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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

Start now
Pricing Frequently asked questions Get started
Build with Proto
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 Processes
Complete and revisit work4 of 4
  • Set up and capture work1 of 4
  • Move work through review2 of 4
  • Collaborate and follow up3 of 4
  • Complete and revisit work4 of 4

Complete and revisit work

Preserve a finished outcome when work needs another cycle.

3 stages · 0 approvals

Roles and responsibilities

Member Board Owner System 1 Record completion Tasks 2 Reopen or archive Tasks 3 Review boardoutcomes BoardSnapshots
Red diamonds require approval.Rows show responsibility for each step.

Process steps

Follow the process from start to finish. Select a step to see who acts and what changes.

01Record completion02Reopen or archive03Review board outcomes

Record completion

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.

Responsible
Member
Records
TasksTaskEventsTransitionRequests
Effect
Freeze completion for this cycle

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.

Responsible
Board Owner
Records
TasksTaskEvents
Effect
Retain history and begin a new cycle when needed

Review board outcomes

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.

Responsible
Board Owner
Records
BoardSnapshotsTaskEvents
Effect
Separate completions, reopens and aging
Approvals and controls

0 approvals required in this process

  • Reopening follows current workflow, approval and WIP rules.
  • A current deadline change cannot rewrite closed-cycle performance.
  • Archiving cannot remove evidence from an open review.

Records and postings

StageRecordsEffect
1 Record completion TasksTaskEventsTransitionRequests Freeze completion for this cycle
2 Reopen or archive TasksTaskEvents Retain history and begin a new cycle when needed
3 Review board outcomes BoardSnapshotsTaskEvents Separate completions, reopens and aging
Data model →

Process reports

All reports

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

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

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

Due-Date Performance

Compare retained completion events with the due date applicable at that event; later due-date edits cannot rewrite earlier on-time results.

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

Review Turnaround

Time from current review request to its accepted decision, separating pending, rejected, expired and applied outcomes.

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.

Run by an agent

Agent support

This system owns daily boards, checklists, dependencies, controlled handoffs and scoped collaboration. Customer invoicing, payroll, formal sprint commitments and resource-cost planning are outside its scope. Proto prepares work and explains blocked transitions; it cannot supply independent approval.

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# Example after configuration $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent › complete and revisit work · record completion on Tasks, TaskEvents, TransitionRequests ✓ The move service consumes an Approved TransitionRequests decision once, rechecking current revision, blockers, mandatory checklist policy and destination capacity. › complete and revisit work · reopen or archive on Tasks, TaskEvents ✓ Board Owner can reopen completed work through an allowed current workflow move with a recorded reason. › complete and revisit work · review board outcomes on BoardSnapshots, TaskEvents ✓ Board Owner reads BoardSnapshots and event-based reports with their time window, timezone and DefinitionVersion.

Other processes

3 more
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

ERP•AI workspace

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Previous · process 3 of 4Collaborate and follow upNext · IndustriesOperations teams

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