herbe calendar · module
Kanban boards
Show your ERP activities as a sales pipeline, a sprint board or any workflow. Drag a card and the record updates.
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The same activities, as a board
Move work forward with one gesture
A board makes the state of many activities visible at once. You see where everything stands and move it along without opening each record.
- Any workflow
Sales pipeline, sprint board or something of your own.
- The record follows the card
Drag a card and the ERP updates.
- Same board on the phone
Open Kanban from the app icon's Quick Actions.
How to start
Connect your ERP
Boards are built from your ERP activities.
Open the board
Choose the workflow you want to see.
Drag cards forward
Each move updates the record behind the card.
Questions about Kanban boards
What is on a board?
ERP activities. A board shows them as a sales pipeline, a sprint board or any other workflow.
Does moving a card change the ERP?
Yes. When you drag a card, the record is updated.
Do we need an ERP for Kanban boards?
Boards show ERP activities, so this part is for teams that run Excellent Books or Standard ERP by HansaWorld (known as Excellent ERP in the Baltics, Finland and Norway). The rest of herbe calendar works without an ERP.
Can I use boards on my phone?
Yes. The iPhone app has the same Kanban view, and a Quick Action on the app icon jumps straight to it.