Keep the brief with the task
Store permitted files, required steps and the accountable owner with the task. Comments keep review discussion attached to the same work item.
Creative teams
Move deliverables from preparation through feedback and review.
Typical roles
Also built for
- Operations teams
- Creative teams
- Internal service teams
What changes for this team
configured at rolloutMove deliverables from preparation through feedback and review.
Share deliberately
A client guest receives only a shared task and its Shared content. Internal drafts remain internal. A Comment grant allows feedback without task moves or assignment changes. Old links lose access when membership is withdrawn.
Handle another review cycle
Changed work needs a fresh current decision. Reopening a completed deliverable starts a new cycle and retains the earlier completion, making the additional work visible.
Task to completion for this team
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01
Capture task
Keep the brief with the task · Share deliberately
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02
Assign owner
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03
Move work
- 04
Review outcome
Approval required - 05
Track completion
Handle another review cycle
Same records, same gates. The configuration changes how the process runs for this team.
Workspace previews
selected board
| Snapshot Number | Board | Snapshot At | Active Task Count | Overdue Task Count |
|---|---|---|---|---|
| BS-36731 | BRD-3141 | 13 Sep | 9 | 9 |
| BS-61050 | BRD-3071 | 22 Sep | 39 | 11 |
| BS-79672 | BRD-9123 | 22 Sep | 24 | 5 |
| BS-64819 | BRD-4968 | 19 Sep | 26 | 11 |
| BS-44953 | BRD-3293 | 17 Sep | 39 | 8 |
| BS-22213 | BRD-2189 | 15 Sep | 15 | 15 |
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 |
ReadyArchived = false
| Task Number | Title | Owner | Board | Due Date |
|---|---|---|---|---|
| TSK-39313 | Ready tsk-997 | BN | BRD-4475 | 11 Sep |
| TSK-30022 | Ready tsk-822 | SP | BRD-5293 | 26 Sep |
| TSK-66191 | Ready tsk-118 | TE | BRD-7944 | 16 Sep |
| TSK-38857 | Ready tsk-844 | NW | BRD-3281 | 24 Sep |
| TSK-34831 | Ready tsk-423 | VH | BRD-8685 | 25 Sep |
| TSK-69429 | Ready tsk-281 | SN | BRD-4849 | 11 Sep |
Typical roles
Roles and permissionsOwns the board structure, membership and operating policy.
Contributes to internal board work.
Makes independent task handoff decisions for assigned boards.
External or limited participant on explicitly shared tasks.
Modules
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Team collaboration
Keep discussion, files and guest feedback attached to the right task.
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Tasks and ownership
Give each task a clear owner, useful dates and enough context to act.
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Boards and workflow
Shape a board around the way your team moves work.
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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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Flow insights
Read aging, completion and workload with the history behind the numbers.
Relevant reports
Reports and analyticsBoard Flow Summary
Dated snapshots by board and reporting window: active work, overdue work, completed cycles and reopened cycles with the definition version.
Work in Progress
Current nonterminal task count against each effective column limit using the full permitted board population, not the viewer’s filter.
Task Aging
Unfinished task age and time in the current column, with owner and due-date context; excludes archived and cancelled tasks from active workload.
Common questions
All questionsHow do I get started?
Click Start now, then use Proto to configure your board, membership, columns and review policy.
Related questionCan tasks have several owners?
One person remains accountable. Additional assignees can collaborate without replacing that owner or expanding the audience.
Related questionDoes approval move the card immediately?
The handoff still checks current revision, blockers, checklist and capacity. Applied means the move committed.
Related questionCan 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.
Related questionHow does reopening affect reports?
The old completion retains its original facts. Reopening starts a new cycle, and reports distinguish both outcomes.
Related questionCan 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.
Related question