Skip to main content
Once opportunities are in your plan, the Kanban view organises them by brief status so you can see where each one stands in its lifecycle and move the work forward.

​
The board

The board has four columns: Each column shows its count, and cards keep their usual content (channel, score, brand flags, task progress).

​
Brief statuses

Each brief carries a status. One is set automatically, and three you set yourself:
  • Generating — set automatically while the brief is being produced.
  • Not Started — the brief is ready but no work has started.
  • In progress — you are actively working on the brief.
  • Implemented — the brief has been completed / applied.
There is no forced order between Not Started, In progress and Implemented — you can move a brief from any of these to any other. Every status change is recorded in the Activity log (who, when, and the before → after values).

​
How brief statuses drive the board

An opportunity’s column is computed from its briefs — its delivery status is derived from the status of its children:
  • at least one brief still Generating → the opportunity sits in Generating;
  • all briefs generated and none started → Ready;
  • at least one brief In progress (and not all implemented) → In progress;
  • all briefs Implemented → Implemented.
You can change a brief’s status directly from its card using the status dropdown. When you do, the opportunity’s position on the board is recalculated and the card moves to the matching column in real time.