Overview
The Workspace in Portmasters is your operational command center for managing all freight forwarding activities. Built around an intuitive Kanban board system, it provides a visual, flow-based approach to tracking bookings from initial quote through final delivery.
Use this section to understand how the Workspace is structured, who it is for, and how Export and Import workflows differ.
What you’ll find in this section
- Introduction to Workspace – What Workspace is and how it changes daily operations.
- Who Should Use Workspace – Which teams and companies benefit most.
- Key Features at a Glance – Overview of boards, cards, collaboration, and documents.
- How Workspace Fits into Portmasters – How it connects with Marketplace, Documentation, and Invoicing.
- Understanding Export vs Import Workflows – When to use each board and what changes between them.
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