FYI Docs have introduced the Kanban-style view to their Jobs Board!

Have you always preferred using Trello because you like the Kanban-style view better than the Jobs List view in Xero Practice Manager? If so, you'll be excited to hear that FYI Docs have released one of their best features to date!

You can now connect Xero Practice Manager to FYI Docs, and manage your jobs in a much more visual way, making the whole process a lot easier to use!

Watch the FYI Docs video below for an insight into how it works!

FYI Jobs Board Launch Video from FYI on Vimeo.

What are the benefits of this update?

• A more visually-appealing way to view your work.
• Ability to customise the Job Board for your practice.
• Option to filter/display jobs by Partner or Manager.
• 'Drag & Drop' feature, which allows you to easily maintain an up-to-date Jobs List.
• Ability to view the total count of Jobs at each state, allowing you to identify any bottlenecks present.

If you have any questions in relation to this update, please feel free to contact us directly!