How to Work on Several Records at Once

To work on several records at once, you minimize an open card instead of closing it. The record follows you around the platform, so you can switch context and come back without losing what you were doing.

Why context switching costs so much

Operations work is interrupt-driven. The cost is not the interruption itself but the work of getting back to where you were.

A half-completed approval abandoned because something urgent arrived
Re-finding a ticket you were mid-way through answering
Losing unsaved edits when you navigate away
Opening the same record three times in one morning

What minimizing enables

Situation	What you can do
Interrupted mid-approval	Minimize and return without reopening
Cross-checking another app	Keep the record visible while navigating elsewhere
Handling several tickets	Move between records without losing position
Panel in the way	Move the minimized card where it does not block the view

How to use it in Jestor

Open a record in Jestor from any app or board.
Minimize it when something else needs attention.
Navigate to another app — the minimized record travels with you.
Move it if it sits over something you need to see.
Save with the keyboard shortcut and close it when the work is done.

Why choose Jestor for high-volume operations?

Jestor designed this for people handling many cases at once — tickets, approvals, opportunities — where closing and reopening records is a real tax on the day.

Forms also link back to their source table, so you can jump to where a piece of data lives when you need to check it, then return.

Frequently Asked Questions

Does the record stay open across apps?

Yes, a minimized card follows you through the platform.

Can I move it out of the way?

Yes, the minimized card is repositionable. See jestor.com.

Is there a keyboard shortcut to save?

Yes, records can be saved with a keyboard command.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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