Configure Kanban boards

Reonic's Kanban boards are the visual spine of your pipeline. Every project, residential or commercial, lives in exactly one column on exactly one board, and your team moves it through the columns as it progresses from request to signed offer to completed installation. New accounts come pre-seeded with sensible defaults. This guide walks you through tailoring those defaults to your process, adding parallel boards for different sales motions, tuning what shows on each card, and running the day-to-day pipeline operations your team needs.

Before you start

• You need the Admin role to configure boards: adding, renaming, reordering, or deleting statuses, editing card settings, and managing tags are all admin-only. Editors and account managers can move cards but can't change the board's structure.
• Decide which area you want to configure first: Requests / Leads, Offers, or Installations. Each area has its own boards.
• Decide whether you need separate Residential and Commercial boards within an area. They're configured independently.
• If you plan to add multiple parallel boards (for example, PV-direct vs. heat-pump-via-partner), sketch the column names first. Renaming later is fine, but planning saves rework.
• Plan in this order before clicking anything: (1) which area and whether you need Residential plus Commercial variants, (2) the column names per area as states, not actions, (3) a conversion-ratio percentage per column, (4) which card fields to show, (5) the inactivity hint and warning thresholds in days, (6) a starter set of tags. Steps 1 to 3 are board-level; steps 4 to 6 are workspace-wide.
• Kanban changes apply to every user in your workspace the next time they reload the page. What you save is what your team sees.

Open Kanban Board settings

1. Click your workspace avatar (top right) and open Settings.
2. In the Settings sidebar, open Kanban Boards and then the Board management page. A separate Card configuration page (what shows on each tile) sits under the same Kanban Boards category.
3. On Board management, use the Residential / Commercial tabs to switch between your residential and commercial boards.
4. Within each tab, use the area selector to switch between Requests / Leads, Offers, and Installations. Each area has its own boards.

Note: If Kanban Boards doesn't appear in the Settings sidebar at all, your role needs the Admin permission. Ask your admin to grant it, in Settings > Company settings > Users & Teams. If you can open the page but the board area shows no columns, click New status to add your first column. If a specific area (for example, Commercial) shows no boards, create one with New board and the area becomes usable.

Pro tip: The Settings page is the configuration surface. The actual Kanban board where your team works is at Projects > Requests / Offers / Installations in the main navigation. Open both in two tabs while configuring so you can flip back and forth to see the effect of each change.

Create a new board

You can run more than one board per area. For example, one Offer board for direct sales and another for offers handled by a partner channel.

1. Open Settings > Kanban Boards and pick the area (for example, Offers).
2. Pick whether you're working on Residential or Commercial.
3. Click New board.
4. Enter the board name (for example, Offers — Partner channel) and an optional description. The description shows as a tooltip on the board picker.
5. Click Save.

The board lands with a single default New column. Add the rest of your columns next (see Add, rename, and reorder statuses below).

Note: One board per area is usually enough, and the simpler the better. Reach for multiple boards only when two parallel sales motions truly have different stages (different conversion paths, different team handoffs). If the columns would be identical, use tags to differentiate instead (see Tag projects to filter the board below).

Switch between boards

If you have multiple boards in an area, the main Kanban surface (for example, Projects > Offers) shows a board picker at the top. Switching boards is per-user: each member of your team picks which board they want to look at right now.

Add, rename, and reorder statuses

Statuses are the columns on your board. Each one represents a step a project moves through.

1. In Settings > Kanban Boards, expand the board you want to edit.
2. Click Edit to enter edit mode on that board.
3. Click New status to add a column at the end.
4. Enter the status name (this is what shows on the board) and an optional internal description.
5. To rename an existing status, click its name and edit it in place.
6. To reorder, grab the three-bar drag handle on the left of any row and drop it where you want it.
7. Click Save when you're done. The changes go live to your team immediately.

Pro tip: Status names should read as states ("Estimating", "Awaiting signature", "Scheduled"), not as actions ("Estimate it", "Send for signature"). Reps scan the board for what state is this project in; verbs make them stop and re-parse.

Delete a status

1. In edit mode on the board, click the trash icon next to a status.
2. If projects currently live in that status, the Delete control stays disabled (with the hint "There are still items in this status"). Move those projects to another status yourself first, then Delete becomes available once the status is empty.
3. Confirm.

Reports built before the deletion still resolve correctly. The only thing that blocks deletion is projects still occupying the status.

