Streamlining Workflow Management from Inquiry to Procurement with the Thread Board Module.
Introduction
Welcome to the Frontier.cool onboarding series. In this segment, we introduce the Thread Board Module, a key component of the platform designed to optimize workflow management.
Overview
The Thread Board Module serves as a dynamic workflow tool, offering a comprehensive system to organize, communicate, and monitor assets throughout various stages of procurement and beyond.
Key Features of the Thread Board
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Swimlane Design:
- Utilizes user-configured column headers for organizing assets in a workflow format.
- Tailored to suit the specific needs and processes of your organization.
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Monitoring Assets:
- Enables tracking of fabrics from initial requests and inquiries to sample yardage and bulk production stages.
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Card Representation:
- Each card represents a line of communication about a specific asset.
- Surface-level summary data includes images, number of organizations communicating, message count, starred messages, tags, and participant count.
- New unread messages are indicated with a green bubble.
Detailed Card Information
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Accessing Detailed Data:
- Clicking on a card opens a side drawer with more in-depth information.
- Edit the thread name and access the thread summary via the thread summary icon.
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Message Management:
- Toggle between internal and external messages.
- Star messages, filter by user, date, and tags, or add new messages.
- Select between internal and external users to receive messages.
- Use the @ symbol to direct messages to specific users and create tags for organization.
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Adding to the Conversation:
- Engage in the conversation thread, view the entire discussion, and add messages using the 'Add sticker message' button.
Conclusion
The Thread Board Module in Frontier.cool offers a structured yet flexible approach to managing workflows and communications. It's an essential tool for ensuring efficient progress from the initial inquiry stage to final procurement. For further information or support with the Thread Board Module, contact the Frontier support team at support@frontier.cool. Utilize this module to enhance communication and workflow efficiency within your organization on Frontier.cool.