Kanban Board: Visual Task Management & Workflow Guide

Kanban Board

Use the interactive visual display (Kanban) to move tasks and deals between workflow columns with complete ease and clarity. The Kanban board inside the Media SaleX platform allows you to transform complex pipelines into a simple visual screen, enabling your team to monitor daily operations flow, manage priorities, and reduce response time through direct drag-and-drop.

Key Tools and Features of the Kanban Visual Board System

Smart Tags

Highlight task cards with smart colors and tags (up to 12 tags) for immediate identification of high-priority deals.

Color-Coding System
Independent Ownership

Assign a dedicated owner to the task card independently from the client owner for greater work flexibility.

Independent Ownership
Workflow Triggers

Trigger immediate and automated actions and alerts as soon as a card is dragged and moved from one column to another.

Automated Triggers
Batch Processing

Ability to select a group of cards on the board and modify the owner, tags, or move them all at once.

Batch Processing

Practical Steps Guide to Using the Kanban Board

You can access and interact with the Kanban board inside Media SaleX through the following practical steps:

Step 01: Direct Board Access (Opportunities ➔ Opportunities): Go to the Opportunities section from the sidebar, then ensure you are on the top Opportunities tab.
Step 02: Pipeline Selection and Filtering: Choose the desired pipeline from the top dropdown menu to display its corresponding workflow columns.
Step 03: Drag & Drop Cards: Click and hold the task card, and drag it to the next column once its stage is completed.
Step 04: Assigning Tags and Owners: Click on the card to add colored smart tags or assign the direct responsible employee.

Best Practices and Frequently Asked Questions (FAQ)

What is the benefit of colored Smart Tags?

They help in the quick differentiation of important cards (such as giving a red color to high-value deals) with immediate visual reading.

Can the task owner differ from the client owner?

Yes, the system allows separating owners (Separate Owners) so the technical employee can track the task without owning the client account.

How many smart tags are available for each pipeline?

You can add up to 12 custom smart tags per pipeline, provided their names do not exceed 30 characters.

Does automation trigger when a card is moved?

Certainly, you can link card movement to a series of actions such as sending a message or notifying the employee automatically.

Talk to Media SaleX AI Assistant

Do you want the AI assistant to help you build, format colors, and organize Kanban columns to suit your business? Talk to it now!

Talk to Media SaleX AI Assistant