Note: To return a customised board to the seeded defaults, delete each custom status manually. Plan your column structure before deleting the defaults.

Configure conversion ratios for pipeline forecasting

Each status carries an optional conversion ratio: the probability (0 to 100%) that a project in that status will eventually close as Won. Reonic uses this to compute the weighted pipeline value on your reports.

1. In Settings > Kanban Boards, expand the board and click Edit.
2. For each status, enter the conversion factor as a percentage (for example, 25% for an early-discovery status, 90% for a "verbal yes, awaiting signature" status).
3. Leave it blank for statuses where probability is meaningless (for example, Closed-Won, Closed-Lost, On hold).
4. Click Save.

The weighted pipeline value tile sums (deal value × conversion ratio) across every Open project on the board. It's how forecasters answer "how much revenue is in the funnel, risk-adjusted?"

Once conversion ratios are configured, each Kanban column surfaces opt-in column summaries at the top:

• Number of deals — how many projects sit in this column.
• Sum — total deal value across the column.
• Average — average deal value.
• Weighted sum — sum multiplied by the column's conversion ratio.
• Average weighted sum — average of the weighted values.

Use them to read the board at a glance and to model your pipeline column-by-column. The same conversion ratios feed the workspace Dashboard for cross-funnel KPIs (won projects, deal value, conversion rates), and the per-project activities feed logs every status change as an audit trail.

Pro tip: Start with sensible defaults — 10% / 25% / 50% / 75% / 90% across five active statuses — and tune them after a quarter when you have your own conversion data. The relative ordering matters more than the exact percentages.

Assign a board to an area (Lead, Offer, Installation)

Boards are tied to an area at creation time and can't be re-pointed afterwards. The area defines which lifecycle stage the board represents:

• Requests / Leads — incoming requests, not yet quoted. Projects land here from web forms, lead integrations, or manual entry.
• Offers — projects being quoted. Cards represent active offer work; Closed-Won exits to Installations, while Closed-Lost leaves the active pipeline as a terminal state (closing is separate from archiving — see Archive a project below).
• Installations — signed projects in execution. The Kanban here drives operational handoff (planning, install, commissioning).

The board's area determines:

• Which projects appear on it — only projects in the matching lifecycle stage.
• Which automatic transitions trigger — for example, signing an offer moves the project from Offers to Installations automatically; the destination is the default board for that area.
• Which permissions gate moves — moving across areas (for example, promoting from Offers to Installations) requires the Move-to-Offer and Move-to-Installation user rights, set under Settings > Company settings > Users & Teams.

If you need a board other than the default destination for a project, pick it from the board picker once the project lands in the new area.

Configure what shows on each card

Card display lives on the Card configuration page (Settings > Kanban Boards > Card configuration), a separate page under the same Kanban Boards category. It controls every card on every board.

1. Open Settings > Kanban Boards > Card configuration.
2. Toggle Show customer address to display the project's street and city under the project name.
3. Set the stalled-deal inactivity thresholds that drive the card's Hint / Warning badges.
4. Click Save.

The card always shows the project name and the project ID, plus the customer address when you've enabled it.

Pro tip: More fields make cards taller, which means fewer cards fit on screen before scrolling. Pick the two or three signals your team actually uses to triage and hide the rest. Reps who need full detail open the project; the card is for triage at a glance.

Configure card hint and warning thresholds

Cards can display a yellow hint badge or a red warning badge when a project hasn't been touched recently, which is useful for surfacing stalled deals.

1. Under Card configuration, find Inactivity thresholds.
2. Set Hint threshold in days (for example, 14 days). Cards untouched for this long get a subtle yellow indicator.
3. Set Warning threshold in days (for example, 30 days). Cards untouched this long get a prominent red indicator.
4. The same thresholds apply to overdue tasks on the card.
5. Click Save.

Pro tip: Tight hint, loose warning. The hint is a nudge ("look at this"); the warning is a blocker ("act now"). If you set the warning too tight, reps tune out red badges and the surface stops working. 14/30 is a good starting pair for B2C, 30/60 for B2B.

Tag projects to filter the board

Tags are workspace-defined labels you can attach to any project — PV, Heat pump, Webinar, Repeat customer, anything that helps you slice the board.

1. Open Settings > Kanban Boards > Card configuration.
2. Scroll to Tags.
3. Click New tag.
4. Enter the tag name and pick a colour from the palette.
5. Click Save.

