Boards and workflow
Shape a board around the way your team moves work.
Task & Kanban Board
Keep the work moving, together.
Organise tasks, control work in progress and keep team handoffs visible.
YouStatusnot Done or CancelledArchived = false
| Task Number | Title | Board | Current Column | Priority | Start Date |
|---|---|---|---|---|---|
| TSK-75889 | Backlog tsk-549 | BRD-5011 | CLM-2042 | Low | 27 Sep |
| TSK-79999 | Ready tsk-698 | BRD-3979 | CLM-8941 | Normal | 25 Sep |
| TSK-12224 | Doing tsk-346 | BRD-8972 | CLM-1924 | High | 28 Sep |
| TSK-43839 | Review tsk-560 | BRD-5378 | CLM-7807 | Urgent | 08 Sep |
| TSK-94091 | Backlog tsk-862 | BRD-3508 | CLM-7341 | Low | 18 Sep |
| TSK-99443 | Ready tsk-574 | BRD-9001 | CLM-6186 | Normal | 13 Sep |
Illustrative records derived from the system specification.
Built around the way your team works
Team leads and contributors managing day-to-day work across shared task boards.
- Defined tables
- 21
- Operational views
- 12
- Defined roles
- 6
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Organise tasks, control work in progress and keep team handoffs visible.
Tasks and ownership
Give each task a clear owner, useful dates and enough context to act.
Checklists and dependencies
Keep required work and real blockers visible before the next handoff.
Reviews and approvals
Review the current work before a protected move reaches its destination.
Team collaboration
Keep discussion, files and guest feedback attached to the right task.
Flow insights
Read aging, completion and workload with the history behind the numbers.
See the work, the owner and the next handoff
YouStatusnot Done or CancelledArchived = false
| Task Number | Title | Board | Current Column | Priority |
|---|---|---|---|---|
| TSK-75889 | Backlog tsk-549 | BRD-5011 | CLM-2042 | Low |
| TSK-79999 | Ready tsk-698 | BRD-3979 | CLM-8941 | Normal |
| TSK-12224 | Doing tsk-346 | BRD-8972 | CLM-1924 | High |
| TSK-43839 | Review tsk-560 | BRD-5378 | CLM-7807 | Urgent |
| TSK-94091 | Backlog tsk-862 | BRD-3508 | CLM-7341 | Low |
| TSK-99443 | Ready tsk-574 | BRD-9001 | CLM-6186 | Normal |
Approval conditions
Visible to: Board Owner, Reviewer. Visibility does not establish approval authority.
Pending
- TR-75322 TSK-80360 in 1 d
- TR-21489 TSK-10119 6 d
- TR-75785 TSK-57074 8 d
- TR-33775 TSK-31669 1 d
- TR-17012 TSK-84257 in 5 d
TR-75322
- Task
- TSK-80360
- SourceColumn
- CLM-8860
- TargetColumn
- CLM-2497
- RequestedBy
- GP
- RequestedAt
- 18 Sep
Approval conditions.
