On every plan, including Free
The board your work already lives on, in the system your work is about.
Lists, cards and drag and drop, modelled on a working NDT consultant's board — with the one thing a general board tool cannot do: a card that links to the job, the company or the technician it concerns, and an activity feed that comes from the same audit trail as everything else in TRACE.
Who it's forTeams already running their work on sticky notes, a whiteboard or somebody else's board tool, who want the cards to sit beside the jobs and companies they are about.
What it does
Task Boards, in detail.
Everything a card should carry
A description, a due date, board-scoped labels, members, file attachments, one or more checklists whose lines you edit in place and drag into order, comments that @mention a teammate, and a cover colour. Mark a card complete and it stops nagging. Move it to any list on any of your boards; archive a card or a whole list and restore it from the board's Archive page.
Template cards for the work you do every time
Keep a card as a template — a new-client setup, an audit prep, an onboarding — and Use template copies it with every checklist item reset. Add checklist can also copy its items straight from any other card, so a routine nobody wrote down stops being carried in somebody's head.
Three ways to look at the same board
The board itself, a sortable Table view, and a Calendar of everything with a due date. A filter bar — text, label, member, due — narrows the board, on the phone as well as the browser; the Table sorts instead. Lists collapse to a slim bar, take a colour that washes the whole list, and can carry an advisory card limit that colours when it is full without ever blocking a drop.
Cards that know what they are about
Link a card to a job or a company and it stops being a note about the work and becomes part of it — the link is live, the record is one click away, and the card's activity feed narrates who moved it, renamed it, set its due date or linked it, read from the same audit trail that covers the rest of your account rather than a log of its own.
Due cards ride the digest you already get
A card's due date joins the same reminder digest as certifications, tool checks and invoices, lights the same notification bell, and lands on the dashboard calendar. There is no second place to check.
The same board in your pocket
Boards work from the mobile app, drag and drop included, and the phone does nearly everything the browser does: due dates, covers, job and company links, attachments straight from the camera, comments, checklists end to end, the list and board menus, and creating boards.
How it works
Day to day.
- 1
Make a board
Name it after the thing it tracks — a client, a certification round, the quarter. Lists start empty; drag them into the order you actually work in.
- 2
Put the work on it
Add cards, give the ones that matter a due date and a label, and link the ones that concern a job or a company. Anything with a routine becomes a template card once, and is copied thereafter.
- 3
Work the board
Drag cards along as they move. Two people on the same board see each other's moves without refreshing. Comments and @mentions keep the conversation on the card instead of in a mailbox.
- 4
Let it remind you
Due cards appear in the digest and the bell like every other deadline in TRACE, so a board nobody opened for a week still tells you what it is holding.
A board, not a schedule, and not for everyone on the account
Boards are for your own staff. Technicians and client-portal logins do not get them — though a list can be shared into a client's portal when you want them watching one. Boards also track work rather than planning it: crew assignment, day routes, milestones and per-job profitability live in Project Management, and a board card links to a job rather than replacing it. Two views stay on the browser, where there is room for them — the sortable Table and the month Calendar — and so does live updating: the phone brings a board up to date when you open it or pull the list down, rather than holding a connection open in your pocket.
Want to see it on your own program?
Tell us how your NDT program runs today and we'll show you how this fits it.