To assign tags to a project:

1. Open the project (from the board or via search).
2. In the project header, click + Tag.
3. Pick one or more tags from the picker. A project can carry multiple tags.

To filter the board by tag:

1. Open the Kanban board (for example, Projects > Offers).
2. Click the Tag filter at the top of the board.
3. Tick the tags you want to see. The board re-renders with only matching projects.

Note: Tags are workspace-shared. Every user sees the same tags and the same filter options.

Move a project between statuses

Day-to-day, your team spends most of their Kanban time moving cards from one column to the next.

1. Open the Kanban board (for example, Projects > Offers).
2. Grab the project card with your mouse (or finger on touch devices).
3. Drag it to the destination column.
4. Drop it. Reonic writes the status change immediately and logs it in the project's activity feed.

Note: Move one card at a time by drag-and-drop. See Move several projects at once below if you need a batch operation.

Move a project from Installation back to Offer

Sometimes a project gets prematurely promoted (signed early, customer changes mind, scope shifts). You can move it back across areas if you have the right.

1. Open the project from either the Installations or the Offers board.
2. In the project header, click the status dropdown.
3. Pick the destination status, including a status in a different area, if your role has the Move-to-Offer right.
4. Confirm the move.

The project leaves the Installations board and reappears on the Offers board in the chosen column. The activity feed records the move with timestamp and acting user. The signed offer stays signed (see Re-open a closed project below for what's locked and what isn't).

Pro tip: Reverse moves should be rare and intentional. They confuse downstream reporting (sales-cycle metrics, conversion ratios, installer scheduling) because the project crosses the same area boundary twice. Treat them as exceptions, not workflow.

Move several projects at once

Projects move one at a time: open a project (or drag its card) and change its status individually. For a large reorganisation, work through the projects one by one from their headers.

Assign and reassign projects

Each project has an assignee (typically the responsible account manager or installer).

1. Open the project from the board.
2. In the project header, click the Assignee field.
3. Pick a user from the dropdown. Only users in your workspace appear.
4. Save.

Reassign each project individually from its header. For a large handover, ask your Reonic account manager about options.

Note: The assignee is the user the customer is sent emails as when you send a signature request. Changing the assignee mid-flight changes who appears as the sender on subsequent outbound emails. Past emails stay attributed to whoever sent them at the time.

Close a project — Won or Lost

Closing a project locks it into a terminal state and removes it from your active pipeline view.

Close as Won

1. Open the project from the Kanban board.
2. In the project header, click the status dropdown.
3. Pick Closed-Won (or your equivalent terminal status).
4. Confirm.

For Offer projects, the cleaner path is signing: when the customer signs the offer, Reonic flips the project to Won automatically and moves it to the Installations board (assuming you have the Move-to-Installation right). Manual Closed-Won is for cases where the project was won outside Reonic (for example, a paper contract) or where the signature flow wasn't used.

Close as Lost

1. Open the project from the Kanban board.
2. In the project header, click the status dropdown.
3. Pick Closed-Lost (or your equivalent terminal status).
4. Optionally enter a loss reason in the prompt (for example, Price too high, Went with competitor, Customer postponed).
5. Confirm.

Loss reasons feed loss-reason reporting. They're the easiest signal you have for why am I losing deals? Enter them honestly.

Re-open a closed project

A Closed-Won or Closed-Lost project can be re-opened, with caveats around what's locked and what isn't.

1. Open the project from the board's Closed filter (toggle at top of the board) or via global search.
2. In the project header, click the status dropdown.
3. Pick any non-terminal status. If you're moving across areas, you'll need the corresponding user right.
4. Confirm.

What gets unlocked vs stays locked:

• The project's status flips to whatever you chose.
• The project re-appears on the active Kanban board.
• The signed offer variant stays signed, and its PDF stays in the project's files.
• Invoices already issued stay issued. Their state is independent of the project status.
• Loss reasons previously entered stay on the record; if the project closes again, you'll be prompted for a new reason.

Pro tip: Re-opening Closed-Won keeps the signature intact. To capture a corrected contract, fork the signed offer into a new variant and re-sign — see the Offers > Finalise guide for the fork workflow.

