Boards and workflow
Boards, BoardMemberships, Columns, Swimlanes, Tasks.
- Boards
- BoardMemberships
- Columns
- Swimlanes
- Tasks
Data model
Records and relationships behind Task and Kanban Board.
21 tables · 49 relationships
How the model is organised
Tasks and ownership
Tasks, TaskAssignees, Users, ImportJobs, NotificationDeliveries.
- Tasks
- TaskAssignees
- Users
- ImportJobs
- NotificationDeliveries
Checklists and dependencies
TaskChecklistItems, TaskDependencies, Tasks, TaskEvents.
- TaskChecklistItems
- TaskDependencies
- Tasks
- TaskEvents
Reviews and approvals
TransitionRequests, Tasks, Columns, TaskChecklistItems, TaskEvents.
- TransitionRequests
- Tasks
- Columns
- TaskChecklistItems
- TaskEvents
Team collaboration
TaskComments, TaskAttachments, TaskParticipants, BoardMemberships, NotificationDeliveries.
- TaskComments
- TaskAttachments
- TaskParticipants
- BoardMemberships
- NotificationDeliveries
Flow insights
BoardSnapshots, TaskEvents, Tasks, NotificationDeliveries.
- BoardSnapshots
- TaskEvents
- Tasks
- NotificationDeliveries
Keys and references
Tasks.CurrentColumn owns position and derives Status. Child rows belong to the canonical task, and board references agree. TransitionRequests binds task and workflow revisions. TaskEvents uniquely records operations and numbered cycles. ImportJobs plus source row identity prevents duplicate creation.
Migration order
- Map verified Users, Teams and explicit BoardMemberships; test guest restrictions.
- Load Boards, Columns, Swimlanes and Labels with reviewed moves and WIP policies.
- Review import mappings and reconcile owner, position, dates and source row identity.
- Load checklists, directed dependencies and protected conversation without widening audiences.
- Preserve task cycles and events; do not invent historical timing from current fields.
- Configure notifications; verify independent review, concurrent WIP, guest revocation and repeated imports.
Tables
21 tables
UsersAuthenticated users in this workspace; contact addresses never grant a role.master
| Field | Type | Required | Details |
|---|---|---|---|
UserNumber | text | yes | |
PrincipalID | text | yes | Unique verified platform principal |
FullName | text | yes | |
Email | text | yes | |
Active | toggle | yes |
TeamsNamed teams used to group boards and membership administration.master
| Field | Type | Required | Details |
|---|---|---|---|
TeamCode | text | yes | |
Name | text | yes | |
Active | toggle | yes |
TeamMembershipsExplicit active user-to-team relationship; a team membership is not automatically a board permission.master
| Field | Type | Required | Details |
|---|---|---|---|
Team | reference | yes | → Teams |
User | reference | yes | → Users |
Active | toggle | yes |
BoardsThe team workflow container; existing tasks preserve reviewed workflow revisions.master
| Field | Type | Required | Details |
|---|---|---|---|
BoardCode | text | yes | |
Name | text | yes | |
Description | longtext | ||
Team | reference | yes | → Teams |
Owner | reference | yes | → Users |
Timezone | text | yes | IANA timezone for date boundaries and reminders |
SwimlaneMode | select | yes | None, Owner, Priority, Custom |
RequireChecklistCompletion | toggle | yes | Require mandatory checklist items before Done |
Status | select | yes | Draft, Active, Archived |
WorkflowRevision | number | yes | Server-managed reviewed workflow version |
BoardMembershipsBoard-specific role and scope; deactivation removes effective access immediately.master
| Field | Type | Required | Details |
|---|---|---|---|
Board | reference | yes | → Boards |
User | reference | yes | → Users |
Role | select | yes | BoardOwner, Member, Reviewer, Viewer, Guest |
Active | toggle | yes |
ColumnsOrdered workflow columns; task status derives from the current column category. Line item of Boards.line item
| Field | Type | Required | Details |
|---|---|---|---|
Board | reference | yes | → Boards |
ColumnCode | text | yes | |
Name | text | yes | |
Sequence | number | yes | |
Category | select | yes | Backlog, Ready, Doing, Review, Done, Cancelled |
WipLimit | number | Null means unlimited; zero blocks new entry | |
RequiresApproval | toggle | yes | Gated entry requires an independent current TransitionRequests decision |
AllowedSourceColumns | longtext | yes | Validated same-board source-column IDs; no arbitrary executable expressions |
Active | toggle | yes | |
CurrentCount | number | yes | Server-derived count of nonterminal, nonarchived Tasks in this column; unfiltered board population |
