail (gray) for every other category, such as individual customers. 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 the order's type: Monument (light purple), Service (light orange), or Service & Monument for an order that carries both. The pill stays hidden in the default view to keep cards clean. Smart Search matches the same labels.

Stone type and delivery rows

These body rows start switched off until someone turns them on in Settings → Card Display:

• Stone type appears on the card as Stone Type and gives the monument type in plain words, such as Upright, Flat Marker, Ledger or Footstone. On a service order it shows the service type name from Settings → Service Types. On an order with more than one stone it shows the first stone's type.

• Delivery method appears on the card as Delivery and reads either Cemetery or Customer Pickup.

• Lead source appears on the card as Source and shows how the family found you, such as Phone call, Walk-in or Referral, as picked in the Lead source pill on step 1 of + New Quote. A quote a family sends from your website shows Website form or MonuStudio (website) there by itself.

An order marked as customer pickup shows a Delivery row reading Customer Pickup in place of its cemetery row, in plain text rather than a link, whether or not the Delivery method row is switched on.

Supplier and partner badges

When you send one of your own orders to a supplier with Send to Supplier in the three-dot menu of the order header, the supplier receives it as a price request, and your card carries a badge that follows the request along:

• Sent to <supplier> while the supplier prices it.

• Priced by <supplier> with their price, once they have sent it. The amount shows to team members who can see prices.

• Price from <supplier> accepted once you have accepted it.

Click the badge to open the order on the supplier's board view. On the supplier's own board the request carries a Price requested badge with your company name, which changes to Price sent once they send their price. Orders you sent to a supplier before Send to Supplier became a price request keep working the way they did.

Website and Ad tags

A card whose lead source is Website form or MonuStudio (website), such as a quote a family sent from your website with MonuDesk Max, carries a tag: a green Website tag with a globe, or an amber Ad tag with a megaphone when the family came from a Google ad. Hover the tag to read This lead came in through your website or This lead came in from a Google ad. The tag stays after the order is confirmed. See Website Leads: Get Quotes from Your Website.

Drawing approved check

When the latest drawing on an order is approved, a green check appears next to the name at the top of the card. That happens when someone at your shop approves it with Approve Drawing and Yes, Approve in the order popup, or when the family approves it in the Customer Portal. Hover the check (tap it on an iPad or phone) to see Approved by <name> on <date>. A newer drawing, or the family sending the drawing back, takes the check away again.

After you upload a Front or Back sketch on an order, MonuDesk asks Show this drawing to the family? Pick Show to the family to put it in the customer portal under drawings, where the family can approve it or ask for changes, or Keep internal to leave it in Notes & Files only.

Drawing reminder strip

When Enable Drawing Reminders is switched on in the Drawing Reminders card on Settings → Order Alerts, an order that still has no drawing a set number of days after it was confirmed shows a violet strip, No drawing for N days. Set the number of days (1 to 365, 7 by default) in Drawing Reminder Window. If the card already shows a deadline strip, the reminder appears as a violet pill instead. Every stage on the confirmed side except Completed counts.

The strip clears as soon as a drawing is added. A file of type Drawing, a sketch drawn in the order wizard or a Front or Back sketch uploaded on the order (shown to the family or kept internal) counts as a drawing; a Reference or Permit file does not. The order's assigned person also gets one notification for it, at 9:00 in your company's time zone. If nobody is assigned, everyone at the order's location gets it.

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 the Order Deadline Alerts card on Settings → Order Alerts. See How to Set Up Order Deadline Alerts.

Once the promise date has passed, the card shows a red strip such as Overdue · 3d past promise date. To put the card back to normal without changing the date, click the X on the strip (Dismiss alert) and confirm with Dismiss. On a computer the X appears when you hover the strip; on a phone or tablet it is always there. The dismissal is logged in the order's Activity Timeline, where Recover brings the alert back.

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.

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.

Hover a checked-off to-do (tap it on an iPad or phone) to see who checked it off and when: Checked off by <name> · <date and time>. When someone else checks off a to-do on an order assigned to you, you get a Task checked off notification in the bell, and it opens the board with that order highlighted.

Learn more: How Order To-Dos Work, How to Configure To-Dos

Related articles:

• How Order To-Dos Work

• How to Configure To-Dos

• Understanding the Order Board