In today's fast-paced business environment, efficient order management is crucial for maintaining customer satisfaction and operational excellence. Jugl's board and task system transforms complex order management into a streamlined process. Whether you're handling product orders, service requests, or project deliverables, Jugl provides a flexible platform that adapts to your business needs. For example, a phone retailer can track orders from initial customer contact through delivery, while a service-based business can manage client projects from proposal to completion—all within the same intuitive system.

The foundation of efficient order management starts with your board setup. A board in Jugl serves as a dynamic workspace where teams collaborate, track progress, and manage workflows. Think of it as a digital command center where every order's journey is visible and actionable. Each board can be customized with multiple views, columns, and automations to match your specific business processes:

This centralization eliminates the typical chaos of order tracking across multiple systems. Your entire team works from the same dashboard, ensuring everyone sees the latest updates in real-time.

Rather than forcing your business into a pre-set system, Jugl adapts to your existing processes:

First, access your Form Management Dashboard - your central hub for overseeing all order forms. Each form has a unique Form ID with four alphanumeric characters followed by the order quantity, making tracking specific orders simple.

Managing delivery dates efficiently is crucial for order fulfillment. By switching from default to date view, you can visually schedule tasks and ensure balanced workload distribution across days. You can use these various views to better manage your workload.

Then configure your automated workflow:

The system tracks timestamps, generates unique IDs, and creates tasks based on your predefined parameters, ensuring a smooth flow from form submission to order completion.

[Image: Example of completed workflow board]

Each order placed on the customizable order form becomes a comprehensive task:

Transform how your team handles orders through:

Different roles need different perspectives:

Each feature directly addresses real-world challenges in order management, providing practical solutions that adapt to your specific business needs. The system transforms chaotic order tracking into a streamlined operation, allowing your team to focus on growth rather than administrative tasks.