Handle a won project that can't be built

A specific edge case: a project is marked Closed-Won, but engineering review reveals it can't be built (for example, roof not structurally sound, grid connection refused). Your options:

1. *Move it to a custom On hold status* if you've added one. The deal stays logged as won, the install is paused, and you preserve the audit trail.
2. *Move it back to Offer and add a new variant* with the corrected scope. The customer signs the new variant; the install proceeds against that one.
3. Document the cancellation off-system (email confirming, contract amendment) and flip the project to Closed-Lost with the reason Not feasible once the customer agrees. The signed PDF remains as historical record.

Add a status named On hold to your board if this happens often. It's a useful intermediate that reads better in reports than Lost.

Restrict which boards each user can see

By default, every workspace user sees every board in every area. To have managers see all boards while account managers see only their assigned projects — or to split visibility between a PV team and a heat-pump team — use two levers:

• Per-user "Assigned to me" view on the Kanban — every Kanban surface has a user / assignee filter at the top; each account manager picks themselves (shown as "Me") to see only the cards where they're in the assigned-users list (directly or via a team). The board itself stays visible; only the cards filter down. This is the lightest-weight pattern.
• Per-team project assignment — assign projects to a team rather than to individual users, and every member of that team sees those cards on the same board. Combined with the Assigned to me filter, you get a clean split between teams without separate boards.

The patterns above use assignment plus filtering to focus each user on their own work. If you want to keep teams apart, run two boards in the same area and instruct each team which board to pick.

Pro tip: Pair the Assigned to me filter with team-based assignment rather than per-user assignment. When a new account manager joins, add them to the team and they immediately see every active card the team owns, with no need to retroactively reassign deals one by one.

Filter projects on a board by consultant and time range

The board's filter bar above the columns lets you narrow what's shown:

1. Open the Kanban board.
2. Click Filters at the top of the board.
3. Pick the Assignee (consultant / account manager) you want to see.
4. Pick a date range — created date, last-edited date, or signature deadline, depending on which date you're filtering on.
5. Optionally combine with Tag and Lead source filters.

The board re-renders with only matching cards. The filter is per-user and per-session; it resets when you reload, so set it again each time. For a specific consultant's pipeline over a quarter, filter the list view by assignee and date range, or pull it via the Reonic API.

Why a Kanban column refuses to delete

When you try to delete a status column and Reonic refuses, the column has projects in it that aren't visible to you on the board today. Three common causes:

• A tag filter is hiding cards — clear the tag filter and the cards reappear in the column. Then move them and delete.
• Archived projects sit in the column — archived projects don't show on the active board, but they still occupy the status. Toggle the Show archived filter, move or re-archive them in the destination column, then delete.
• Closed projects (Won / Lost) sit in the column — toggle the Closed filter at the top of the board to surface them, then move them or accept that they stay in the destination status.

Reonic refuses to delete a column with any projects to protect your audit trail. Move every project first; deletion then succeeds.

What happens to your offers when you delete a Kanban board

Deleting a Kanban board is a board-level operation. The offers and projects inside it stay intact.

• The projects themselves stay intact — their data, signed PDFs, files, and activity feed are all preserved.
• Move every project off the board first. Reonic deletes a board only once it's empty. Pick a destination board (in the same area) for each affected project before the delete succeeds.
• The history of which board a project lived on is preserved in the project's activity feed — you can reconstruct where it sat at any point in time.
• Reports built before the deletion still resolve correctly — board-level rollups (weighted pipeline, conversion-rate) re-aggregate against the surviving boards.

Pro tip: Before deleting a board, capture a snapshot of the per-project state (the list view, or pull the data via the Reonic API) in case you need to reconstruct it later. Once the board is gone, its configuration (column names, conversion ratios) is gone; only the projects themselves are migrated.

Make a project's internal notes visible on its Kanban card

The Kanban card shows the project name and ID, the customer address (if enabled, on residential boards), and the stalled-deal badges. Free-text internal remarks live inside the project, not on the card. To surface note-like context on the card, teams use these patterns:

• Use tags as short labels — tag the project with a one-word identifier (for example, Hot lead, Follow up, Spouse decides). Tags are filterable.
• Put the key context in the project name — the project name always shows on the card. Prefix or suffix it with a short cue: PV — site visit booked.
• Open the project from the card to read the full internal remark and activity feed. Day-to-day, reps scan the board for triage and open the projects that need a closer look.

