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Workspace OverviewKey Features at a Glance

Key Features at a Glance

Workspace combines multiple operational tools into a single, visual interface.

Dual board system

  • Export and Import workflows tailored to your role.
  • Switch between boards using tabs at the top of the Workspace.
  • Each board shows workflow columns relevant to your operational responsibilities.

Visual Kanban board

  • Organise all bookings on an intuitive board where each column represents a stage in your workflow.
  • Move bookings between columns as they progress, giving your team instant visibility into operational status.

Booking cards

Each booking appears as a card showing:

  • Origin → Destination route.
  • Issue date.
  • Unique booking ID.
  • Visual status indicators.
  • Quick access to full details.

Drag-and-drop workflow

  • Update booking status by dragging cards between columns.
  • Changes are visible to your entire team in real time.

Quick booking creation

  • Create new bookings directly from the Workspace with the New Manifest button.
  • Link to existing rates, add customer details, and start tracking immediately.

Workflow columns

Export board columns

  1. Manifest / BL – Bill of Lading preparation and export manifest.
  2. Documentation – Export documentation and customs clearance.
  3. Invoice – Billing and payment for export services.
  4. Telex Release – Authorisation to release cargo at destination.
  5. Archive – Completed export bookings.

Import board columns

  1. Manifest / BL – Arrival manifest and import bill of lading.
  2. Invoice – Import charges and billing.
  3. Documentation – Import customs clearance and documentation.
  4. Delivery Order – Authorisation for cargo release and delivery.
  5. Detention – Tracking container detention and demurrage charges.
  6. Archive – Completed import bookings.

Team assignment

  • Assign bookings to specific team members.
  • Track who is responsible for each shipment.
  • Filter the board by assignee to focus on your workload.

Real-time updates

  • Changes made by any team member appear instantly for everyone viewing the board.

Document management

  • Access bills of lading, invoices, packing lists, certificates, and all shipment documents directly from booking cards.

Status indicators and empty states

  • Color-coded indicators, badges, and visual cues highlight urgent bookings, pending actions, and completed stages.
  • Empty columns show an icon and “The Column is empty” message for clear feedback.

Archive and history

  • Move completed bookings to Archive to keep the active board clean.
  • Preserve full historical records for reference, audits, and reporting.
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