Using the Board (Kanban view)

The Board (labeled Mission Control at the top of the page) is a drag-and-drop view of your whole pipeline. Open it from the sidebar or the Board tab on Transactions and Calendar. This article covers how to read and use it.

Reading the Board

Each column is a stage, and each card is a transaction. Use the Seller / Buyer toggle above the columns to switch which side's pipeline you're looking at — your choice is remembered the next time you open the Board.

Every card shows:

• The property address
• A Buyer or Seller badge
• An autonomy badge, if you have the AI TC add-on
• A colored dot showing how long the deal has sat in its current stage — green under 3 days, yellow at 3–7 days, red past 7 days

Click a card to open the full transaction.

Move a transaction between stages

Drag a card from one column and drop it in another. Done-Deal updates the stage immediately and shows a confirmation message. On touch devices, press and hold briefly before dragging so a scroll isn't mistaken for a drag.

Note: Moving a card into Pre-Closing adds closing-related compliance actions to your Feed automatically.

If you drop a card somewhere that isn't a valid next stage — for example, dragging straight to Closed — Done-Deal puts the card back and tells you why. See Transaction stages for the full stage order and which moves are allowed.

Tip: If a drag doesn't take, check your connection. Board updates require a live request to save; a failed request reverts the card and shows an error instead of silently failing.

FAQ

Why does the Board look different depending on Buyer or Seller?

The stage names change to match how you'd describe that side of a deal — for example, seller-side "Pre-Listing" is buyer-side "Pre-Offer" — but they're the same underlying stages.

Can I reorder cards within a column?

No. Cards within a column aren't manually sortable; only moving between columns (changing stage) is supported.

What does the colored dot on a card mean?

It's how long the transaction has been sitting in its current stage — green (under 3 days), yellow (3–7 days), or red (over a week) — so you can spot deals that are stalling.