Find a project or offer you just created

Three reliable paths:

• Open the Kanban for the area you created it in (Requests / Offers / Installations). New cards land in the New column (or your equivalent first column) at the top.
• Open the customer's contact from Contacts. The linked-projects section at the bottom shows every project they have, including the one you just made.
• Use the global search at the top of the Portal. Type the customer's name, the project ID, or a fragment of the address. Recently-created projects index within a few seconds.

If the project doesn't show up in any of these, check for a stale filter on the Kanban (tag, assignee, date range) and check the Archived and Closed toggles.

Archive a project — remove it from active views

Archiving hides a project from the active Kanban and active reports without deleting any of its data.

1. Open the project from the Kanban or the list view.
2. In the project header, click the More actions menu (three dots).
3. Click Archive.
4. Confirm.

The project leaves the active Kanban board, the default list view, and the default scope of CRM dashboard reports. You can also exclude archived projects from statistics via the CRM dashboard's archive toggle. Its data — files, activity feed, signed PDFs, invoices — stays intact and queryable. Restore it via the Archived filter toggle plus the Restore action.

To archive a large cohort (for example, when migrating from an old CRM), contact your Reonic account manager.

Note: Archive is different from Closed-Won / Closed-Lost. Closing terminates the deal lifecycle; archiving hides the row. A closed project can still be archived afterwards. An archived project can be restored without losing its closed state.

Remove a project from your assignment or from the Kanban

Every active project lives on some board, in some status, so to clear a project off your Kanban — assigned to you by mistake, or no longer in your scope — you reposition it:

• Reassign it — open the project, click the Assignee field, pick a different user. The card leaves your Assigned to me view and appears in theirs.
• Archive it — if the project is genuinely done with and shouldn't appear on any active Kanban (see Archive a project above).
• Move it to a different board — if you have multiple boards in the area, the project header has a board picker; switch the project to a different board so it leaves yours.

Edit a project after it's been signed or sent

The structured project data — customer contact, project address, internal remarks, assignees, tags — stays editable after an offer is signed or sent. Edits to those fields flow through to subsequent invoices, the project files area, and the customer-portal view.

What's locked after signature:

• The signed offer PDF captures the data and pricing at the moment of signature, and editing the project address later does not rewrite it.
• The signed offer variant's line items, pricing, and components are fixed. To change pricing on a signed deal, fork to a new variant (see the Offers > Finalise guide) and re-sign.
• Invoices already issued have state and content independent of the project edits.

For pricing or scope changes after signature, fork to a new variant and re-sign, rather than editing in place.

Pro tip: To correct a typo on a signed contract (wrong street number, misspelled name), edit the project field for ongoing communications and correspondence, then either accept the snapshot on the original PDF or fork and re-sign for a clean contract.

Which variant counts in the statistics when multiple variants are signed

When a single project carries multiple variants and the customer signs more than one (rare, but possible — for example, PV plus heat pump priced and signed as a bundle), Reonic treats the variant marked as the install option as the one driving statistics. That variant:

• Flows into weighted-pipeline calculations and signed-volume reports.
• Anchors the installation handoff to the project team.
• Drives the deal value on dashboards.

The install option is set to the first signed variant by default. To change it afterward, open the project's Installation view (Workbook or Order Parts) and use the Variant to be installed selector to pick (or duplicate-and-pick) another variant. This requires the Offer-Editor or Installation-Admin right.

Note: Other signed variants stay signed and their PDFs stay attached, though they don't drive the installation handoff or the dashboard numbers. Plan which variant is the real deliverable before sending for signature.

Track progress on commercial and Mieterstrom (resident-billing) projects

Commercial projects and Mieterstrom (resident-billing) projects use the same Kanban infrastructure as residential. The boards live in the same place (Settings > Kanban Boards); choose Commercial instead of Residential in the area selector before configuring columns.

Some specifics for commercial and Mieterstrom projects:

• Separate boards from residential. Commercial has its own Request / Offer / Installation boards. Configuring residential columns doesn't affect commercial boards and vice versa.
• Commercial also has a per-project Task Kanban, distinct from the lifecycle Kanban, that lives inside an open installation under the Project Management tab. This is a task board for tracking individual work items inside one large project (for example, permit, procurement, install, commissioning). On residential, teams use checklists for this.
• Mieterstrom (resident electricity billing) is a commercial project type — pick it from the Type field when creating a new commercial project. It uses the standard commercial Kanban; what differs is the project data model (resident list, billing model, metering setup), not the lifecycle. To create one end-to-end: open Projects > Requests (or Offers / Installations, depending on where you want to start), click New project, pick Commercial, then on the project's Type field select the Mieterstrom project type. Reonic then exposes the additional Mieterstrom-specific fields (resident list, billing model, metering layout) during configuration. The card lands on your commercial board at the area's first column like any other project.

