The job board: stages, cards and drag-and-drop

Preconditions

• A board with jobs in most columns, one of them sent more than three days ago and unopened so the amber chip shows.

Steps

• 1. Read the headerDo: Open Board. Read the title line: "N active jobs · $X still to win". Note the search box "Search name, address, phone", the "Show lost" switch, the refresh button and "New job".Expect: Active jobs counts everything that is not lost and not yet Paid. "Still to win" adds up the value in New lead, Inspected and Quote sent.Actual:
• 2. Read a cardDo: Pick a card in Quote sent. Find the customer name, the dollar value, the address line, the days-in-stage ("today" or "Nd"), the photo thumbnail with count if photos exist, and the tracking chip.Expect: The chip is one of: "Signed", "Partly signed", "Opened N× · <time>", "Not opened · sent Nd ago" (amber, after 3 days) or "Sent <time>".Actual:
• 3. Drag a job to another stageDo: Press on a card, move at least a few pixels, drag it to the In production column and release. On touch, hold for a moment before dragging.Expect: The card moves at once and a toast reads "<Customer> moved to In production". The column counts and totals update.Actual:
• 4. Move with the menu insteadDo: Click the "⋯" on a card. Under "Move to", click a stage. The current stage is greyed out.Expect: Same result as dragging. The menu also holds "Mark as lost" or "Reopen job".Actual:
• 5. Search and show lost jobsDo: Type part of a name, street, city, email or phone into the search box. Then turn on "Show lost".Expect: Cards filter as you type. Lost jobs appear with a "Lost" badge; they are hidden by default and excluded from column totals.Actual:
• 6. Know the automatic movesDo: Read this list; you will see each happen in later lessons. Photos saved → Inspected. Proposal sent or shared → Quote sent. Proposal signed → Signed. Order created → Materials ordered. Invoice created → Invoiced.Expect: Automatic moves only go forwards. In production and Paid are never automatic.Actual:

Known pitfalls to probe

Trigger each situation deliberately and check the app behaves, or guides the user, as described.

• The card jumped back after I dropped it.What should happen or be shown: The server refused the move (for example the job was deleted by someone else, or your workspace is read-only). Check the toast message and refresh.
• I cannot drag on my phone.What should happen or be shown: Press and hold the card for about a quarter of a second before moving, or use the "⋯" menu.