Overview
Workflow Settings control workspace-wide behaviour for the Workflow Kanban board, including which details appear on cards, the default sort order within columns, and the email/SMS notifications sent when orders move between statuses.
👥 Access permissions
Only Admins and Power user can configure these settings. Review user roles before granting access.
📍 Location in the app
Productivity>Workflow>Settings(gear icon)
Display options
Configure which details are shown on order cards (parent job cards) and item cards (line item cards).
Order Cards
Toggle each detail on or off to control what appears on each parent job card.
All
Order #
Created Date
Customer Name
PO #
Assignee
Required Date
Order Type
Notes
Item cards
Toggle each detail on or off to control what appears on each line item card.
All
Labels
Order #
Created Date
Customer Name
Notes
Order type badges
Display a coloured badge on each card to identify whether an order is for delivery, installation, or pickup.
To set a badge colour, click the current colour swatch and choose a new colour from the picker.
Sorting
Set the default sort order for jobs within each status column. Available options:
Created date
Required date
Order number
Customer name
Most recent
Notifications
Configure email and SMS notifications for status changes and completion events.
Reply-to email address
Set the email address where customer replies to notification emails are delivered.
Enable SMS notification
Toggle on to allow SMS notifications to be sent from Workflow.
Notify customer when order marked as 'Delivered', 'Installed', or 'Picked Up'
Toggle on to automatically notify the customer when an order is completed.
📝 Notes
When notifications are enabled on a status column AND the workspace-wide toggle is on, moving a job into that column triggers an automated email or SMS to the customer. The same applies when an order is marked as Delivered, Installed, or Picked Up.
A notification is only sent the first time a job enters a status column with notifications enabled. Moving the job out and back to the same column does not re-trigger the notification.