Jobs & Scheduling
Job Pipeline Board
Drag jobs between status columns on a Kanban board.
4 min readJob Pipeline Board
Move jobs across status columns on a drag-and-drop Kanban board for a quick operational picture.
Overview
The Job Board at
/jobs/board groups jobs into columns by status: Draft, Scheduled, In Progress, On Hold, Completed, and Cancelled. Drag cards between columns to update status without opening each job.How to access
- Jobs → view toggle Board →
/jobs/board - Or navigate directly to
/jobs/board
Requires
jobs:view to open; status changes require jobs:update.What you can do today
- See up to 500 jobs (sorted by scheduled date ascending) across six status columns.
- Drag and drop a job card to another column to change status.
- Click a card to open
/jobs/:id. - Refresh the board after external changes.
- New Job shortcut to
/jobs/new. - Open a message drawer from a card when messaging integrations are available.
- Place outbound calls from card actions when telephony is configured.
Prerequisites
jobs:viewpermission.jobs:updateto move cards (status changes).
Step-by-step
Move jobs on the board
- Go to Jobs and select Board, or open
/jobs/board. - Locate the job card in its current column.
- Drag the card to the target status column.
- Release — ServiceFlow updates the job status and shows a success toast.
- If the move fails (permissions or validation), an error message appears and the board refetches.
Start from the board
- Click New Job to open
/jobs/new. - After creation, return to the board — the job appears in Draft or Scheduled depending on how you saved it.
Current limitations
- The board loads a large page size (500 jobs); very high-volume shops may need list filters elsewhere first.
- Drag-and-drop is the primary status change UX; some edge validations still surface as API errors.
- Mobile layout stacks columns; drag may be less convenient on small screens — use job detail for status changes if needed.
Related features
- Jobs List & Detail — full list filters and job detail editing
- Scheduler & Dispatch — time-based dispatch view
- Calendar View — week calendar for scheduled jobs