Where to find it: Work items & boards
Every job and client request across the practice — as a Kanban board, a sortable list or a reading pane.
Work items are the heart of Finye — every job, request and ticket lives here, attached to the right client.
Where to find it
Sidebar → Work. Switch between Board, List and the split reading-pane view from the tabs at the top.
What you can do here
- Drag jobs across statuses on the Kanban board.
- Filter by client, owner, status or priority.
- Open a job to see its checklist, files, time logs and the full conversation.
For the full walkthrough, see The client service desk.