The Pipeline board
The kanban board view of your vehicles grouped by stage, and when to use it versus the Vehicles list.
The Pipeline board is a kanban-style view of every vehicle in your organisation, grouped into columns by stage. It's a visual alternative to the Vehicles list.
Before you start
- You need Pipeline view permission.
- Users without it are redirected to the homepage.
Opening the board
- Click Pipeline in the left sidebar
- You can deep-link to a single column by putting the stage in the URL, for example
/pipeline?stage=transit
The columns
The board shows six columns:
- Purchased
- In transit
- Destination port
- In prep
- Sale ready
- Sold / Delivered
This matches the six-stage model on the Dashboard. For the seven-tab split (Reserved and Sold / Delivered separate) that you see on the Vehicles list, use the list view instead.
For the meaning of each stage pill, see Stage pills and what they mean.
Sorting
The sort selector at the top of the board applies to every column at once:
- Newest first: most recently added vehicles at the top
- Oldest first: creation date ascending
- ETA (soonest first): vehicles closest to arrival at the top. Vehicles without an ETA sort to the bottom.
- Recently updated: vehicles with the most recent activity
Opening a vehicle from the board
Click any card to open the vehicle's detail page. Use your browser's back button to return to the board with your sort intact.
When to use the board vs the list
- Use the board when you want a visual read of where work is accumulating. A bulging column is a bottleneck.
- Use the list when you need to search, filter more narrowly (for example, "cost needs adding"), sort by a specific column, or export.
Both views read from the same underlying data, so a vehicle's stage pill is consistent between them.
Good to know
- Columns don't paginate. Every vehicle in a stage shows, with the column scrolling internally on long lists.
- There's no drag-and-drop between columns. To move a vehicle to a different stage, open it and use Move stage. See Moving a vehicle between stages.