Type a customer name. We'll match an existing one or create a new one automatically.
Tip: notes support placeholders that update automatically:
{{customer}}{{customer_phone}}{{customer_address}}{{status}}{{assignee}}{{due_date}}{{days_in_status}}
New Board
Defines which statuses cards on this board can have. Locked once the board is created.
New Column
Select which workflow stages this column displays. A status can only belong to one column at a time — selecting it here will move it from any other column.
New Workflow
Drag the handles to reorder. Boards using this workflow will keep their existing column–status mappings; deleted stages are removed from any column they were in.
Automations
Automations run when something happens on this board. Toggle off to pause one without deleting it.
Choose a starting point
Pick a common pattern to pre-fill the editor — you can tweak everything before saving.