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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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Pricing Frequently asked questions Get started
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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 References
Integrations4 of 6
  • Roles and permissions1 of 6
  • Reports and analytics2 of 6
  • Data model3 of 6
  • Integrations4 of 6
  • Implementation5 of 6
  • Agent reference6 of 6

Integrations

Keep conversations connected to the work

Task & Kanban BoardShared data, controlled access Task intakeReviewed task sourcesTasks ↓ Team notificationsCommunication channelsin and out ReportingAuthorized analytical...out Your agent
  • Task intake
    • Reviewed task sourcesTasks · in
  • Team notifications
    • Communication channelsin and out
  • Reporting
    • Authorized analytical consumersout
  • Agents
    • Your agentWorks within the permissions you assign

Task intake

  • Reviewed task sources. Reviewed imports and configured inbound connections preserve source identity and validated mappings. They use the same ownership, capacity and review controls as manual tasks.

Team notifications

  • Communication channels. Configured email or collaboration channels receive permitted current reminders and mentions. A message cannot approve or move work.

Reporting

  • Authorized analytical consumers. Authorized consumers read dated events and versioned snapshots. Guests receive no board-wide export.

How connections are governed

service accounts, audit, pausing

Pin reviewed composition and connector revisions. Authenticate configured sources and retain operation identity. Recheck current audience before messages and attachment responses. Unknown provider outcomes remain with the original request until reconciled.

The API is one more client of the same interface. Agent reference →

# Example work after configuration $ curl -s erp.ai/skill.md › Explain why this task cannot move into Done. › Prepare an import mapping without inviting unknown owners. › Compare completed cycles and reopened work in the same time window.
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