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Configure Task and Kanban Board with Proto.
Example workspace
Tasks and ownership →
YouStatusnot Done or CancelledArchived = false
| Task Number | Title | Board | Current Column | Priority |
|---|---|---|---|---|
| TSK-75889 | Backlog tsk-549 | BRD-5011 | CLM-2042 | Low |
| TSK-79999 | Ready tsk-698 | BRD-3979 | CLM-8941 | Normal |
| TSK-12224 | Doing tsk-346 | BRD-8972 | CLM-1924 | High |
| TSK-43839 | Review tsk-560 | BRD-5378 | CLM-7807 | Urgent |
| TSK-94091 | Backlog tsk-862 | BRD-3508 | CLM-7341 | Low |
| TSK-99443 | Ready tsk-574 | BRD-9001 | CLM-6186 | Normal |
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1
Start now
Click Start now to create your ERP.AI account, then use Proto to configure Task and Kanban Board.
Start now -
2
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.
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3
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.
$ curl -s erp.ai/skill.md | paste into your agentDownload agent
Access 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.
ReportsReports and analyticsUnderstand workload and the flow of tasks
Data modelData modelRecords and relationships behind Task and Kanban Board.
IntegrationsIntegrationsKeep conversations connected to the work
RolloutImplementationConfigure Task and Kanban Board around your team’s operating policy.
APIAgent referenceUse Proto to configure Task and Kanban Board.
Modules
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Boards and workflow
Shape a board around the way your team moves work.
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Tasks and ownership
Give each task a clear owner, useful dates and enough context to act.
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Checklists and dependencies
Keep required work and real blockers visible before the next handoff.
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Reviews and approvals
Review the current work before a protected move reaches its destination.
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Team collaboration
Keep discussion, files and guest feedback attached to the right task.
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Flow insights
Read aging, completion and workload with the history behind the numbers.