Working with Cards In DocBoss

Since we routinely make updates to DocBoss functionality for all customers to use, we thought it worth updating you on some changes that involve working with Cards.

Here are some updates that result in less work for you and more options to take advantage of.

Change the stage list from the assign screen

We have built an entirely new interface to allow users to see and change the stage data while assigning a card. Users no longer have to create the stage list prior to editing, and they can edit directly on the card while assigning.

1. The name of the stage list
2. The option to edit the stage list directly
3. Box for each stage, with the abbreviation and target. If you scroll over, more detail will appear.

On Edit:

1. This marker identifies the current stage. If you want to change the stage, move this.
2. Edit the details of the stage
3. The stage library (available in admin>stages>library) is a list of pre-defined stages you can drag into your existing stage list.
4. the three dots allow you to change the order of the stages.
5. the user can add a NEW stage y clicking this button
6. Action – choose whether you want to apply these stage ONLY to this one card, or apply the changes to other cards. Note that the other cards must have the same original stage list, and be in the same current stage.

UPDATE: Check out this article that discusses new card functionality from DocBoss: Updated Functionality Working with Cards