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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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Frequently asked questions

Practical answers about Task and Kanban Board.

The system

How do I get started?

Click Start now, 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.

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.

Processes and approvals

Does approval move the card immediately?

The handoff still checks current revision, blockers, checklist and capacity. Applied means the move committed.

Groups
  • The system
  • Processes and approvals
ERP•AI workspace

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Task & Kanban Board.
Ask: “Adapt Boards and workflow.”
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