Aline lets you manage your workflows on Kanban boards — visual pipelines where each contract is a card that moves across columns as it progresses. Instead of one long list, you get a board view tailored to how your team actually works, with separate boards for different processes and status columns that match your real stages.
Use boards when you want an at-a-glance view of where every contract stands and a simple way to move work forward.
What You Can Do
Create separate boards for different workflows — for example, one board for NDAs, another for vendor reviews — so each process has its own pipeline instead of everything living in one place.
Design custom status columns that match your process (not just generic stages), so the board reflects how your team really moves work.
Link workflow phases to columns so cards auto-advance as a workflow progresses — when a phase completes, the card moves to the next column automatically.
Getting Started
Open your Workflows area and click "Board" view on the top right .
Create a new board for a specific workflow type (e.g., NDAs or vendor reviews).
Add and name your status columns to match the stages your team uses.
Optionally, link each column to a workflow phase so cards advance automatically as the workflow moves forward.
Switch to the board to see your contracts as cards, and drag a card to update its status when needed.
When to Use Boards vs. a List
Use a board when you want to see your pipeline and move work visually — great for standups and status reviews.
Use a list/report when you want to filter, sort, and analyze many contracts at once (see Report Filtering, Grouping & Custom Properties).
💡 Best Practice: Keep each board focused on one process with a small number of clear columns. Boards work best when the columns map exactly to the real decision points in your workflow — and linking phases to columns keeps the board accurate without manual dragging.
Kanban boards give each of your processes its own visual pipeline with the exact statuses your team uses — and when columns are linked to workflow phases, cards move themselves as work gets done.
Related articles: Create a Workflow from a Template · The Triage Inbox: Managing Incoming Requests · Workflow Insights & Analytics