Project Boards

Kanban project boards that humans and your AI agent run side by side.

Project Boards gives every project a board of columns and cards you can move through to done. Reach for it when a piece of work has several moving parts and a team — or an agent — to carry them.

What you can do

  • Create projects as kanban boards, with columns you name, colour and cap with work-in-progress limits.
  • Add cards with descriptions, priorities, due dates and checklists, then drag them between columns as work progresses.
  • Assign each card to a team member or hand it to your AI agent to carry out.
  • Set an agent budget per project — a safety cap on what agent-assigned cards may spend.
  • Save any board as a template and spin up new projects from it in seconds.
  • Schedule projects to recur, and review their run history.
  • Share a board with the whole team or keep it private, mark projects complete, archive or duplicate them.

How to use it

An administrator switches Project Boards on from Settings → Apps. Once enabled, it appears in your navigation under Operations.

Start a project whenever work needs structure — a launch, a sprint, an onboarding. Lay out the columns that match how your team works, add cards for each piece of work, and move them across the board as things get done. Assign cards to the right person, or pass routine ones to your agent and set a budget so it stays within bounds. When a board works well, save it as a template so the next project begins ready-made.

Working with your agent

Describe the outcome and your agent sets up boards, adds cards, assigns work and reports on progress — and can pick up cards assigned to it.

You:    "Set up a board for the website relaunch and add cards for design, build and QA"
Agent:  Creates the project with those columns and cards, ready for you to assign.

How it fits

Boards link to the people they involve through Contacts, and cards can reference records across your workspace. Lighter personal work belongs in Todo Lists, while due dates surface alongside your Calendars. Your agent reads board health to answer "what's overdue?" and "who's loaded?".

Tip. Set a sensible work-in-progress limit on your "In Progress" column — it's the simplest way to stop a board from quietly stalling.