StatusFailedUnknown
ReadyArchived = false
| Task Number | Title | Owner | Board | Due Date |
|---|---|---|---|---|
| TSK-39313 | Ready tsk-997 | BN | BRD-4475 | 11 Sep |
| TSK-30022 | Ready tsk-822 | SP | BRD-5293 | 26 Sep |
| TSK-66191 | Ready tsk-118 | TE | BRD-7944 | 16 Sep |
| TSK-38857 | Ready tsk-844 | NW | BRD-3281 | 24 Sep |
| TSK-34831 | Ready tsk-423 | VH | BRD-8685 | 25 Sep |
| TSK-69429 | Ready tsk-281 | SN | BRD-4849 | 11 Sep |
Statusnot Done or CancelledDueDate >= today
| Task Number | Title | Owner | Start Date | End Date |
|---|---|---|---|---|
| TSK-47203 | Backlog tsk-921 | BE | 23 Sep | 27 Sep |
| TSK-67113 | Ready tsk-501 | ZD | 17 Sep | 22 Sep |
| TSK-21977 | Doing tsk-745 | SK | 27 Sep | 03 Oct |
| TSK-31076 | Review tsk-585 | WA | 24 Sep | 03 Oct |
| TSK-83841 | Backlog tsk-363 | FN | 18 Sep | 20 Sep |
| TSK-58677 | Ready tsk-905 | FX | 10 Sep | 19 Sep |
overdueStatusnot Done or CancelledArchived = false
| Task Number | Title | Owner | Board | Due Date |
|---|---|---|---|---|
| TSK-42289 | Backlog tsk-159 | FB | BRD-7023 | 07 Sep |
| TSK-26685 | Ready tsk-655 | ZN | BRD-8684 | 05 Sep |
| TSK-73028 | Doing tsk-635 | SA | BRD-9929 | 06 Sep |
| TSK-89957 | Review tsk-791 | VF | BRD-6657 | 05 Sep |
| TSK-24949 | Backlog tsk-341 | AB | BRD-9728 | 28 Sep |
| TSK-59690 | Ready tsk-319 | NF | BRD-2521 | 08 Sep |
DoneArchived = false
| Task Number | Title | Owner | Completed At | Cycle Number |
|---|---|---|---|---|
| TSK-77572 | Done tsk-548 | DA | 940 | |
| TSK-59904 | Done tsk-829 | VT | 530 | |
| TSK-92430 | Done tsk-153 | NR | 390 | |
| TSK-47857 | Done tsk-280 | FF | 210 | |
| TSK-31152 | Done tsk-137 | GH | 480 | |
| TSK-74783 | Done tsk-496 | MD | 90 |
Validated
| Import Number | Board | Requested By | Input File Hash | Mapping Revision |
|---|---|---|---|---|
| IJ-43627 | BRD-5905 | EB | IFH-308 | 510 |
| IJ-13151 | BRD-4624 | CE | IFH-749 | 550 |
| IJ-64156 | BRD-3146 | MW | IFH-292 | 570 |
| IJ-92516 | BRD-1744 | VG | IFH-919 | 550 |
| IJ-70862 | BRD-7482 | RS | IFH-675 | 560 |
| IJ-27585 | BRD-3645 | TS | IFH-709 | 720 |
selected boardArchived = false
| Task Number | Title | Owner | Current Column | Priority |
|---|---|---|---|---|
| TSK-67320 | Backlog tsk-244 | SJ | CLM-2084 | Low |
| TSK-59362 | Ready tsk-691 | FC | CLM-1356 | Normal |
| TSK-25504 | Doing tsk-714 | KY | CLM-1814 | High |
| TSK-95608 | Review tsk-399 | TA | CLM-8100 | Urgent |
| TSK-55826 | Done tsk-854 | UE | CLM-9831 | Low |
| TSK-80967 | Cancelled tsk-516 | ES | CLM-7296 | Normal |
Active
| Dependency Number | Blocking Task | Blocked Task | Created By | Status |
|---|---|---|---|---|
| TD-53111 | TSK-32155 | TSK-92123 | XW | Active |
| TD-46366 | TSK-91466 | TSK-84725 | WD | Active |
| TD-40348 | TSK-95771 | TSK-40847 | VA | Active |
| TD-60958 | TSK-69893 | TSK-92296 | BH | Active |
| TD-88823 | TSK-82628 | TSK-23248 | CN | Active |
| TD-72977 | TSK-69343 | TSK-88058 | WL | Active |
selected board
| Snapshot Number | Board | Snapshot At | Active Task Count | Overdue Task Count |
|---|---|---|---|---|
| BS-36731 | BRD-3141 | 13 Sep | 9 | 9 |
| BS-61050 | BRD-3071 | 22 Sep | 39 | 11 |
| BS-79672 | BRD-9123 | 22 Sep | 24 | 5 |
| BS-64819 | BRD-4968 | 19 Sep | 26 | 11 |
| BS-44953 | BRD-3293 | 17 Sep | 39 | 8 |
| BS-22213 | BRD-2189 | 15 Sep | 15 | 15 |
SharedYouTaskParticipants.Active = true
| Task Number | Title | Due Date | Status |
|---|---|---|---|
| TSK-80234 | Backlog tsk-479 | 18 Sep | Backlog |
| TSK-83904 | Ready tsk-340 | 24 Sep | Ready |
| TSK-13915 | Doing tsk-833 | 11 Sep | Doing |
| TSK-42132 | Review tsk-520 | 29 Sep | Review |
| TSK-42448 | Done tsk-879 | 12 Sep | Done |
| TSK-16467 | Cancelled tsk-585 | 20 Sep | Cancelled |
Keep conversations connected to the work
Board Flow Summarydrill-down
Dated snapshots by board and reporting window: active work, overdue work, completed cycles and reopened cycles with the definition version.
