Included with Free, Plus, Pro and Enterprise
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 or the company 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.
Included with the core compliance plans — Free, Plus, Pro and Enterprise — at no extra cost, but not with a single-module account, where one module such as Certification Tests, Projects, Clients or Ledger is bought on its own. See pricing.
What it does
Task Boards, in detail.
Everything a card should carry
Due dates, labels, members, checklists, attachments and comments that @mention a teammate.
Cards that know what they are about
Link a card to a job or a company and the record is one click away.
Three ways to look at the same board
The board itself, a sortable table, and a calendar of everything with a due date.
Routine work, handled
Simple automations move cards for you, template cards copy a routine, and a forwarded email becomes a card.
Due cards ride the digest you already get
Due dates join the same digest and bell as certifications and invoices.
The same board in your pocket
Boards work from the mobile app, drag and drop included.
How it works
Day to day.
- 1
Make a board
Name it after what it tracks.
- 2
Put the work on it
Add cards, due dates and links to jobs and companies.
- 3
Work the board
Drag cards along, and let the digest remind you what is due.
A board, not a schedule
Boards are for your staff, and a firm you choose to share a board with; a client sees only a list you share into their portal. Crews, routes and job profitability live in Projects.
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.