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Managing Kanban Columns & Pipeline Stages

Purpose

This operational and administrative guide details how Home Kanban pipeline columns are structured, customized, reordered, and configured for daily branch workflow in Cashy-Hub.

1. Pipeline Architecture & Dynamic Stages

Cashy-Hub provides a dynamic Kanban board where pipeline columns represent real-world operational milestones. When you log into Cashy-Hub, the Home view loads the workflow stages assigned to your branch:

graph LR
    Inbox["INBOX (System Landing)"] --> Appraisal["Appraisal & Research"]
    Appraisal --> Verification["Customer Verification"]
    Verification --> PayoutReady["Ready for Payout"]
    PayoutReady --> VaultStored["Active Vault Storage"]
    VaultStored --> Settlement["Redeemed / Closed"]

The System INBOX Column

  • The leftmost column is always the INBOX column.
  • It acts as the initial landing dock for all incoming deals created via the counter or online portal.
  • Special Protection Rules:
  • You cannot insert a new column to the left of INBOX.
  • You cannot add internal operational task cards to INBOX (tasks must be assigned to specific workflow stages).

2. Adding & Reordering Columns

Authorized store managers and administrators can customize the horizontal flow of the Kanban board to reflect their branch's specific operational processes.

Adding a New Column

Interactive insertion zones appear between columns and at the far right of the board: 1. Hover between any two existing columns or scroll to the far right edge of the board. 2. Click the + (Add Column) button located in the insertion zone. 3. A new column appears immediately on your canvas. 4. Click the Settings (Sliders) icon in the new column header to open the configuration panel and assign its title, color, and properties.

Reordering Columns

  1. Click and hold the header of the column you wish to reposition.
  2. Drag the column horizontally to the desired position along the board.
  3. Release the mouse. The updated order is saved automatically.

3. The Column Configuration Panel

Every column features a Settings (Sliders) icon in its header. Clicking this icon opens the Column Configuration slide-over panel:

Configuration Controls & Properties

Setting Control Type Description & Constraints
Name Text Input The column title displayed in the header. Limited to 18 alphanumeric characters (special symbols are automatically filtered).
Column Colour Color Picker Palette Selects the accent color applied to the top border of the column (e.g. Teal, Indigo, Rose, Amber).
Sort cards by Dropdown Determines how cards are ordered vertically within the column:
• Due Date (DUEDATE): Prioritizes cards by loan maturity or task deadline.
• Created Date (CREATEDDATE): Prioritizes cards by booking age.
Sorting order Dropdown Choose between Descending (Default) or Ascending.
Visible to Partners? Toggle Switch When enabled, external partner accounts with portal access can view this column. When disabled, the column remains visible only to internal store staff.
Visible to Shops Checkbox List Multi-branch visibility control. Select which specific store locations (e.g. AT / Wien, DE / Berlin) can see and use this column.

To apply changes, click the primary Close button in the drawer footer. Your settings are instantly saved and applied across the board.

4. Column Deletion Safeguards

To prevent accidental data loss or orphaned contracts, Cashy-Hub enforces strict deletion safeguards:

graph TD
    ClickDelete[Click 'Delete Column'] --> CheckCount{Does column contain cards?}
    CheckCount -- Yes (Card Count > 0) --> Blocked["Button Disabled: 'Cannot delete column with cards'"]
    CheckCount -- No (Card Count == 0) --> ConfirmDialog["Confirmation Modal:
    'Are you sure you want to delete this column?
    This action cannot be undone.'"]
    ConfirmDialog --> UserConfirm{User confirms?}
    UserConfirm -- Cancel --> Aborted[Column Retained]
    UserConfirm -- Delete --> Deleted[Column Removed from Board]
  1. Active Card Safeguard:
  2. If a column contains any cards (active deals or task reminders), the Delete Column button is permanently disabled with the tooltip: "Cannot delete column with cards".
  3. To delete a column, you must first drag all remaining deals and tasks into adjacent columns.
  4. Confirmation Modal:
  5. When the column is completely empty (0 cards), clicking Delete Column prompts a confirmation dialog.
  6. Click Delete to permanently remove the stage from your board.

5. Synchronizing Columns with Deal Checkpoints

Pipeline stages operate in direct synchronization with Deal Checkpoints configured under Organization Settings: - When counter operators complete dynamic wizard steps (such as verifying customer ID, completing an appraisal, or slotting collateral in vault storage), the deal's milestone status automatically advances. - The deal card immediately updates its position on the Kanban board to match the corresponding pipeline column, ensuring the whole team has real-time visibility into branch inventory and deal progress.