opens Board Flow History →| Snapshot Number | Board | Snapshot At | Active Task Count | Overdue Task Count |
|---|---|---|---|---|
| BS-36731 | BRD-3141 | 13 Sep | 9 | 9 |
| BS-61050 | BRD-3071 | 22 Sep | 39 | 11 |
| BS-79672 | BRD-9123 | 22 Sep | 24 | 5 |
| BS-64819 | BRD-4968 | 19 Sep | 26 | 11 |
- SnapshotNumber
- BS-36731
- Board
- BRD-3141
- SnapshotAt
- 13 Sep
- ActiveTaskCount
- 9
- OverdueTaskCount
- 9
- CompletedCycles
- 60
- ReopenedCycles
- 150
ownerBoard Owner
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections and approval states follow the authored specification.
From a captured task to a completed outcome
Keep the work moving, together.
Illustrative previews from the system specification.
-
01
Capture task
Bring work into the team board.
Set up and capture work -
02
Assign owner
Set accountability and dates.
Set up and capture work -
03
Move work
Follow the current workflow and capacity rules.
Move work through review -
04
Review outcome
Record the independent decision.
Your reviewer checks the current work before the protected handoff can proceed.
Move work through review -
05
Track completion
Retain the completed cycle and context.
Complete and revisit workTask NumberTitleOwnerCompleted At
Give protected handoffs a clear decision
Decision checkpoints where approval stays with your team.
Review outcome
Your reviewer checks the current work before the protected handoff can proceed.
Move work through reviewKeep decisions and access accountable
Human approval and system automation have different jobs.
Review outcome
Your reviewer checks the current work before the protected handoff can proceed.
Review approvals
Give every role the right view
Task NumberTitleOwnerStart Date
Board Owner
Owns the board structure, membership and operating policy.
Task NumberTitleOwnerBoard
Member
Contributes to internal board work.
Reviewer
Makes independent task handoff decisions for assigned boards.
Task NumberTitleOwnerCompleted At
Viewer
Reads board progress within explicit membership.
Guest
External or limited participant on explicitly shared tasks.
Understand workload and the flow of tasks
Start with the question. Follow it to the records behind the answer.
Drill-down
Board Flow Summary
Dated snapshots by board and reporting window: active work, overdue work, completed cycles and reopened cycles with the definition version.
View Board Flow HistorySource view · Illustrative records
Snapshot NumberBoardSnapshot AtActive Task Count
List report
Work in Progress
Current nonterminal task count against each effective column limit using the full permitted board population, not the viewer’s filter.
List report
Task Aging
Unfinished task age and time in the current column, with owner and due-date context; excludes archived and cancelled tasks from active workload.
View Active BoardSource view · Illustrative records
Task NumberTitleOwnerCurrent Column
List report
Cycle Time
Observed elapsed start-to-completion hours by task cycle, including explicit rework cycles and null where an observation is incomplete.
View Recent CompletionsSource view · Illustrative records
Task NumberTitleOwnerCompleted At
List report
Due-Date Performance
Compare retained completion events with the due date applicable at that event; later due-date edits cannot rewrite earlier on-time results.
View My TasksSource view · Illustrative records
Task NumberTitleBoardCurrent Column
List report
Review Turnaround
Time from current review request to its accepted decision, separating pending, rejected, expired and applied outcomes.
View Review InboxSource view · Illustrative records
Request NumberTaskSource ColumnTarget Column
List report
Ownership and Workload
Active task count by accountable owner and priority within board scope; task count is not a productivity ranking.
View Active BoardSource view · Illustrative records
Task NumberTitleOwnerCurrent Column
List report
Import Reconciliation
Source file hash and mapping revision against created task identities and retained row validation errors.
