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ERP.AI Task & Kanban Board

Task & Kanban Board

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Modules

Boards and workflowShape a board around the way your team moves work. Tasks and ownershipGive each task a clear owner, useful dates and enough context to act. Checklists and dependenciesKeep required work and real blockers visible before the next handoff.
Reviews and approvalsReview the current work before a protected move reaches its destination. Team collaborationKeep discussion, files and guest feedback attached to the right task. Flow insightsRead aging, completion and workload with the history behind the numbers.

Task & Kanban Board

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Processes

Set up and capture workCreate the board boundary and bring useful work into it. Move work through reviewMove prepared work through review and capacity checks.
Collaborate and follow upShare the right context and keep time-sensitive work visible. Complete and revisit workPreserve a finished outcome when work needs another cycle.

Task & Kanban Board

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Industries

Operations teamsCoordinate daily requests and repeatable team checklists. Creative teamsMove deliverables from preparation through feedback and review.
Internal service teamsCoordinate small internal jobs without losing scope or ownership.

Task & Kanban Board

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Reference

Roles and permissionsAccess 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 analyticsUnderstand workload and the flow of tasks Data modelRecords and relationships behind Task and Kanban Board.
IntegrationsKeep conversations connected to the work ImplementationConfigure Task and Kanban Board around your team’s operating policy. Agent referenceUse Proto to configure Task and Kanban Board.

Task & Kanban Board

Start now
Pricing Frequently asked questions Get started
Build with Proto
All systems
Modules
Boards and workflowShape a board around the way your team moves work.Tasks and ownershipGive each task a clear owner, useful dates and enough context to act.Checklists and dependenciesKeep required work and real blockers visible before the next handoff.Reviews and approvalsReview the current work before a protected move reaches its destination.Team collaborationKeep discussion, files and guest feedback attached to the right task.Flow insightsRead aging, completion and workload with the history behind the numbers.
Processes
Set up and capture workCreate the board boundary and bring useful work into it.Move work through reviewMove prepared work through review and capacity checks.Collaborate and follow upShare the right context and keep time-sensitive work visible.Complete and revisit workPreserve a finished outcome when work needs another cycle.
Industries
Operations teamsCoordinate daily requests and repeatable team checklists.Creative teamsMove deliverables from preparation through feedback and review.Internal service teamsCoordinate small internal jobs without losing scope or ownership.
Reference
Roles and permissionsAccess 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 analyticsUnderstand workload and the flow of tasksData modelRecords and relationships behind Task and Kanban Board.IntegrationsKeep conversations connected to the workImplementationConfigure Task and Kanban Board around your team’s operating policy.Agent referenceUse Proto to configure Task and Kanban Board.
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Task & Kanban Board References
Agent reference6 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Agent reference

Use Proto to configure Task and Kanban Board.

Teaching Proto

curl -s erp.ai/skill.md

Use Proto through the Download agent action. The command above is machine-readable reference material. Open this system’s canonical app skill from the same registry revision.

Agent setup guideRoles and permissions
# Example work after configuration $ curl -s erp.ai/skill.md | paste into your agent › Explain why this task cannot move into Done. › Prepare an import mapping without inviting unknown owners. › Compare completed cycles and reopened work in the same time window.

What an agent typically does

Board Owner’s assistant

Prepare import mappings, membership reviews and current board-capacity explanations.

acts as Board Owner

Review InboxTransitionRequests
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.

Member’s assistant

Draft a task checklist and identify the blockers preventing the next permitted move.

acts as Member

My TasksTasks
YouStatusnot Done or CancelledArchived = false
Task NumberTitleBoardCurrent ColumnPriority
TSK-75889Backlog tsk-549BRD-5011CLM-2042Low
TSK-79999Ready tsk-698BRD-3979CLM-8941Normal
TSK-12224Doing tsk-346BRD-8972CLM-1924High
TSK-43839Review tsk-560BRD-5378CLM-7807Urgent
TSK-94091Backlog tsk-862BRD-3508CLM-7341Low
TSK-99443Ready tsk-574BRD-9001CLM-6186Normal
Reviewer’s assistant

Summarize the exact task revision, requested destination and missing evidence for a handoff decision.

acts as Reviewer

Review InboxTransitionRequests
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.

What it cannot do alone

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.

Metering

AI model usage and workflow execution follow the published ERP.AI usage rates. Review the proposed changes and permissions before applying them.

Pricing →

ERP•AI workspace

Start now Task & Kanban Board

Create your ERP.AI account and get started with Proto.

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Customize Task & Kanban Board. With Proto, your desktop AI agent.

Ask Proto to help you customize Task & Kanban Board.

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Task & Kanban Board.
Ask: “Adapt Boards and workflow.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
macOSWindowsLinux

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