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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

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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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Task & Kanban Board Industries
Internal service teams3 of 3
  • Operations teams1 of 3
  • Creative teams2 of 3
  • Internal service teams3 of 3

Internal service teams

Coordinate small internal jobs without losing scope or ownership.

Typical roles
  • Board Owner
  • Member
  • Viewer
Also built for
  • Operations teams
  • Creative teams
  • Internal service teams

What changes for this team

configured at rollout

Coordinate small internal jobs without losing scope or ownership.

Establish the team boundary

Explicit board membership controls who can operate the board. Membership of the wider team does not automatically grant a board role. Route accepted work to an eligible current owner.

Expose blockers

Dependencies stay directed and within the board. Resolving one prerequisite does not clear another. WIP counts include qualifying tasks hidden by personal filters.

Follow up consistently

Reminders use the board timezone and current date. Completed or rescheduled work suppresses obsolete messages. Event history distinguishes a delayed job from completed work that later needed another cycle.

Task to completion for this team

  1. 01

    Capture task

    Establish the team boundary

  2. 02

    Assign owner

    Expose blockers

  3. 03

    Move work

  4. 04

    Review outcome

    Approval required

    Follow up consistently

  5. 05

    Track completion

Same records, same gates. The configuration changes how the process runs for this team.

Workspace previews

Overdue WorkTasks
overdueStatusnot Done or CancelledArchived = false
Task NumberTitleOwnerBoardDue Date
TSK-42289Backlog tsk-159FBBRD-702307 Sep
TSK-26685Ready tsk-655ZNBRD-868405 Sep
TSK-73028Doing tsk-635SABRD-992906 Sep
TSK-89957Review tsk-791VFBRD-665705 Sep
TSK-24949Backlog tsk-341ABBRD-972828 Sep
TSK-59690Ready tsk-319NFBRD-252108 Sep
Active BoardTasks
selected boardArchived = false
Task NumberTitleOwnerCurrent ColumnPriority
TSK-67320Backlog tsk-244SJCLM-2084Low
TSK-59362Ready tsk-691FCCLM-1356Normal
TSK-25504Doing tsk-714KYCLM-1814High
TSK-95608Review tsk-399TACLM-8100Urgent
TSK-55826Done tsk-854UECLM-9831Low
TSK-80967Cancelled tsk-516ESCLM-7296Normal
Boards and workflow →
Board Flow HistoryBoardSnapshots
selected board
Snapshot NumberBoardSnapshot AtActive Task CountOverdue Task Count
BS-36731BRD-314113 Sep99
BS-61050BRD-307122 Sep3911
BS-79672BRD-912322 Sep245
BS-64819BRD-496819 Sep2611
BS-44953BRD-329317 Sep398
BS-22213BRD-218915 Sep1515
Flow insights →

Typical roles

Roles and permissions
Board Owner

Owns the board structure, membership and operating policy.

Permissions
  • Manage owned Boards, Columns, Swimlanes, Labels and BoardMemberships
  • review ImportJobs mappings
  • manage owned-board Tasks and dependencies
Review InboxTransitionRequests
Pending
  • TR-75322 TSK-80360 in 1 d
  • TR-21489 TSK-10119 6 d
  • TR-75785 TSK-57074 8 d
  • TR-33775 TSK-31669 1 d
  • TR-17012 TSK-84257 in 5 d
TR-75322
Task
TSK-80360
SourceColumn
CLM-8860
TargetColumn
CLM-2497
RequestedBy
GP
RequestedAt
18 Sep

Approval conditions.

Member

Contributes to internal board work.

Permissions
  • Create Tasks on active joined boards
  • update assigned or owned Tasks within permitted transitions
  • manage own comments and attachments, task labels, checklists and dependencies within board scope
My TasksTasks
YouStatusnot Done or CancelledArchived = false
Task NumberTitleBoardCurrent ColumnPriority
TSK-75889Backlog tsk-549BRD-5011CLM-2042Low
TSK-79999Ready tsk-698BRD-3979CLM-8941Normal
TSK-12224Doing tsk-346BRD-8972CLM-1924High
TSK-43839Review tsk-560BRD-5378CLM-7807Urgent
TSK-94091Backlog tsk-862BRD-3508CLM-7341Low
TSK-99443Ready tsk-574BRD-9001CLM-6186Normal
Viewer

Reads board progress within explicit membership.

Permissions
  • View internal board Tasks, columns, permitted comments and files and derived flow reports
  • no writes, imports, approvals or workflow execution
  • exports retain task and field scope
Task ScheduleTasks
Statusnot Done or CancelledDueDate >= today
Task NumberTitleOwnerStart DateEnd Date
TSK-47203Backlog tsk-921BE23 Sep27 Sep
TSK-67113Ready tsk-501ZD17 Sep22 Sep
TSK-21977Doing tsk-745SK27 Sep03 Oct
TSK-31076Review tsk-585WA24 Sep03 Oct
TSK-83841Backlog tsk-363FN18 Sep20 Sep
TSK-58677Ready tsk-905FX10 Sep19 Sep

Modules

  • My Tasks
    Task NumberTitleBoardCurrent Column

    Tasks and ownership

    Give each task a clear owner, useful dates and enough context to act.

  • My Shared TasksShared
    Task NumberTitleDue DateStatus
    Ready

    Team collaboration

    Keep discussion, files and guest feedback attached to the right task.

  • Board Flow History
    Snapshot NumberBoardSnapshot AtActive Task Count

    Flow insights

    Read aging, completion and workload with the history behind the numbers.

  • Active Board
    Task NumberTitleOwnerCurrent Column

    Boards and workflow

    Shape a board around the way your team moves work.

  • Active BlockersActive
    Dependency NumberBlocking TaskBlocked TaskCreated By

    Checklists and dependencies

    Keep required work and real blockers visible before the next handoff.

  • Review InboxPending
    Request NumberTaskSource ColumnTarget Column

    Reviews and approvals

    Review the current work before a protected move reaches its destination.

Relevant reports

Reports and analytics

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.

Active BoardTasks
selected boardArchived = false
Task NumberTitleOwnerCurrent ColumnPriority
TSK-67320Backlog tsk-244SJCLM-2084Low
TSK-59362Ready tsk-691FCCLM-1356Normal
TSK-25504Doing tsk-714KYCLM-1814High
TSK-95608Review tsk-399TACLM-8100Urgent
TSK-55826Done tsk-854UECLM-9831Low
TSK-80967Cancelled tsk-516ESCLM-7296Normal

Cycle Time

Observed elapsed start-to-completion hours by task cycle, including explicit rework cycles and null where an observation is incomplete.

Recent CompletionsTasks
DoneArchived = false
Task NumberTitleOwnerCompleted AtCycle Number
TSK-77572Done tsk-548DA940
TSK-59904Done tsk-829VT530
TSK-92430Done tsk-153NR390
TSK-47857Done tsk-280FF210
TSK-31152Done tsk-137GH480
TSK-74783Done tsk-496MD90

Common questions

All questions
Can tasks have several owners?

One person remains accountable. Additional assignees can collaborate without replacing that owner or expanding the audience.

Related question
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.

Related question
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.

Related question
How do reminders handle changed dates?

The service rechecks the current deadline and audience. Completion, cancellation, archiving or rescheduling suppresses obsolete reminders.

Related question

Other industries

  • Industry

    Operations teams

    Coordinate daily requests and repeatable team checklists.

  • Industry

    Creative teams

    Move deliverables from preparation through feedback and review.

  • This page

    Internal service teams

    Coordinate small internal jobs without losing scope or ownership.

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