Sign inEvery job, every status, on one board
The Kanban board is the home screen of your practice. Queued, In progress, In review, Amendments needed and Ready to file sit side by side — drag a card to move the work on, filter to just yours, and see what is overdue at a glance.
Oblix job boards are a drag-and-drop Kanban view that is the default home screen of the practice. Every live job sits in a column that maps to its status — Queued, In progress, In review, Amendments needed and Ready to file — and staff drag a card to move the work on. The board filters by mine or all, by urgency and by job type, with separate boards for payroll, VAT, CIS and company-secretarial teams and a built-in reviewer sign-off step.
- Makes a drag-and-drop Kanban board the default home screen, showing every live job in a column that maps to its status
- Lets staff drag a card to progress a job, with only valid status transitions allowed and a reviewer required before review
- Filters the board by mine or all jobs, by urgency and by job type
- Gives payroll, VAT, CIS and company-secretarial teams their own department boards, with optional auto-pass on routine recurring work
- Runs a built-in reviewer sign-off step with per-task notes, approve or return for amendments, and notification of the person who did the work
You cannot see where the work actually is
Half the practice tracks jobs in a spreadsheet, the other half in their heads. Nobody can say at a glance how many sets of accounts are sitting in review, which returns are still queued, or whose work is stuck waiting on a partner. The practice manager rebuilds the same status picture every Monday, and a fee-earner opening their day has to go hunting for what is theirs. Work slips because it falls between the cracks of three different trackers.
One board everyone works from
Oblix makes a drag-and-drop Kanban board the default home screen. Open the practice and you see every live job in a column that matches its status — no spreadsheet, no separate tracker, no Monday rebuild. A fee-earner filters to their own jobs and has a clear queue for the day. A practice manager flips to all jobs, sorts by urgency, and sees in seconds what is overdue, what is in review and what is ready to file. Drag a card to a new column and the job moves on, and everyone is looking at the same picture.
How the board works
The board is the same Kanban view for everyone, built on a fixed set of columns that match the job status workflow. You move work by dragging cards, and Oblix keeps the board honest by only allowing valid moves.
Columns map to job status
The board shows five columns, left to right: Queued, In progress, In review, Amendments needed and Ready to file. They map directly to the job status, so the column a card sits in is the truth about that job. Filed and completed work drops off the board to keep it focused; you see it in the sortable list view.
Drag to progress a job
Move a job on by dragging its card to the next column. The board updates straight away and the change is saved against the job, so the whole practice sees the new status.
Only valid moves are allowed
Jobs follow a defined workflow — Not started, In progress, In review, Ready to file, Filed and Complete, plus On hold, Amendments needed and Cancelled. Oblix only permits valid moves, and a job cannot enter review without a reviewer assigned, so the board cannot be dragged into an impossible state.
Filter to what matters now
Switch between your jobs and all jobs, and filter by urgency and by job type. A fee-earner narrows to their own queue; a manager looks across the whole team and pulls the urgent work to the front.
List view when you prefer a table
Toggle to a sortable list view as an alternative to the board — useful for working through filed and completed jobs, or for anyone who would rather scan a table than a set of columns.
Boards for payroll, VAT, CIS and company secretarial
Specialist teams get their own department workstream boards. Payroll, VAT, CIS and company-secretarial (CS01) work each runs on a stage-based board, with each specialist locked to their own board and partners and managers able to see all of them. For routine recurring work, a firm can switch a specialist department into auto-pass, letting staff move a job straight from queue to done in one step without a reviewer, while any department left out keeps its normal review step. Auto-pass applies only to those specialist departments, never to accounts, tax or advisory jobs.
Built-in review and sign-off
When a job reaches In review, only the assigned reviewer can act on it. They work through per-task notes and either approve the job or return it for amendments with an overall note, and the person who did the work is notified in-app and by email either way. Every decision is recorded, so there is a clear trail of who signed off what and when. Reviewers cannot be set to review their own work.
What it gives the practice.
Drag-and-drop Kanban board as the default home screen, with a sortable list view alternative
The whole practice opens to the same live picture of every job — no spreadsheet to rebuild and no separate tracker to chase.
Columns map to job status and only valid transitions are allowed, with a reviewer required before a job enters review
The column a card sits in is the truth about the job, and the board can never be dragged into an impossible or unreviewed state.
Filter by mine or all, by urgency and by job type
A fee-earner gets a clear personal queue while a manager pulls the urgent work to the front across the whole team.
Department boards for payroll, VAT, CIS and company secretarial with optional auto-pass on routine recurring work
Specialist teams work from their own board and can clear routine runs queue-to-done in one step, while partners still see everything.
Built-in reviewer sign-off with per-task notes, approve or return for amendments, and in-app and email notification
Sign-off happens inside the job with a recorded trail, so nothing reaches filing without a named reviewer signing it off.
Questions practices ask
What columns does the job board have?
The board has five columns, left to right: Queued, In progress, In review, Amendments needed and Ready to file. They map directly to each job's status, so the column a card sits in tells you exactly where the work is. Filed and completed jobs deliberately drop off the board to keep it focused on live work — you can still see them in the sortable list view.
Can I customise the board columns for my practice?
No — the columns are a fixed set that maps to Oblix's job status workflow, and the workflow itself is not editable per firm. This is deliberate: because every practice's board uses the same statuses, the column a job sits in always means the same thing, and the system can guarantee only valid moves. You can tailor what you see by filtering to your jobs, by urgency and by job type, and specialist teams get their own department boards.
How does a fee-earner see only their own jobs?
Switch the board filter from all jobs to mine, and it narrows to the jobs assigned to you. You can layer urgency and job-type filters on top to focus the queue further. A practice manager uses the same filters in reverse — viewing all jobs and sorting by urgency — to see across the whole team.
Do payroll, VAT and CIS teams get their own boards?
Yes. Payroll, VAT, CIS and company-secretarial teams each get their own department workstream board, and each specialist is locked to their own board while partners and managers can see all of them. For routine recurring work, a firm can opt a specialist department into auto-pass, which lets staff move a job from queue to done in one step without a reviewer; any department left out keeps its normal review step.
How does review and sign-off work on a job?
When a job moves to In review, only the assigned reviewer can act on it, and a job cannot enter review at all without a reviewer set. The reviewer adds per-task notes and either approves the job or returns it for amendments, and the person who did the work is notified in-app and by email either way. Every decision is recorded against the job, giving a clear sign-off trail.
Give the practice one place to see the work.
Bring every client, job, deadline, document, chargeable hour and client conversation into a single operating view for the whole firm.