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- Task & Kanban Board
- Implementation
How a Task & Kanban Board rollout works
Configure Task and Kanban Board around your team’s operating policy.
Agree ownership
The Board Owner sets internal roles, guest policy and board timezone.
Configure workflow
Review columns, lanes, moves, checklists, WIP and protected destinations.
Bring work across
Validate mappings and preserve task identity, dependencies and history.
Review the first handoff
The Board Owner tests allowed moves, denied guest access, independent review and the last capacity slot.
What the customer provides
Bring board owners, current memberships, workflow columns, allowed moves, review rules, WIP limits, task lists, source mappings, timezones and intended guest sharing.
Changing it afterwards
Version workflow changes with a valid mapping for active tasks. Invalidate affected requests when protected task or workflow facts change. Preserve events, revoked grants, checklist waivers and prior completion cycles.
Set up Task & Kanban Board your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.