October 3, 2016
Today we’ve released an entirely new way of organizing your work.
We’re calling it your Kanban board. Kanban turns all your work into easily sortable cards, allowing you to manage all the work for your entire practice on a single screen.
Watch this video to see how you can use the Kanban board to optimize your practice’s workflow.
Here are links to a couple useful support articles:
Viewing your Kanban board
Moving work on your Kanban board
Sorting your Kanban board
To learn more about the Kanban method check out this article