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Using Project Boards

Learn how to use Project Boards in CompanyCam to track projects through your pipeline, move them between phases, and create multiple boards on the web or in the app.

Project Boards give you a visual pipeline to see exactly where every project stands, from a fresh lead to a job in progress to a closed deal. Boards are built on the Labels you already use in CompanyCam, so you can shape your pipeline to match how your team works without migrating to a separate app or rebuilding your process from scratch. Your account starts with a default board called Sales, and you can create more boards to track different workflows.

On the web

Open a Project Board

Log in to CompanyCam, click Projects in the left navigation bar, then select a Project Board at the top of the Project Feed.

Understand Boards and Labels

Every column on a board is a Label. The Sales Board comes with these Labels:

  • Lead (default for all new projects)

  • Proposal Sent

  • Scheduled

  • Active

  • Complete

  • Lost

  • Unqualified

You can rename, reorder, or customize these Labels to match your workflow. Labels work the same way they always have in CompanyCam. Project Boards are just another way to view your Projects, organized by their Labels.

Note: Each Label belongs to one Board. If a Project has multiple Labels applied, it appears in the column for the most recently applied Label.

Move a Project to a different phase

Drag and drop any Project Card to a different column to update its Label and move it through your pipeline.

Create a new Project from a Board Column

Click on the + Icon at the top of any column. The Project is created with that column's Label already applied.

Create a Project Board

Note: Admins and Managers can create, edit, and delete boards and Labels. Standard users can move Projects between columns and view boards. Restricted users can view a board but only see Projects they have access to.

  1. In the Project Feed, click the + Icon at the top of the page.

  2. In the Create Project Board window, enter a Board Name, then click Create.

  3. Your new Board opens as its own tab alongside any existing ones. Select Manage Board to add the Labels you want as columns.

Reorder or add board Labels

From inside a Project Board, select Manage Board to open your Board Settings. Drag the ⋮⋮ handle on each Label to reorder your columns. Select Manage Columns to add or remove Labels from the board. Click Done to save.

In the app

Open a Project Board

Log into the mobile app, then tap on the Boards Option on the home screen.

Switch between boards

At the top of any board, tap the Board Name, then select the Board you want to view from the list.

Create a Project Board

Note: Admins and Managers can create, edit, and delete boards and Labels. Standard users can move Projects between columns and view boards. Restricted users can view a board but only see Projects they have access to.

  1. Tap the Board Name at the top of any board, then tap + New Board.

  2. Enter a Board Name, then tap Create Board.

  3. Your new board opens and starts with no columns. Tap the Gear Icon to open Board Settings and add the Labels you want as columns.

Move a Project to a different phase

Tap a Project Card to open it > tap the Project Status field > select a phase from the list. The Project moves to the corresponding column on the Board.

Start a new Project from a board column

Tap the + Icon at the top of any column. The Project is created with that column's Label automatically applied.

Reorder or add Board Labels

  1. From a Board, tap the Gear Icon to open Board Settings.

  2. Drag the handle to the right of each Label to reorder how they appear as columns.

  3. Tap Manage Labels to create, add, or remove Labels.

FAQs

Can I rename or change the Board Labels?

You can rename, reorder, and customize Labels to match your workflow. To rename or change the color of a Label. Here's how.

Can I create more than one Board?

Your account starts with a default Sales Board, and you can create additional Boards from the + Icon at the top of the Project Feed. Each new board starts empty, and you add columns to it through the board settings.

What happens if a Project has more than one Label?

The Project appears in the column for the most recently applied Label.

Can I sort or reorder Projects within a column?

Projects within a column are ordered by last updated by default. Custom ordering within a column isn't supported yet.

How do Project Boards relate to the Customers Directory?

Project Boards show where each project sits in your workflow, and Customers show who's behind each job. The two work together: a Project can have both a Dustomer tied to it and a Board Label tracking its stage.

Who can see what on a Board?

Permission roles are respected across Boards. You only see Projects you already have access to. Admins and Managers can edit Labels and board structure. Standard users can move Projects between columns. Restricted users can view a board and its Projects but can't edit Labels or board settings.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

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