Work a pipeline on the kanban board
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See your deals as cards on a board, with one column for each stage. Drag a card to move a deal to its next stage.
A pipeline is the steps a deal goes through, from first contact to done. Each step is a stage, such as Proposal or Won. Any list with a pipeline, such as Deals, can open as a board. Your admin decides which lists have one.
Each deal, or each entry in any list, is a record.
Deal
4 records
$66K · $36K wtd
Cold-room fit-out
Kallang Fresh Produce · Siti Rahman
Clinic reception revamp
Toa Payoh Family Clinic · Arjun Pillai
$30K · $24K wtd
Office pantry refit
Eunos Print Works · Farah Ismail
$12K
Warehouse office partition
Kallang Fresh Produce · Siti Rahman
Open the board
Section titled “Open the board”- Open the list from the sidebar, such as Deals.
- Click the grid icon next to the table icon. When you point at it, it reads Kanban.
- The records appear as cards, one column per stage.
Mesy remembers the board for that list, in this browser only. On another browser or device, the list opens as a table until you switch it.
The board shows the first 200 records in the list’s sort order. That’s newest first unless you change Sort. Cards in each column follow the same order.
If the count under the list name is over 200, some records aren’t on the board. The column counts and totals leave them out too. To narrow the board, search, add a filter, or click My Records to see only your own.
Move a record to another stage
Section titled “Move a record to another stage”Drag a card and drop it on another column. The column under the card lights up with a coloured border. Mesy saves the new stage straight away.
To reach a column off the screen, drag the card close to the edge of the board and it scrolls. To scroll the board sideways without a card, click an empty part of it and drag.
On a phone, the stages are stacked one under another. To move a card, tap Move stage on it and pick the new stage.
Add a record in a stage
Section titled “Add a record in a stage”- Click + next to the card count at the top of the stage’s column.
- Type the record’s name. On a Deal board, the box reads “New Deal: Enter to create”.
- Press Enter. The new card appears in that stage, and the box stays open for the next one.
- Press Escape, or click somewhere else, when you’re done.
If the name matches a record you already have, a line starting “Possible duplicate” appears under the box. It names up to three matches. Click a name to open that record instead.
Mesy checks the name only when it’s one of the fields your admin chose for spotting duplicates. On the Deal list Mesy sets up for you, that’s the deal title (see Find and merge duplicates).
Read a card
Section titled “Read a card”A card shows, from top to bottom:
- The record’s name. Coloured dots in the corner are its tags, labels your team adds such as VIP. If there are more than three tags, a count such as +2 shows how many more. Point at the dots to see every tag.
- The linked company and person, where the record has them. If the deal is linked to a household, such as a family, the household’s name comes first.
- The deal’s value and its badges. An hourglass badge such as 21d shows how many days the deal has been in this stage since it last moved. A gauge badge such as 60% shows how likely the deal is to be won.
- Any extra fields you’ve picked with Card fields.
- One reminder line at the bottom, and the owner’s initials.
The hourglass badge appears after 7 days. It turns amber at 14 days and red at 30. A deal that hasn’t changed stage since it was added has no hourglass.
The reminder line shows the first of these that applies:
- “3d overdue”: the expected close date has passed.
- “Stalled 16d”: there’s been no activity on the record for longer than the list allows. On the Deal list Mesy sets up for you, that’s more than 14 days.
- “Closes in 5d”: the close date is within a week. It can also read “Closes today” or “Closes tomorrow”.
- The record’s next step, when one is filled in.
Which of these appear depends on how the list is set up. The Deal list Mesy sets up for you uses all four.
A card with a coloured bar down its left edge is one you own.
Your admin chooses which stages count as won and lost. On the Deal list Mesy sets up for you, these are Won and Lost. Cards in those stages are greyed out. They show the value, any extra fields and the owner, but no badges and no reminder line.
To look at a card without opening it, rest the pointer on it for a moment. A small window shows the record’s other filled-in fields. It also shows its Expected Close, Last Activity and Created dates, where it has them. If there’s nothing more to show, no window opens.
Click the card to open the record in the panel on the right (see Work a record).
Read the stage totals
Section titled “Read the stage totals”The top of each column shows the stage name and the number of cards in it.
If your cards have a value, such as a deal’s Value, the column also shows the total for that stage. Amounts are shortened, such as $12K or $1.2M. A stage with no values shows only the count.
Where some cards in a stage have a percentage, a second figure marked “wtd” (short for weighted) follows the total. It’s the total adjusted for how likely each deal is to be won. A $10K deal at 60% counts as $6K. A deal with no percentage counts in full.
The won and lost stages show only the plain total.
Show more fields on cards
Section titled “Show more fields on cards”To add up to three extra fields to every card:
- Click Card fields in the toolbar above the board.
- Tick the fields you want under Available. Once three are ticked, the rest are greyed out.
- Drag the fields under On card into the order you want.
- Click away to close the list. The fields show on each card, below the value.
To remove them all, click Reset.
Mesy saves your picks to your account for that list, so they follow you to other devices. A saved view also keeps its card fields and whether it opens as a board (see Filter, sort, save views and export).
Show only records with one tag
Section titled “Show only records with one tag”Above the board, each tag your team uses has a button. Click a tag to show only the records that have it. Click it again to show everything.
The number beside each tag counts its records on every list, so it can be higher than the cards on this board.
Move records that have no stage
Section titled “Move records that have no stage”Some records have no stage, or a stage that doesn’t match any column on the board. Mesy puts these in an Unstaged column at the start of the board.
Drag each card into a real stage. You can’t drop a card into Unstaged. The column goes away once it’s empty.
If something doesn’t work
Section titled “If something doesn’t work”- There’s no grid icon. The list has no pipeline. Ask your admin to turn on the board for that list (see Design your data).
- The columns show counts but no totals. Ask your admin to choose which field holds the amount for that list.
- A card jumps back to its old column after you drop it, with no message. Mesy couldn’t save the change. Try again, or open the record and change its stage there to see what’s wrong. If the deal rents out a unit, its dates may overlap another won deal for that unit (see See which units are free).
- The board says “No Deal records match your filters”. Click Clear filters, or click the tag you picked to turn it off.
- The board says “None of your Deal records”. My Records is on and you don’t own any. Click Show all records.
- The board says “No Deal records yet”. The list is empty. Click New Deal to add one, or Import CSV to bring in a list (see Import records).