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- Task & Kanban Board
- Get started
Get Task & Kanban Board running in four steps.
Configure Task and Kanban Board with Proto.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Task & Kanban Board. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Task & Kanban Board in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Get started
Click Get started to create your ERP.AI account, then use Proto to configure Task and Kanban Board.
Prepare your team’s setup
Bring board owners, current memberships, workflow columns, allowed moves, review rules, WIP limits, task lists, source mappings, timezones and intended guest sharing.
Review your first working flow
Capture a task with a required checklist and blocker, request independent review and complete its controlled move. Reopen it and verify the old completion. Test concurrent requests for the final free slot before enabling wider access.
Set up Task & Kanban Board your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.