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Task & Kanban Board · Available now

Keep the work moving, together.

Task and Kanban Board gives a team one visible place to capture work, assign responsibility and move tasks through its chosen columns. Boards define the workflow and work-in-progress policy; Tasks retain ownership, priority, dates, checklists and blockers.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewMy Tasks
Task & Kanban Board · Tasks

My Tasks

Tasks in one list

New task
Tasks in view
6
Low
2
Normal
2
High
1
Task numberTitleBoardCurrent columnPriorityStart date
TSK-75889Review onboarding email copyBilling improvementsApprovedLow02 Nov
TSK-79999Fix mobile filter spacingDocumentation queueApprovedNormal31 Oct
TSK-12224Confirm release checklistMobile app releaseApprovedHigh03 Nov
TSK-43839Write billing help articleBilling improvementsDoneUrgent14 Oct
TSK-94091Test invite acceptance flowDocumentation queueBlockedLow24 Oct
6 of 6 records
Review onboarding email copyTasks · TSK-75889
Low
BoardBilling improvements
Current columnApproved
Start date02 Nov
Due date08 Nov
StatusBacklog
Review outcomeTSK-75889 · Review onboarding email copy

Your reviewer checks the current work before the protected handoff can proceed.

Waiting for Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
21
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

See the work, the owner and the next handoff

Every feature works on the same records. Pick one to see the screen your team works in.

Boards and workflow

Shape a board around the way your team moves work.

  • Configure the board
  • Move work
  • Complete the handoff
  • Boards
  • Board memberships
  • Columns
  • Swimlanes
  • Tasks
Explore boards and workflow
OverviewActive Board
Task & Kanban Board · Boards and workflow

Active Board

Tasks

New
Task numberTitleOwnerCurrent columnPriorityDue date
TSK-67320Review onboarding email copyDevon PriceDoneLow31 Oct
TSK-59362Fix mobile filter spacingDevon PriceReady to releaseNormal03 Nov
TSK-25504Confirm release checklistMara ChenApprovedHigh03 Nov
TSK-95608Write billing help articleOliver GrantReady to releaseUrgent21 Oct
TSK-55826Test invite acceptance flowLucia RomanoBacklogLow01 Nov
6 of 6 records
Review onboarding email copyTasks · TSK-67320
Low
OwnerDevon Price
Current columnDone
Due date31 Oct
StatusBacklog
Example screen with sample data
Process

From a captured task to a completed outcome

Task to completion ships ready to use. One step needs a named approval before the work moves on: Review outcome (Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Capture task

    Bring work into the team board.

    Review onboarding email copyTSK-75889
    Capture task

  2. Assign owner

    Set accountability and dates.

    Review onboarding email copyTSK-75889
    Assign owner

  3. Move work

    Follow the current workflow and capacity rules.

    Review onboarding email copyTSK-75889 · Member
    Move workBy Member

  4. Review outcome

    Record the independent decision.

    Review onboarding email copyTSK-75889 · Reviewer
    Review outcomeBy Reviewer
    ApprovalYour reviewer checks the current work before the protected handoff can proceed.

  5. Track completion

    Retain the completed cycle and context.

    Review onboarding email copyTSK-75889
    Track completion

Start with Set up and capture work

Inside a record

Keep conversations connected to the work

Open any task to see its task dependencies, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Board, Current column, Start date and Due date.

  2. 2
    Task dependencies

    Each line is linked to this task.

  3. 3
    Who works on it

    Admin, Board Owner and Member, each with their own permissions.

  4. 4
    Process stages

    Configure the board and Capture work, with the role that acts.

  5. 5
    Approvals

    Review outcome, with who decides.

My TasksReview onboarding email copy
Task & Kanban Board · Tasks

Review onboarding email copy

Billing improvements · Low

Log activity
1
Record details
BoardBilling improvements
Current columnApproved
Start date02 Nov
Due date08 Nov
2
Task dependencies

Review onboarding email copy

Dependency numberBlocking taskBlocked task
TD-53111Test invite acceptance flowApprove navigation labels
TD-46366Review onboarding email copyConfirm release checklist
TD-40348Fix mobile filter spacingApprove navigation labels
Task dependencies
6
3

Who works on it

  • AdminManage Users, Teams, team memberships and connector settings
  • Board OwnerManage owned Boards, Columns, Swimlanes, Labels and board…
  • MemberCreate Tasks on active joined boards
4

Process stages

  • Configure the boardBoard Owner
  • Capture workBoard Owner, Member
5

Approvals

  • Review outcomeReviewer
    Approved
Example screen with sample data
Approvals

Give protected handoffs a clear decision

OverviewApprovals
Task & Kanban Board · Overview

Approvals

Signed in as Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • TR-75322Update sprint planning notes
    DoneRequested by Ibrahim Saleh
    Pending1dActions
  • TR-21489Test invite acceptance flow
    Needs reviewRequested by Mara Chen
    Pending3dActions
  • TR-75785Fix mobile filter spacing
    ApprovedRequested by Kenji Watanabe
    Pending4dActions
  • TR-33775Fix mobile filter spacing
    Ready to releaseRequested by Kenji Watanabe
    Pending4dActions

Who approves what

DecisionApprover
Review outcomeRecord the independent decision.Reviewer
review import jobs mappingsBoard Owner
review documented checklist waiversBoard Owner
approve or reject a current request independently of requester and substantive work preparerReviewer
4 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Task & Kanban Board to the work that is theirs. Pick a role to see what it starts with.

