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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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Pricing Frequently asked questions Get started
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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
Move work through review2 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

Move work through review

Move prepared work through review and capacity checks.

3 stages · 1 approval

Roles and responsibilities

Member Revieweror Board Owner System 1 Move task Tasks 2 Review handoff TransitionRequests TransitionRequests record · system 3 Complete handoff Tasks
Red diamonds require approval.Rows show responsibility for each step.Dashed lines are records the system creates.

Process steps

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

01Move task02Review handoff03Complete handoff

Move task

Member requests a permitted move from the current column using the expected Task.Revision. Resolve the active workflow revision, allowed source path, blockers and effective destination WIP limit. Reserve the destination and update CurrentColumn plus derived Status atomically. Set StartedAt on the first Doing entry of the current cycle, append TaskEvents and retain the order change. A drag, keyboard action or bulk request uses the same checks.

Responsible
Member
Records
TasksColumnsTaskEvents
Effect
Reserve destination capacity atomically
Approval required

Review handoff

When a destination column requires approval, create a TransitionRequests record for the current task revision and intended destination. The request waits in the Review Inbox without moving the task. Reviewer inspects the current work and required evidence. DecisionBy must differ from RequestedBy and LastWorkedBy; holding two roles does not make self-review independent. A changed task or workflow expires the affected request and needs a fresh review.

Responsible
Reviewer or Board Owner
Records
TransitionRequestsTasks
Effect
Record an independent current decision

Complete 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.

Responsible
Member
Records
TasksTransitionRequestsTaskEvents
Effect
Apply the decision and completion once
Approvals and controls

1 approval required in this process

  • Review handoff Reviewer or Board Owner signs · complete handoff waitsTransitionRequests, Tasks
  • Reject stale task or workflow revisions.
  • The reviewer differs from requesterLatest work preparer.
  • Approval cannot bypass WIPBlockers or required checklist work.

Records and postings

StageRecordsEffect
1 Move task TasksColumnsTaskEvents Reserve destination capacity atomically
2 Review handoff TransitionRequestsTasks Record an independent current decision
3 Complete handoff TasksTransitionRequestsTaskEvents Apply the decision and completion once
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

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.

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
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.

Start now Download agent
# Example after configuration $ curl -fsSL https://www.erp.ai/skill.md | paste into your agent › move work through review · move task on Tasks, Columns, TaskEvents ✓ Member requests a permitted move from the current column using the expected Task.Revision. › move work through review · review handoff on TransitionRequests, Tasks ⏸ approval · waiting for the reviewer or board owner # 1 more stage after approval: complete handoff

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

Notification ExceptionsFailed
Delivery NumberTaskRecipientKind
Overdue

Collaborate and follow up

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

3 stages · 0 approvals

Review InboxPending
Request NumberTaskSource ColumnTarget Column

Complete and revisit work

Preserve a finished outcome when work needs another cycle.

3 stages · 0 approvals

ERP•AI workspace

Start now Task & Kanban Board

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Previous · process 1 of 4Set up and capture workNext · process 3 of 4Collaborate and follow up

Customize Move work through review. With Proto, your desktop AI agent.

Ask Proto to help you customize Task & Kanban Board.

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Move work through review.
Ask: “Review “Review handoff”.”
ProtoYour desktop AI agent
Download nowFree install · ~1 GB · AI usage extra
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