Workboards: your private view of the work
A workboard is a personal kanban of the deals you are working on, organized by what you need to do next. It is private to you, and moving cards never touches the shared pipeline.
Updated 2026-07-06
The pipeline board shows where every deal stands for the whole team. Your workboard shows how you are working your slice of it. Open Workboard in the sidebar, add the deals you are on, and arrange them in columns that match your working style. Nothing you do there changes a deal's stage, pipeline, or status — and nobody else can see your board.
Cards are deals
A workboard card is not a free-floating task — it is one of your deals, filed where you want it. Each deal can be on your board once. On top of the deal itself, a card carries three things only you see: a priority, a personal due date, and a private note.
You can only add deals you can access. Workboards do not bypass deal visibility.
Columns
A new workboard starts with five columns: To review, Follow up today, Waiting, Blocked, Done. They are yours to change — rename them, reorder them, add new ones, or delete any you do not use. Deleting a column moves its cards to a neighboring column, and the last column cannot be deleted.
Workboard versus pipeline
| Pipeline board | Workboard | |
|---|---|---|
| Who sees it | The team (subject to deal visibility) | Only you |
| Columns are | Sales stages, shared and ordered | Whatever you name them |
| Moving a card | Changes the deal's stage for everyone | Changes nothing on the deal |
| Cards carry | The deal itself | The deal, plus your priority, due date, and note |
Use the pipeline to report where deals stand. Use the workboard to run your day: pull in the deals that need you, sort them by what kind of attention they need, and clear them column by column. Removing a card just unfiles the deal from your board — the deal itself is untouched.
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