SwimlanesOptional custom board lanes; owner and priority modes derive lanes from task fields. Line item of Boards.line item
| Field | Type | Required | Details |
|---|---|---|---|
Board | reference | yes | → Boards |
LaneCode | text | yes | |
Name | text | yes | |
Sequence | number | yes | |
Active | toggle | yes |
TasksCanonical work item. One column owns the workflow position; filters and lanes never duplicate the task.transaction
| Field | Type | Required | Details |
|---|---|---|---|
TaskNumber | text | yes | |
Board | reference | yes | → Boards |
CurrentColumn | reference | yes | → Columns; same board |
Swimlane | reference | → Swimlanes; valid only for same-board Custom mode | |
Title | text | yes | |
Description | longtext | ||
Owner | reference | → Users; active internal board member | |
CreatedBy | reference | yes | → Users; immutable creator |
LastWorkedBy | reference | → Users; server-recorded latest substantive work preparer | |
Priority | select | yes | Low, Normal, High, Urgent |
Status | select | yes | Backlog, Ready, Doing, Review, Done, Cancelled; server-derived from CurrentColumn.Category |
Rank | number | yes | Order within the current board column; atomic reorder |
StartDate | date | ||
DueDate | date | Board-timezone deadline | |
EndDate | date | Server-derived schedule endpoint equal to DueDate; no separate editable deadline | |
StartedAt | datetime | ||
CompletedAt | datetime | Current cycle completion time; prior cycles remain in TaskEvents | |
CycleNumber | number | yes | Starts at one; server increments on authorized reopen |
Audience | select | yes | Internal, Shared; Shared still requires explicit TaskParticipants for guests |
Archived | toggle | yes | |
CreatedAt | datetime | yes | |
UpdatedAt | datetime | yes | |
Revision | number | yes | Server-owned compare-and-swap revision |
ImportJob | reference | → ImportJobs | |
SourceRowKey | text | Unique within ImportJob for retry-safe task creation |
TaskParticipantsExplicit shared-task guest access; cannot widen the parent board audience. Line item of Tasks.line item
| Field | Type | Required | Details |
|---|---|---|---|
Task | reference | yes | → Tasks |
User | reference | yes | → Users; active Guest membership on Task.Board |
Access | select | yes | View, Comment |
Active | toggle | yes |
TaskAssigneesAdditional collaborators on a task; Owner remains the single accountable person. Line item of Tasks.line item
| Field | Type | Required | Details |
|---|---|---|---|
Task | reference | yes | → Tasks |
User | reference | yes | → Users; active internal member of Task.Board |
AssignedAt | datetime | yes | |
AssignedBy | reference | yes | → Users |
Active | toggle | yes |
LabelsReusable labels within a board.master
| Field | Type | Required | Details |
|---|---|---|---|
Board | reference | yes | → Boards |
LabelName | text | yes | |
Color | select | yes | Gray, Blue, Green, Orange, Red, Purple |
Active | toggle | yes |
TaskLabelsUnique task-to-label relationship with same-board validation. Line item of Tasks.line item
| Field | Type | Required | Details |
|---|---|---|---|
Task | reference | yes | → Tasks |
Label | reference | yes | → Labels |
TaskChecklistItemsConcrete steps required to complete a task; completion carries the acting identity and time. Line item of Tasks.line item
| Field | Type | Required | Details |
|---|---|---|---|
Task | reference | yes | → Tasks |
Sequence | number | yes | |
Title | text | yes | |
Required | toggle | yes | |
Status | select | yes | Open, Done, Waived |
CompletedBy | reference | → Users | |
CompletedAt | datetime | ||
WaiverReason | longtext | Board Owner review required; waiver retained in task history |
TaskDependenciesOne canonical blocking edge; inverse labels are derived views, not independent edges.transaction
| Field | Type | Required | Details |
|---|---|---|---|
DependencyNumber | text | yes | |
BlockingTask | reference | yes | → Tasks |
BlockedTask | reference | yes | → Tasks; same board in this focused model |
CreatedBy | reference | yes | → Users |
Status | select | yes | Active, Resolved, Removed |
ResolvedAt | datetime |
TaskCommentsDiscussion inherits the task audience; attachments and mentions cannot grant access. Line item of Tasks.line item
| Field | Type | Required | Details |
|---|---|---|---|
Task | reference | yes | → Tasks |
Author | reference | yes | → Users |
Body | longtext | yes | |
Audience | select | yes | Internal, Shared; default Internal |
ParentComment | reference | → TaskComments; same task | |
CreatedAt | datetime | yes | |