Things to know

• Boards exist for Requests, Offers, and Installations. Teams who track service or maintenance work do it as separate Installation projects or in external tools.
• Conversion ratios drive reports, not workflows. They feed the weighted pipeline value tile and similar forecasting metrics. They don't gate transitions, trigger automations, or block moves; they're pure metadata.
• Closed-Won and Closed-Lost are the terminal outcomes. The seeded boards map Closed-Won and Closed-Lost columns to those outcomes. If you customise, make sure at least one column maps to Won and one to Lost so your pipeline doesn't drift.
• Tags are visual filters. They don't change permissions, trigger automations, or affect reports.
• The card-content toggle is Show customer address (residential boards only). The card otherwise shows the project name, ID, and stalled-deal badges. What you can tune is the inactivity hint / warning thresholds.
• The Mobile App shows a project list and schedule for field workers, not the dispatcher's Kanban view. The visual board is desktop and tablet.
• Status changes stay internal. Flipping a project to a new status doesn't notify the customer. They see status descriptions on their customer portal page when they visit it. To tell the customer directly, message them out-of-band.
• When you grab a card, Reonic highlights where it'll land but doesn't show pricing, conversion-ratio, or owner-change implications. Open the project first if the move has downstream effects.
• Project file structure comes from folder templates. Folder templates apply to new projects automatically; for existing projects use Apply template from the project's Files tab, or add folders ad-hoc via + New folder. Configure folder templates in Settings > Organization > Folder management.
• Move a residential project to commercial by re-keying. Residential and commercial are separate product lines with different data models, so you create a new commercial project and copy the relevant data across.

Frequently asked

Why has a project disappeared from my Kanban column? Three common reasons: (1) someone moved it to a different status — check the project's activity log; (2) it crossed into a different area (e.g. a signed offer moved to Installations); (3) a tag filter is hiding it. Clear the tag filter first, then check the Closed filter if it might be done.

Can I have private columns just for my team? Kanban columns are workspace-shared. The closest equivalents are tags (filter to your team's projects) and multiple boards (a separate board per team). For per-user views, use the Assigned to me filter on the board.

Can I duplicate an entire project (including its Kanban state)? If you need a copy for a before/after comparison, contact your Reonic account manager.

How do I export Kanban / project data? To get project data out, contact your Reonic account manager for an extract, or pull it via the Reonic API. Bulk export of a project's files (PDFs, photos) goes through the Files view inside the project.

Can I change a project's deal value manually? Yes — open the project, find the Deal value field (top-right header), and edit it. It drives the weighted-pipeline figures on the dashboard. If you change it after signing, the signed contract PDF still shows the original number; the dashboard reflects the new one going forward.

Can I move a residential project to commercial (or vice versa)? Residential and commercial are separate product lines with different data models. Create a new commercial project and copy the data across.

Where do I add notes about a phone call with the customer? On the project's Activity / Notes tab — type the note and save; it appears in the project's chronological feed, visible to anyone with access to the project.

Can I see my colleagues' calendars from the Kanban? Not directly — the Kanban shows projects, not schedule. Open Calendar or the Planning Board (which groups appointments by person/team) for that.

Where do I set a project's location? On the Project tab → Location field — enter an address (geocoded automatically) or drop a pin on the map. It's used for routing, scheduling, and the customer-portal map view.

Can I save a generated report into a project's documents? Yes — the report-generation dialog offers a Save to project files option; tick it before generating and the PDF lands in the project's Files tab.

Where did a signed offer go — it's no longer in my offer overview? When an offer is signed, the project flips to Closed-Won and automatically moves from the Offer board to the Installation board (if you have the move-to-Installation right). Find it under Projects > Installations, or via the contact's linked-projects section. If it's not there, check the Closed filter on the Offer board.

Where is time tracking? Reonic has a dedicated Time tracking surface — capture entries via timer or manually, link them to projects, and export via the Export Excel button on the entries list. See the Time-tracking guide.

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests / something missing → drop a note to your account manager.
• Bug reports → include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026