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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 References
Reports and analytics2 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

Reports and analytics

Understand workload and the flow of tasks

Board Flow Summary

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

Flow insights · View preview

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

Work in Progress

Current nonterminal task count against each effective column limit using the full permitted board population, not the viewer’s filter.

Reviews and approvals · Explore module

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.

Team collaboration · View preview

My Shared TasksTasks
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
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

Cycle Time

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

Flow insights · View preview

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

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.

Tasks and ownership · View preview

My TasksTasks
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
YouStatusnot Done or CancelledArchived = false
Task NumberTitleBoardCurrent ColumnPriorityStart Date
TSK-75889Backlog tsk-549BRD-5011CLM-2042Low27 Sep
TSK-79999Ready tsk-698BRD-3979CLM-8941Normal25 Sep
TSK-12224Doing tsk-346BRD-8972CLM-1924High28 Sep
TSK-43839Review tsk-560BRD-5378CLM-7807Urgent08 Sep
TSK-94091Backlog tsk-862BRD-3508CLM-7341Low18 Sep
TSK-99443Ready tsk-574BRD-9001CLM-6186Normal13 Sep

Review Turnaround

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

Reviews and approvals · View preview

Review InboxTransitionRequests
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
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.

Flow insights · View preview

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

Import Reconciliation

Source file hash and mapping revision against created task identities and retained row validation errors.

Tasks and ownership · View preview

My TasksTasks
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
YouStatusnot Done or CancelledArchived = false
Task NumberTitleBoardCurrent ColumnPriorityStart Date
TSK-75889Backlog tsk-549BRD-5011CLM-2042Low27 Sep
TSK-79999Ready tsk-698BRD-3979CLM-8941Normal25 Sep
TSK-12224Doing tsk-346BRD-8972CLM-1924High28 Sep
TSK-43839Review tsk-560BRD-5378CLM-7807Urgent08 Sep
TSK-94091Backlog tsk-862BRD-3508CLM-7341Low18 Sep
TSK-99443Ready tsk-574BRD-9001CLM-6186Normal13 Sep

No reports are assigned to this role. Select Everyone to see all reports.

Decisions supported

Review distinct completed task cycles, separately identified reopens and unfinished aging in the stated timezone and definition version. Closed-cycle deadline results use frozen event facts. Missing observations remain missing; task counts are not productivity rankings.

Board Flow Summary

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

Explore Flow insights

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

Work in Progress

Current nonterminal task count against each effective column limit using the full permitted board population, not the viewer’s filter.

Explore Reviews and approvals

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.

Explore Team collaboration

My Shared TasksTasks
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
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

Cycle Time

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

Explore Flow insights

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

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.

Explore Tasks and ownership

My TasksTasks
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
YouStatusnot Done or CancelledArchived = false
Task NumberTitleBoardCurrent ColumnPriorityStart Date
TSK-75889Backlog tsk-549BRD-5011CLM-2042Low27 Sep
TSK-79999Ready tsk-698BRD-3979CLM-8941Normal25 Sep
TSK-12224Doing tsk-346BRD-8972CLM-1924High28 Sep
TSK-43839Review tsk-560BRD-5378CLM-7807Urgent08 Sep
TSK-94091Backlog tsk-862BRD-3508CLM-7341Low18 Sep
TSK-99443Ready tsk-574BRD-9001CLM-6186Normal13 Sep

Review Turnaround

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

Explore Reviews and approvals

Review InboxTransitionRequests
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
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.

Explore Flow insights

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

Import Reconciliation

Source file hash and mapping revision against created task identities and retained row validation errors.

Explore Tasks and ownership

My TasksTasks
Boards and workflowTasks and ownershipChecklists and dependenciesReviews and approvalsTeam collaborationFlow insights
YouStatusnot Done or CancelledArchived = false
Task NumberTitleBoardCurrent ColumnPriorityStart Date
TSK-75889Backlog tsk-549BRD-5011CLM-2042Low27 Sep
TSK-79999Ready tsk-698BRD-3979CLM-8941Normal25 Sep
TSK-12224Doing tsk-346BRD-8972CLM-1924High28 Sep
TSK-43839Review tsk-560BRD-5378CLM-7807Urgent08 Sep
TSK-94091Backlog tsk-862BRD-3508CLM-7341Low18 Sep
TSK-99443Ready tsk-574BRD-9001CLM-6186Normal13 Sep
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