Skip to Content
Help Centre
Proofed

Dashboard, kanban & archiving

Manage proof orders in Proofed with list and kanban views, search, status and date filters, status counts, pagination, and archiving finished work.

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
Tip:

Archive aggressively. A dashboard that only contains live work is one your team actually trusts.

Was this helpful? If something isn't working, contact support.