See the work
Arrange cards across Kanban-style columns. Give a project or team a clear view of what is being explored, reviewed, or completed.
KANBAN BOARDS · TICKETS · SHARED PLANNING
A place for the work around your information.
Turn selected follow-up work into a shared plan. Organize boards and tickets, follow linked notifications, and catch up on ticket activity and mentions in a daily email summary.
PROJECT REVIEW Illustrative example
To explore
ResearchReview monitoring reports
Project team
ResearchCheck source records
Research team
In review
ReviewCompare project data
Project team
ReviewClarify open questions
Research team
Complete
KnowledgePublish research brief
Project team
Coordinate the work that needs a plan.
INSIDE THE WORKSPACE
Use the workspace the way your work needs it.
Add responsibility
Use tickets to keep track of status, assignees, priorities, and due dates when a piece of work needs more structure.
Plan with others
Invite workspace members to planning boards, bring relevant tickets into a shared view, and use mentions to draw people into the discussion.
VISUAL PLANNING
Make a board that fits the project.
Create columns, arrange cards, and adjust the board as your work changes. Lightweight text cards and tickets let you choose the amount of structure you need.
- Custom columns and drag-and-drop card organization
- Text cards for lightweight planning
- Tickets for work with status and ownership
KEEP UP WITH THE WORK
Follow the conversation back to its context.
Open ticket and item links from dashboard notifications to return to the work that needs your attention. A daily email summary brings ticket activity and mentions together for a regular catch-up.
- Linked dashboard notifications for tickets and items
- Mentions that connect people with relevant discussions
- Daily summaries of ticket notifications and mentions, scheduled by workspace time zone
PART OF A BROADER WORKSPACE
Workflow when you need it. Knowledge when you don’t.
Eforge can be your research environment, your organized record of a subject, or your shared information workspace. Workflow adds a place to coordinate activity without making every document or insight into a task.
- Use research and exploration as outcomes in their own right
- Add a planning view where coordination helps
- Keep working with documents, records, and creative tools
PUT IT IN CONTEXT
Coordinate a review without turning everything into a task.
Explore the documents and data first. If questions need follow-up, create tickets and arrange the review on a board. Keep the workspace useful as a knowledge base throughout.
- 1Explore the information
- 2Plan selected follow-up work
- 3Track the review
A workflow board is one part of Eforge. Organizing information, exploring data, and developing understanding are equally valid reasons to use the workspace.
MAKE ROOM FOR DEEPER UNDERSTANDING