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Glossary · Sales & customers

Kanban board

A kanban board shows work as cards moving across columns, like To do, Doing and Done, so everyone sees where each job stands at a glance.

A kanban board is a visual way to track work. Each task or job is a card, and each column is a stage, for example New, In progress, Waiting on customer and Done. Moving a card from one column to the next shows progress without a single status meeting.

Boards make bottlenecks obvious. If six cards pile up in Waiting on customer, everyone can see where to follow up. They also make handoffs easier, because a teammate can open the board and see exactly where every job is.

Imagine a cleaning company called Fresh Start Cleaning tracking move-out jobs. Each booking becomes a card that moves from Scheduled to Cleaned to Photos sent to Paid, and the owner sees the whole week on one screen.

In aiKit, the Hub's to-do lists flip between List, Board, Table, Calendar, Timeline and Dashboard views, with labels, due dates and custom fields. Plain-English rules, like when a card moves to Done, notify the client, run on their own, and cards can link to your quotes, proofs and bookings.

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