Accounts Board

The Accounts Board gives you a dedicated workspace for tracking customer accounts through a CRM-style pipeline. Use it to organize accounts by stage, review account details in a side panel, and keep pipeline work moving without leaving the board.

01When to use the Accounts Board

Use the Accounts Board when you need a clear view of where customer accounts sit in your pipeline. It works well for sales, onboarding, customer success, or any workflow where you want to move accounts through defined stages such as Prospect, Qualified, Trial, Active, and Churned.

Choose the board when you want to:

• See all accounts grouped by current stage
• Update account details without navigating away from the board
• Move accounts forward or backward as their status changes
• Leave comments to capture context for teammates
• Remove outdated or incorrect account records

02Core concepts

The Accounts Board uses the same core interaction model as other Canary boards. You work with cards on a stage-based board, then open those cards in a side panel to review or update details.

Accounts and pipeline stages

Each account appears as a card in a stage column. Stages represent where that account currently sits in your customer lifecycle.

Common pipeline stages include:

Stage	What it represents
Prospect	A potential customer you are tracking but have not qualified yet
Qualified	An account that meets your criteria for follow-up or outreach
Trial	An account actively evaluating your product
Active	A current customer or fully adopted account
Churned	An account that is no longer active

Use stages consistently so your board reflects real pipeline progress. When you move a card to a new stage, the board updates to match that account’s latest status.

Board cards and side-panel details

Each board card summarizes an account and gives you a quick way to act on it. Open a card to view more complete details in a side panel.

Use the side panel to:

• Review account information without leaving the board
• Edit account details from a focused workspace
• Change the account’s stage
• Add and manage a checklist directly from the account card
• Add comments when you need to capture context or handoff notes
• Delete the account record if it is no longer needed

Checklist items help you track account-specific work such as qualification steps, onboarding tasks, or follow-up actions. As you complete items, the card and side panel show checklist progress so you can quickly see what is done and what still needs attention.

This shared card model keeps board interactions consistent across Canary. If you have used other boards, the Accounts Board follows the same pattern for opening, editing, and managing cards.

03Account details drawer

Open any account card to work in the account details drawer. The drawer uses a sticky layout, so key actions and account context stay visible while you scroll through longer record details, checklist items, and comments.

This layout makes it easier to review or update an account without losing access to the main actions. Use the top area of the drawer for primary actions and account context, then scroll the body content to edit fields, manage checklist items, and review discussion.

04Manage accounts

Use the board for day-to-day account maintenance. Create records when you start tracking a new account, then update, move, comment on, or remove records as work progresses.

You can also use inline search to find matching account cards across the board without manually scanning each stage column. Search updates the visible cards as you type, which makes it faster to review active work or jump to a specific account.

Create and edit account records

Create an account record when you want to add a new customer or prospect to the pipeline. Edit an existing record when account details change or when you need to keep information accurate for the rest of your team.

To create or edit an account:

1. Open the Accounts Board.
2. Create a new account record from the board, or select an existing card.
3. In the side panel, enter or update the account details.
4. Add or update one or more labels if you want to visually organize the account on the board.
5. Add or update checklist items if you want to track work from the account card.
6. Click Save.

Labels give you a lightweight way to group accounts across stages. Use them for workflows such as segmenting strategic accounts, marking renewal risk, or highlighting ownership by team.

Keep account records concise and current so teammates can quickly understand the latest state of each account. Use labels when you want fast visual scanning on the board, and use checklist items for action steps that need to be completed over time. Keep checklist item names short so they are easy to scan on the card.

You can also make quick inline edits to checklist items from the card or side panel. This lets you rename tasks or adjust wording without leaving the account workflow.

Move accounts between stages

Move an account whenever its status changes. This keeps the pipeline accurate and makes stage-based reporting and review easier.

To move an account to a different stage:

1. Open the account card from the board.
2. In the side panel, update the stage to the correct pipeline value.
3. Save your changes.

Depending on your workflow, you may also be able to move cards directly on the board. Drag-and-drop interactions are more responsive, with smoother movement and fewer accidental card openings while you reposition cards.

Link an account to a Canary organization

Link an account when you want to connect the board record to the correct Canary organization. This helps you keep internal account tracking aligned with the org your team works in elsewhere across Canary.

To link an account to an organization:

1. Open the account card from the board.
2. In the account details drawer, use the Link organization action.
3. Search for and select the correct Canary organization.
4. Confirm the link.
5. Save the account if prompted.

After you link the account, the drawer shows the connected organization as part of the account details. If you are not sure which org to choose, confirm the organization name before saving so you do not connect the account to the wrong record.

Comment on and delete accounts

Add comments when you need to share context, capture follow-up details, or leave notes for teammates. Delete an account when it was created by mistake, is duplicated, or no longer belongs in the workspace.

To comment on or delete an account:

1. Open the account card.
2. In the side panel, add a comment if you want to capture discussion or updates.
3. Use the delete action if you need to remove the record.
4. Confirm the action when prompted.

Delete records carefully. If an account should stay visible for historical context, move it to a terminal stage such as Churned instead of removing it.

05How the shared board card experience works

The Accounts Board uses Canary’s shared board card experience. That means board interactions follow the same general pattern across supported boards.

In practice, this means you can expect to:

• Open a card in a side panel from the board surface
• Edit the underlying record from that panel
• Change stages from the same workflow
• Track checklist progress directly on cards and in the side panel
• Reorder checklist items with drag-and-drop as priorities change
• Delete cards using a consistent action model
• Add comments where the board supports discussion

Checklist progress updates as you complete items, so you can quickly gauge how much account work is finished before opening the full record. When you reorder checklist items, the new order is reflected on the account card so your most important next steps stay at the top.

This consistency reduces context switching. Once you learn the card workflow in one board, you can apply the same mental model in other board-based surfaces across Canary.

06Best practices

Use these habits to keep the Accounts Board useful for your team:

• Define clear stage criteria so everyone moves accounts the same way
• Update stages as soon as account status changes
• Create a small, shared set of labels so everyone uses the same visual categories
• Use label colors consistently for common signals such as risk, segment, or owner
• Keep account details short, specific, and current
• Use checklist items for repeatable next steps such as qualification, handoff, or onboarding tasks
• Reorder checklist items to keep the highest-priority work visible first
• Use comments for handoffs, decisions, and next steps
• Review terminal stages regularly so the board stays focused on active work
• Delete only true mistakes or duplicates

07Finding accounts

Use inline search when you need to locate a specific account card or narrow the board to a smaller set of matches. This helps you review the board faster when you have many accounts across multiple stages.

To find accounts on the board:

1. Open the Accounts Board.
2. Use the search field above the board.
3. Type part of the account name or other visible matching text.
4. Review the filtered cards shown on the board.
5. Clear the search when you want to return to the full board view.

Inline search works directly on the board, so you can keep filtering and opening matching cards without leaving the current workspace.

08Related workflows and records

Use these related pages when you need to connect account work to the rest of your Canary workspace:

• /docs/reference/knowledge-graph for broader record relationships and connected workspace data
• /docs/reference/notifications for alerts tied to account activity and follow-up work
• /docs/reference/flows for workflow automation and repeatable process tracking
• /docs/reference/product-board for another board-based workflow that uses the shared drawer and card model