Skip to content
Kuberan AI Help

Engagements Board View

Open Engagements Board

Overview

The Engagement Board presents one playbook’s pipeline as a Kanban board. You first select a playbook, and the board renders a column for each of that playbook’s stages. Dragging a card from one column to another moves the engagement to that stage and records the move in its stage history. This visual layout is ideal for spotting bottlenecks — a crowded “In Review” column may signal a review capacity constraint, while a full “Waiting on Client” stage highlights follow-ups.

Because stages are defined per playbook, the board always shows a single playbook at a time. Switch playbooks from the picker at the top of the page. Toggle back to the table with the List View button.

Kanban board view with one column per playbook stage and engagement cards
The Engagements board view. Each column is a stage of the selected playbook; cards can be dragged between stages.
  1. (1) Playbook picker — choose which playbook's board to display
  2. (2) Stage column header — coloured dot, stage name, and card count
  3. (3) Engagement card — name, client, priority, status badge, due date, assignee role
  4. (4) List View button — returns to the table view
  5. (5) New Engagement button — enabled once a playbook is selected

Screen Layout

The board is a horizontally scrollable canvas that appears once a playbook is chosen.

Toolbar (top): The page heading, a List View button, and a New Engagement button (disabled until a playbook is selected).

Playbook picker: A required selector beneath the toolbar. Until you pick a playbook, the board shows a “Select a playbook” prompt instead of columns.

Stage columns: One column per stage of the selected playbook, ordered left to right by the playbook’s stage order. Each header shows a coloured dot (the stage’s colour), the stage name, and a count of the cards in that column. Empty stages still render as columns so you can drop cards into them.

Cards: Each card shows the engagement name, client name, a priority pill, the primary-status badge, the due date, and the role of the first assigned team member.

UI Elements

Playbook Picker

Required selector at the top of the board. Choose a playbook to load its stages and engagements. Changing the playbook re-renders the whole board.

List View

Returns to the tabular Engagements list.

New Engagement

Opens the New Engagement dialog with the current playbook pre-selected. Disabled until a playbook is chosen.

Stage Column Header

Shows a coloured dot (the stage’s configured colour), the stage name, and a rounded badge with the number of engagement cards currently in that stage.

Engagement Card

Clickable card representing a single engagement. The card body shows: engagement name (bold), client name, a priority pill, the primary-status badge, the due date, and the assigned team member’s role. Clicking the card opens the Engagement detail panel on the right.

Priority Pill

Small pill in the card’s top-right showing the engagement’s priority: Low, Medium, High, or Urgent.

Actions

Drag a Card to a New Stage

Moving a card between columns is the primary way to advance an engagement through its playbook’s pipeline.

  1. Click and hold an engagement card, then drag it to the target stage column. Begin the drag by moving a few pixels so it isn’t mistaken for a click.
  2. The target column highlights when you hover over it. Release the card to drop it.
  3. The engagement moves to that stage optimistically, and a “Engagement moved” confirmation appears. A new entry is added to the engagement’s stage history with a timestamp.
  4. If the move fails on the server, the card snaps back to its original column and an error is shown.

Create an Engagement from the Board

  1. Select the playbook whose board you’re viewing (if you haven’t already).
  2. Click New Engagement. The creation dialog opens with that playbook pre-selected.
  3. Fill in the client, name, stage, and any other fields, then click Create. See Create an engagement for the full walkthrough.
  4. The board refreshes and the new engagement appears in its starting stage column.

View Engagement Detail

  1. Click anywhere on an engagement card.
  2. The Engagement detail panel slides in from the right, overlaying the board.
  3. From the detail panel you can edit fields, change the stage, browse tasks, log time, review invoices, and read the activity log.
  4. Click the × or press Escape to close the panel and return to the board.

Auto-Advance Between Stages

A playbook stage can be configured to advance automatically once its exit conditions are met — for example, when the last task in the stage is completed. When that happens, the engagement moves to the next non-terminal stage on its own. The automated move is recorded in the engagement’s stage history (labelled auto-advance), so you can distinguish it from manual drags.

  • Engagements List — Table view of all engagements with filters and bulk stage moves
  • Playbooks — Define the stages, colours, and auto-advance rules the board renders
  • Tasks — Manage individual tasks within each engagement
  • Calendar — See engagement deadlines alongside task due dates in a time-based view