Managing record in NetSuite can sometimes feel overwhelming, especially when you’re juggling multiple tasks, deadlines, and projects. Our NetSuite Kanban app is here to help you simplify the process. It’s a super flexible tool that works with any transaction type, allowing you to organize work, set due dates, and keep everything on track. Plus, it starts at only $299 per month per board.
What Is a Kanban App and Why Do You Need It?
A Kanban board is a visual tool that helps you organize your workload. You can move items between columns, set due dates, and see everything at a glance. With our Kanban app, you can turn any record type in NetSuite—like sales orders, work order, opportunities and projects —into manageable tasks on a board. This makes it easy to keep track of your workflow and see what needs to be done next.
Key Features of Our NetSuite Kanban App
1. Works with Multiple Record Types
Our app isn’t limited to just one type of transaction. Whether you need to manage sales orders, purchase orders, projects, or even support tickets, you can organize them all on a single Kanban board. This flexibility makes it a great fit for businesses of all kinds.
2. Organize Tasks with Drag-and-Drop
Drag-and-drop functionality makes it easy to move tasks from one column to another. For example, you can move a sales order from “Pending” to “In Progress” with a simple click. This visual approach helps you see where everything stands and what needs attention.
3. Set Due Dates to Stay on Track
Never miss a deadline again. You can assign due dates to tasks, so you know exactly when things need to be completed. The app makes it easy to see which tasks are on schedule and which ones need immediate attention.
4. Customizable Boards
Every business is different, so our Kanban app allows you to customize your boards to fit your workflow. You can create columns that match your process, add tags for easy filtering, and set priorities to keep the most important tasks front and center.
How Our NetSuite Kanban App Works
Getting started is quick and easy:
- Create a Board for Your Record Type Start by setting up a board for the transaction type you want to manage. Whether it’s sales orders, invoices, or projects, you can create a board that suits your needs.
- Add Tasks from NetSuite Add tasks directly from NetSuite. The app pulls in transaction details, so you don’t have to worry about manual data entry. You can view key information, like order numbers, dates, and customer details, right on the board.
- Move Tasks and Update Progress As tasks progress, simply move them across columns. This visual flow makes it easy to see where everything stands and keep the team updated.
- Set Due Dates and Assign Tasks You can set due dates for each task and assign them to team members, ensuring that everyone knows what they need to do and when.
Why Choose Our Kanban App?
1. Flexible and Easy to Use
The app is simple and intuitive, with a design that anyone can use. You don’t need to be a tech expert to get started—just drag, drop, and organize.
2. Works Seamlessly within NetSuite
Because our Kanban app integrates directly with NetSuite, it pulls in transaction data automatically. This saves time and reduces the risk of errors, as you won’t have to enter information twice.
3. Available as a Standalone App
Want to work outside NetSuite? Not a problem. The app can be configured to work completely outside of NetSuite.
3. Keeps Teams Organized and Focused
When everyone can see what needs to be done, it’s easier to stay on top of things. With clear due dates and task assignments, you’ll improve teamwork and get projects completed faster.
4. Affordable Pricing
Our Kanban app starts at $299 per month per board with no term requirements. This means you can start small and add more boards as your business grows, keeping costs manageable.
Get Started Today
If you’re looking for a better way to organize your NetSuite transactions and keep your team on track, our NetSuite Kanban app is the perfect solution. With features like drag-and-drop organization, customizable boards, and easy integration, it makes managing your workflow a breeze.
If you would like to know how you can purchase this solution click here! Or contact us to learn how you can install this solution in your NetSuite environment.