An Aptly board is a workspace for a process, such as leasing, renewals, or maintenance. It brings records, responsibility, and next actions together.
- Cards are the items you manage, such as a prospect inquiry or work order.
- Stages are the steps in the process. In Kanban, they appear as columns.
- Fields hold each card’s information.
- Tasks and automations support the work. Moving a card does not by itself prove that the work is complete.
For example, a renter lead might progress from New → Engaged → Tour scheduled → Applied. Your board’s stage names and rules may differ.
Open a board
- Select Boards in the main navigation.
- Open the folder or Favorites dropdown at the top of the board menu.
- Search for a board name or select a board from the list.
The board menu lists boards in the selected folder. Its settings menu includes Manage Folders and Add new folder. These are organization controls—not steps you need to perform for everyday card work.
Choose a view
Use the tabs above the board to choose how to work:
- Kanban: see cards grouped into stage columns.
- Table: review records as rows and fields as columns.
- Other views depend on the board’s setup and your access. New View opens the available view types.
Switching a view changes how you see the work; it is not a stage-change action. For view types and configuration, see Board views overview.
Find the cards you need
- Use the Search cards… box inside the board toolbar and press Enter. Clear the text and press Enter to remove the search.
- Check Filter. For example, Active and Archived show different sets of cards.
- Check Range if you expect a card but cannot see it. Choose From/To dates with the date picker, or use Clear to return to All. When typing dates, include the time’s AM/PM.
- Use Sort By to select an available sort field. Fields opens visible/hidden field settings for the view.
Search, filters, and date range can work together. Before assuming a card is missing, clear the search and range and check the selected filter. In the demo check, the archived QA card appeared under Archived, disappeared when the range excluded its date, and returned after clearing the range.
The separate search bar at the top of Aptly is context-sensitive; on Boards it is labeled Search cards…, while the Inbox uses conversation search. Do not assume it searches every object or document at once.
Where to configure a board
Use the board’s settings cog for configuration. Board Fields is a direct settings section; it is different from Fields in the view toolbar, which controls display.
For setup details, use the linked guides below rather than changing a live workflow while learning navigation. Settings, available views, and actions can vary with permissions and board configuration.