ARK

Boards & Groups

Boards are Track's primary view. Each board is a pipeline with ordered stages, and cards move across stages as work progresses.

Creating a board

Boards → New Pipeline.

Give it a name (e.g., Sales Q2, Hiring — Engineering), pick a record type (contacts, companies, or deals), and define your stages. Stages are just labels with a position and an optional stage probability.

Every workspace can have unlimited boards. Boards are scoped to workspaces — members only see the boards their workspace owns.

Views

Each board ships with three views:

ViewWhen to use
KanbanDefault. Drag cards between stages. Great for pipeline management.
ListDense table with sortable columns. Great for bulk editing.
CalendarCards pinned to their due-date field. Great for scheduling.

Toggle views from the tab bar at the top of any board. Your last view is remembered per board.

Stages

Stages live on the board. Add a stage, drag to reorder, rename inline, or delete (cards in a deleted stage move to the previous stage).

Each stage has:

  • Name — displayed in the column header.
  • Probability — optional. For deal pipelines, multiplies deal value to compute weighted pipeline.
  • Type — open, won, or lost. Used by reports.

Groups

Groups split a board into horizontal swimlanes. Common uses:

  • Group by owner to see each rep's pipeline separately.
  • Group by segment (e.g., Enterprise / SMB / Startup).
  • Group by region or priority.

Enable groups from the board's View menu. Groups respect your active filter.

Filters and saved views

Filter by any field: stage, owner, tag, custom field, date range, value, activity freshness. Stack filters with AND/OR.

Save a filtered view with Save as view. Views appear in the left rail. You can share a view URL — the recipient sees the same filters if they have access to the board.

Permissions

Boards inherit permissions from their workspace. Within a workspace:

  • Admin — can create, delete, and reconfigure any board.
  • Member — can view boards they've been added to, create cards, move them, and leave comments.
  • Viewer — read-only.

Per-board access is managed in Board settings → Members.

Common board operations

  • Reorder cards within a stage: drag.
  • Move between stages: drag across columns.
  • Bulk-edit: shift-click multiple cards, then use the action bar.
  • Archive stale cards: set up an automation (see Automations).
  • Export board to CSV: Board menu → Export. Respects the active filter.

Database shape

Boards are stored in boards, stages in board_stages, cards in board_cards. See Database Reference for columns and relationships.