EditedAt | datetime | ||
Status | select | yes | Visible, Withdrawn |
TaskAttachmentsProtected files with the task’s effective access boundary. Line item of Tasks.line item
| Field | Type | Required | Details |
|---|---|---|---|
Task | reference | yes | → Tasks |
FileName | text | yes | |
FileURL | text | yes | Protected storage reference; served after current authorization |
MimeType | text | yes | |
SizeBytes | number | yes | |
UploadedBy | reference | yes | → Users |
Audience | select | yes | Internal, Shared; default Internal |
UploadedAt | datetime | yes | |
Status | select | yes | Active, Withdrawn |
TransitionRequestsIndependent review of a specific task revision and destination; the request is not a completed move.transaction
| Field | Type | Required | Details |
|---|---|---|---|
RequestNumber | text | yes | |
Task | reference | yes | → Tasks |
SourceColumn | reference | yes | → Columns |
TargetColumn | reference | yes | → Columns; same board |
TaskRevision | number | yes | |
RequestedBy | reference | yes | → Users |
DecisionBy | reference | → Users; distinct from RequestedBy and Task.LastWorkedBy | |
Status | select | yes | Pending, Approved, Rejected, Expired, Applied |
Evidence | longtext | ||
RequestedAt | datetime | yes | |
DecidedAt | datetime | ||
OperationKey | text | yes | Stable actor/task/payload request identity |
WorkflowRevision | number | yes | Exact Boards.WorkflowRevision at request submission; immutable through decision and application |
TaskEventsAppend-only task changes and completed cycle evidence.transaction
| Field | Type | Required | Details |
|---|---|---|---|
EventNumber | text | yes | |
Task | reference | yes | → Tasks |
Board | reference | yes | → Boards; derived from Task.Board |
Actor | reference | yes | → Users |
EventType | select | yes | Created, Moved, Assigned, Reordered, ChecklistChanged, DependencyChanged, Commented, Shared, Completed, Reopened, Archived |
CycleNumber | number | yes | |
FromColumn | reference | → Columns | |
ToColumn | reference | → Columns | |
BeforeValue | longtext | ||
AfterValue | longtext | ||
OccurredAt | datetime | yes | |
OperationKey | text | yes | Unique accepted operation identity |
WorkflowRevision | number | yes |
BoardSnapshotsDated board metrics derived from retained events and explicit cycle definitions.transaction
| Field | Type | Required | Details |
|---|---|---|---|
SnapshotNumber | text | yes | |
Board | reference | yes | → Boards |
SnapshotAt | datetime | yes | |
WindowStart | datetime | yes | |
WindowEnd | datetime | yes | |
ActiveTaskCount | number | yes | Derived nonterminal nonarchived tasks at snapshot |
OverdueTaskCount | number | yes | Derived unfinished tasks past DueDate in board timezone |
CompletedCycles | number | yes | Distinct Task and CycleNumber Completed events in the selected window |
ReopenedCycles | number | yes | Distinct reopening events in the selected window |
MedianCycleHours | number | Median observed start-to-completion elapsed hours for completed cycles; null if no valid observations | |
OldestOpenAgeHours | number | Maximum age of unfinished work at snapshot | |
DefinitionVersion | text | yes | Reviewed reporting definition and calendar basis |
NotificationDeliveriesObservable reminder and mention delivery attempts; delivery does not approve or complete a task.transaction
| Field | Type | Required | Details |
|---|---|---|---|
DeliveryNumber | text | yes | |
Task | reference | yes | → Tasks |
Recipient | reference | yes | → Users |
Kind | select | yes | DueSoon, Overdue, Mention, ReviewRequested, DecisionRecorded |
ScheduledAt | datetime | yes | |
Status | select | yes | Queued, Sent, Delivered, Skipped, Failed, Unknown |
OperationKey | text | yes | Unique task/recipient/kind/occurrence |
ProviderRef | text | ||
ObservedAt | datetime | ||
SkipReason | text |
ImportJobsPreviewed task imports into one board; rows retain stable source identity on resulting Tasks.transaction
| Field | Type | Required | Details |
|---|---|---|---|
ImportNumber | text | yes | |
Board | reference | yes | → Boards |
RequestedBy | reference | yes | → Users |
InputFileHash | text | yes | |
MappingRevision | number | yes | |
ReviewedBy | reference | → Users; Board Owner accepts mapping | |
Status | select | yes | Draft, Validated, Approved, Running, Completed, Failed |
RowsCreated | number | yes | Derived unique Tasks linked to this ImportJob |
RowsRejected | number | yes | Rows with retained validation errors |
Errors | longtext | ||
CreatedAt | datetime | yes |