Dashboard, Kanban & Archiving

The dashboard is your production queue: every order, its proof status, and who's holding things up — at a glance.

List view#

The default view shows orders newest-first with their status badge, customer, and products. You can:

• Search across order number, customer name, email, and product titles
• Filter by status — one, several, or show archived orders
• Filter by date — today, last 7 / 30 / 90 days, or all time
• Sort ascending or descending by date
• Paginate at 25, 50, or 100 orders per page

Live status counts across the top show how many orders sit in each stage — a permanent answer to "what's waiting on us vs. waiting on customers?"

Kanban view (Studio and above)#

On Studio, Pro, and Scale plans you can switch the dashboard to a Kanban board — one column per status, with order cards you drag between stages. It's the fastest way to run a busy proof operation:

• Pending Design column = your design team's to-do list
• Awaiting Approval column = who to remind
• Revision Requested column = today's rework
• Approved column = ready for production

Switch between List and Kanban in Settings → Dashboard.

Syncing orders#

New orders stream in automatically via webhook the moment they're placed. The Sync button pulls in recent orders manually — useful right after install, or if you want to bring in orders that predate the app.

Archiving#

Archiving removes an order from the active workflow without pretending it was approved — for cancellations, tests, or jobs proofed elsewhere. Archive from the order's detail page; archived orders:

• Get the Proof: Archived Shopify tag (customisable)
• Are hidden from the dashboard unless you toggle Show archived
• Stay archived — the status derivation never un-archives an order

Related guides#

• Proof Statuses Explained — what each column means, precisely
• Plans & Billing — Kanban availability by plan