Admin

Manages platform identity and technical configuration.

  • Manage Users, Teams, team memberships and connector settings
  • provision board memberships under authorized ownership
  • no independent task review without separately assigned Reviewer authority
  • no edits to task events or frozen board snapshots

Roles and permissions

Reports

Understand workload and the flow of tasks

Understand workload and the flow of tasks

Overview
Task & Kanban Board · Overview

Task & Kanban Board dashboard

This quarter

Transition requests in view
6
Pending
6

Tasks by status

How far records got this quarter

StageReachedStep
Backlog41
Ready1434%
Doing429%
Review125%

Number of tasks by status

Sample counts per stage

100
-50Backlog
-20Ready
0Doing
10Review
-30Done
Example screen with sample data
  1. 01Board Flow Summary

    Dated snapshots by board and reporting window: active work, overdue work, completed cycles and reopened cycles with the definition version.

  2. 02Work in Progress

    Current nonterminal task count against each effective column limit using the full permitted board population, not the viewer’s filter.

  3. 03Task Aging

    Unfinished task age and time in the current column, with owner and due-date context; excludes archived and cancelled tasks from active workload.

  4. 04Cycle Time

    Observed elapsed start-to-completion hours by task cycle, including explicit rework cycles and null where an observation is incomplete.

  5. 05Due-Date Performance

    Compare retained completion events with the due date applicable at that event; later due-date edits cannot rewrite earlier on-time results.

  6. 06Review Turnaround

    Time from current review request to its accepted decision, separating pending, rejected, expired and applied outcomes.

  7. 07Ownership and Workload

    Active task count by accountable owner and priority within board scope; task count is not a productivity ranking.

  8. 08Import Reconciliation

    Source file hash and mapping revision against created task identities and retained row validation errors.

All reports and dashboards

Who it's for

Built around the way your team works

See how Task & Kanban Board fits your kind of team.

Operations teams

Coordinate daily requests and repeatable team checklists.

Creative teams

Move deliverables from preparation through feedback and review.

Internal service teams

Coordinate small internal jobs without losing scope or ownership.

Controls

Keep decisions and access accountable

Each stage of task to completion names the role that acts and the status it records, so a change is never anonymous.

OverviewTask to completion
Task & Kanban Board · Process

Task to completion

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
1
Roles involved
5
Tables touched
17
Configure the board
Board Owner
RecordsBoard memberships, Swimlanes, Columns
Capture work
Board Owner, Member
RecordsTask assignees, Import jobs, Columns
Prepare the task
Member, Guest
RecordsTask checklist items, Board memberships, Task participants
Task to completion
  1. Start
    Configure the boardBoard Owner
    Board memberships
  2. Step
    Capture workBoard Owner, Member
    Task assignees
  3. Step
    Prepare the taskMember, Guest
    Task checklist items
  4. Step
    Move workMember
    Task events
  5. Approval
    Request reviewReviewer
    Transition requests
Example screen with sample data

See each stage in detail

AI agent

Configure your workflow with Proto

Use Proto to configure Task and Kanban Board.

It can

  • Board Owner’s assistant: Prepare import mappings, membership reviews and current board-capacity explanations.
  • Member’s assistant: Draft a task checklist and identify the blockers preventing the next permitted move.
  • Reviewer’s assistant: Summarize the exact task revision, requested destination and missing evidence for a handoff decision.

Stays with a person

  • This system owns daily boards, checklists, dependencies, controlled handoffs and scoped collaboration.
  • Customer invoicing, payroll, formal sprint commitments and resource-cost planning are outside its scope.
  • Proto prepares work and explains blocked transitions; it cannot supply independent approval.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Task & Kanban Board
  • Reviewed task sources
  • Communication channels
  • Authorized analytical consumers
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 21 tables
21tables
  • Boards and workflow5
  • Tasks and ownership5
  • Checklists and dependencies4
  • Reviews and approvals5
  • Team collaboration5
  • Flow insights4
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Agree ownership

    The Board Owner sets internal roles, guest policy and board timezone.

  2. Configure workflow

    Review columns, lanes, moves, checklists, WIP and protected destinations.

  3. Bring work across

    Validate mappings and preserve task identity, dependencies and history.

  4. Review the first handoff

    The Board Owner tests allowed moves, denied guest access, independent review and the last capacity slot.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Task & Kanban Board.

All questions
How do I get started?

Click Get started, then use Proto to configure your board, membership, columns and review policy.

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.

Set up Task & Kanban Board your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

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