View Import ReviewSource view · Illustrative records
Import NumberBoardRequested ByInput File Hash
Configure your workflow with Proto
Let your AI agent help with everyday work. Set its permissions during setup and keep approvals with your team.
- Task intake
- Reviewed task sourcesTasks · in
- Team notifications
- Communication channelsin and out
- Reporting
- Authorized analytical consumersout
- Agents
- Your agentWorks within the permissions you assign
Your agent works within the permissions you assign.
List the work that needs attention. Keep the approval with the assigned reviewer.
Download agent Agent setup guide$ curl -fsSL https://www.erp.ai/skill.md
› open Task & Kanban Board and list records waiting on review outcome
Task to completion · records listed with owner and age
› approve the first one at review outcome, as its approver
Approval requiredWaiting for the assigned reviewer
Your questions, answered.
How the system works, what you can configure and how to get started.
How do I get started?
Select Start now to create your account. Explore the system specification, or use Proto to configure it for your business.
Can tasks have several owners?
One person remains accountable. Additional assignees can collaborate without replacing that owner or expanding the audience.
What happens when a column is full?
A move checks capacity atomically. Personal filters cannot hide work from the count, and simultaneous requests cannot take the same last slot.
Does approval move the card immediately?
The handoff still checks current revision, blockers, checklist and capacity. Applied means the move committed.
Can clients see the whole board?
Guests see only shared tasks and Shared content. A Comment grant allows feedback without assignments, moves or board-wide exports.
How does reopening affect reports?
The old completion retains its original facts. Reopening starts a new cycle, and reports distinguish both outcomes.
Can we import current tasks?
Yes. Review owner, board, column and date mappings. Input identity and source row keys prevent accepted rows from being created twice.
How do reminders handle changed dates?
The service rechecks the current deadline and audience. Completion, cancellation, archiving or rescheduling suppresses obsolete reminders.
Implementation
Configure Task and Kanban Board around your team’s operating policy.
Read the implementation plan- 01
Agree ownership
The Board Owner sets internal roles, guest policy and board timezone.
Board Owner - 02
Configure workflow
Review columns, lanes, moves, checklists, WIP and protected destinations.
Team and ERP.ai - 03
Bring work across
Validate mappings and preserve task identity, dependencies and history.
Team and ERP.ai - 04
Review the first handoff
The Board Owner tests allowed moves, denied guest access, independent review and the last capacity slot.
Board Owner
Pricing
The base account and ordinary manual work in ERP.AI's official interface are $0. Viewing, searching, creating, editing, approving, deleting and exporting records in that interface do not consume read or write credits. There is no per-user fee.
Machine work: external API-key requests, imports, workflows, agents and scheduled jobs. Successful external API-key reads and writes use the operation rates below. Starting a managed execution from the interface still starts that metered service.
Pricing and account rules| Machine work | Included per $1 of credit |
|---|---|
| List/filter or get record calls | 20,000 |
| Search or aggregate calls | 4,000 |
| CSV or PDF exports | 100 |
| Record writes | 4,000 |
| Imported or synced records | 200,000 |
| File upload in MB | 2,000 |
| Workflow runs | 2,000 |
| Code-node compute beyond included in CPU-sec | 12,000 |
| Agent executions | 2,000 |
| Scheduled jobs or webhook activations | 20,000 |
Read and write rates apply to successful external API-key requests. Ordinary manual work in the ERP.AI interface is $0.
prepaid creditsSmallest pack $5, purchased credits never expire.
Explore the complete system.
Follow the operating model from the process to the people, records and decisions behind it.
Industries
Reference
Roles and permissions
Access combines authenticated user, workspace, active BoardMembership and task audience. Guests also need a Shared task and active TaskParticipants grant. Reviewers cannot approve their own prepared work. Derived state, counts and events are not directly editable.Reports and analytics
Understand workload and the flow of tasksData model
Records and relationships behind Task and Kanban Board.Integrations
Keep conversations connected to the workImplementation
Configure Task and Kanban Board around your team’s operating policy.Agent reference
Use Proto to configure Task and Kanban Board.
