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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 Modules
Flow insights6 of 6
  • Boards and workflow1 of 6
  • Tasks and ownership2 of 6
  • Checklists and dependencies3 of 6
  • Reviews and approvals4 of 6
  • Team collaboration5 of 6
  • Flow insights6 of 6

Flow insights

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

Board Flow HistoryBoardSnapshots
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
selected board
Snapshot NumberBoardSnapshot AtActive Task CountOverdue Task CountCompleted Cycles
BS-36731BRD-314113 Sep9960
BS-61050BRD-307122 Sep3911220
BS-79672BRD-912322 Sep245100
BS-64819BRD-496819 Sep2611210
BS-44953BRD-329317 Sep39870
BS-22213BRD-218915 Sep151570
Records in this module
  • BoardSnapshots
  • TaskEvents
  • Tasks
  • NotificationDeliveries

Complete the handoff

The move service consumes an Approved TransitionRequests decision once, rechecking current revision, blockers, mandatory checklist policy and destination capacity. Mark Applied only when the move commits. Entering Done stamps CompletedAt and appends one Completed TaskEvents row for Task plus CycleNumber. An approved request with no free slot remains approved but unapplied until it can be safely retried; approval alone is not completion.

Follow up on dates

The reminder service evaluates DueDate in the board timezone and schedules a unique NotificationDeliveries occurrence for the intended current owner or reviewer. Recheck the task, audience and date immediately before sending. Completed, cancelled, archived or rescheduled work suppresses an obsolete reminder. Provider acceptance and observed delivery remain separate, and an unknown result keeps its original operation key for reconciliation.

Reopen or archive

Board Owner can reopen completed work through an allowed current workflow move with a recorded reason. Preserve the original completion event, increment CycleNumber and start a new work cycle without rewriting earlier timings. Recheck WIP and applicable approval policy for the destination. Archiving removes a task from active lists but preserves its relationships and event history; it cannot be used to remove evidence from an open review.

Review flow

Board Owner reads BoardSnapshots and event-based reports with their time window, timezone and DefinitionVersion. Distinguish completed cycles from reopened work and unfinished aging. An empty result has no measured cycle time. Compare owners’ workload in context; task counts alone do not establish productivity. Viewer receives only the permitted board reports, and Guest has no board-wide analytics or export.

Review a reopened task fairly

A Friday completion can reopen on Monday because new work is required. Friday’s event keeps its observed owner, deadline and timing. Monday starts a new numbered cycle. Restoring archived work also rechecks the destination’s current capacity, so archiving cannot become a way to bypass a full column. Reports show the earlier completion and the reopen without rewriting either into a cleaner history.

Cycle time needs actual start and completion observations under a declared elapsed-time definition. An empty result is not zero-day delivery. Never-started work contributes to unfinished aging where appropriate, while cancelled work is not completed delivery.

Snapshots identify observation time, timezone and definition version. Compare the same reporting window and definition before interpreting change. Many small tasks and a few complex tasks cannot establish a productivity ranking. Use workload views to find blocked or overdue work and discuss its context. Follow an uncertain reminder through its retained delivery record instead of assuming an attempted message reached its recipient.

Modules

  • Active Board
    Task NumberTitleOwnerCurrent Column

    Boards and workflow

    Shape a board around the way your team moves work.

  • My Tasks
    Task NumberTitleBoardCurrent Column

    Tasks and ownership

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

  • 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.

  • 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.

Reports

All reports

Board Flow Summary

Dated snapshots by board and reporting window: active work, overdue work, completed cycles and reopened cycles with the definition version.

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

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

Ownership and Workload

Active task count by accountable owner and priority within board scope; task count is not a productivity ranking.

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

Roles and permissions

Board Owner

Owns the board structure, membership and operating policy.

Permissions and records
  • Manage owned Boards, Columns, Swimlanes, Labels and BoardMemberships
  • review ImportJobs mappings
  • manage owned-board Tasks and dependencies
  • review documented checklist waivers
  • Tasks
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 and records
  • 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
  • request reviews
  • Tasks
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 and records
  • 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
  • Tasks
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
Guest

External or limited participant on explicitly shared tasks.

Permissions and records
  • View only Shared Tasks with an active TaskParticipants grant and active Guest BoardMembership
  • comment only when TaskParticipants.Access is Comment
  • read Shared comments and attachments only
  • no board-wide queries, internal discussions, assignments, task moves, reports, export or invitations
  • Tasks
My Shared TasksTasks
SharedYouTaskParticipants.Active = true
Task NumberTitleDue DateStatus
TSK-80234Backlog tsk-47918 SepBacklog
TSK-83904Ready tsk-34024 SepReady
TSK-13915Doing tsk-83311 SepDoing
TSK-42132Review tsk-52029 SepReview
TSK-42448Done tsk-87912 SepDone
TSK-16467Cancelled tsk-58520 SepCancelled

Related processes

My Tasks
Task NumberTitleBoardCurrent Column

Set up and capture work

Create the board boundary and bring useful work into it.

3 stages · 0 approvals

My Tasks
Task NumberTitleBoardCurrent Column

Move work through review

Move prepared work through review and capacity checks.

3 stages · 1 approval

Notification ExceptionsFailed
Delivery NumberTaskRecipientKind
Overdue

Collaborate and follow up

Share the right context and keep time-sensitive work visible.

3 stages · 0 approvals

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