Ops Board

Materials, supplies, and everything your crews need to get the job done. Requests flow in, fulfillment flows out.

The Ops Board tracks operational requests from the field. When crews need materials, supplies, or logistical support, those requests land here.

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What Goes Here

Card Type	Examples
Material Request	Mulch, stone, plants, sod, pavers
Inventory Request	Restocking trucks, shop supplies
Fuel Request	Fuel delivery, gas cards
Jobsite Need Request	Portable restroom, dumpster, shade tent
Large Equipment Request	Skid steer, excavator, mini excavator, stump grinder
Small Tool Request	Hand tools, shovels, rakes, pruners, blower
Disposal / Dump Run	Debris removal, yard waste disposal
Utility Locate Request	811 calls, marking underground utilities

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Columns

Cards move through these columns as work progresses:

Column	What It Means
New	Request just came in, needs review
Ordering/Scheduling	Working on fulfillment (placing order, scheduling delivery)
Delivering	In transit or being delivered to the site
Done	Request fulfilled, crew has what they need
Cancelled	Request no longer needed or couldn't be fulfilled

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Who Works This Board

Operations managers, dispatchers, and anyone responsible for getting materials and supplies to job sites. This is your daily view into what crews need.

Daily habit: Check this board first thing in the morning and throughout the day. New requests from the field should be acknowledged and moved to Ordering/Scheduling quickly so crews know it's being handled.

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Example Flow

1

Request Comes In

A crew member tells Lana: "We need 3 yards of brown mulch at the Johnson property on Oak Street by tomorrow morning."

2

Card Created

The LeanBoard Agent creates a card on the Ops Board in the New column with the details.

3

Review and Act

The ops manager sees the card, confirms availability with the supplier, and moves it to Ordering/Scheduling.

4

Delivery Arranged

Once the delivery is confirmed for tomorrow morning, the card moves to Delivering.

5

Fulfilled

The mulch arrives on site. The card moves to Done. The crew has what they need.

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Tips

• Add details as you work. When you place an order, add the order number or expected delivery time to the card. This context helps everyone.

• Use labels for priority. Urgent requests (crew is waiting, job is stopped) should be visually distinct from routine orders.

• Don't let cards sit in New. Even if you can't fulfill immediately, move the card to Ordering/Scheduling so the field knows it's acknowledged.

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Related Pages

Working with Cards

Creating, editing, assigning, and moving cards.

Field to Office Workflow

How requests flow from the field to boards.

LeanBoards Overview

All six system boards and how Kanban works.