Kanban Boards for NetSuite

Visually organise, manage and update task records easily

VISUAL TASK MANAGEMENT

Empower team collaborations

Resilience and maintaining organisational efficiency are essential for success in the uncertain and dynamic business landscape.

With Kanban Boards for NetSuite you can modernise any projects, sales, marketing, or any operational task and transaction that is complex.

Our solution is designed, and built natively, on the NetSuite platform, ensuring that your data is always up-to-date and in real time. Eliminates the need for manual updates across other comparative solutions like Trello or Jira. This means you can focus on what matters most – driving your tasks forward.

Stay ahead of deadlines and keep on track with Kanban Boards for NetSuite.

Get a clear view of upcoming tasks and identify any bottlenecks that may hinder your progress.

Lady working efficiently on a computer with Kanban Boards for NetSuite
PRODUCTIVITY UNLEASHED

Kanban Boards for NetSuite built on NetSuite

Kanban Boards for NetSuite is built on the NetSuite platform. You experience simplicity, flexibility, and power directly in one solution. With boards, lists, and cards, so you can see who is working on what, what needs to be done, and when.

Boards

Boards

You will be able to keep tasks organised across any of your process areas like sales, projects, resource allocations, etc, moving forward. Tracking every task progress from from “to do” to “done” is easy, seamless and visually clear.

Lists

Lists

Starting with the fundamental stages of viewing tasks based on defining and outlining all the information using NetSuite Saved Searches. All this information is displayed on the board dashboard view as cards.

Swim Lane

Cards

Cards show tasks across any NetSuite record based on defined swimlanes. Each card contains the task essentials to complete a task. Drop & drag cards from any defined swimlane updating NetSuite records instantly.

SEE YOUR TASKS DIFFERENTLY

Leave no task undone

If you are tired of manually navigating through a maze of tasks? Kanban Boards for NetSuite offers a modern inline solution. With clear visualisations and customisable boards, you can streamline tasks for each person, keeping the team aligned and focused.

Built on the NetSuite platform. It’s all done in NetSuite.

Easily understand tasks
by your team with clear, customisable boards.

Move from idea to action for each stage with drop-drag functionality quickly and easily.

Instantly see the status
of every task and hit deadlines without fail.

Changes made on the board are updated in NetSuite automatically.

DOWNLOAD the technical datasheet for more information here.

UNLOCK EFFICIENCES

Kanban Boards for every role

Sales

Sales managers are provided with a clear and accurate view of the sales pipeline, allowing for better strategic planning and decision-making.

Customer Service

Your customer service operations can manage inquiries, requests, and complaints efficiently to provide high quality support..

Manufacturing

The visual representation of the entire manufacturing process allows managers to see task status, identify bottlenecks, and make informed decisions.

Service Delivery

Service delivery teams can better understand customer needs, manage work more effectively, and continuously improve delivery processes.

Marketing

Marketing teams can visualise campaign steps, limit work-in-progress, ensuring quality and timely completion of campaign projects.

Human Resources

HR teams can manage budgets for recruitment, training, benefits, payroll, and more leading to cost-effective HR operations.
WATCH KANBAN BOARDS IN ACTION

Product Demonstration

FMG Engineering Logo
“Since 2014, we have been using NetSuite. Before adopting Kanban Boards for NetSuite, our workflow lacked structure and was cumbersome for our users to update key information. If you can’t get people using it, you can’t get the most from it. If your data is not up to date, your reporting is inaccurate. After implementing Kanban Boards, everything changed. Now, NetSuite is our trusted, reliable source of truth.”

Iain Whyte, IT Manager

Read the case study and discover how FMG Engineering achieves integrated workflow mastery here

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Ready to transform your task management experience?

Try Kanban Boards for NetSuite and experience the power of task management built in NetSuite

Kanban Boards for NetSuite examples