Task board

How it works

1
A single field — status, stage, pipeline — decides the columns.
2
Every item becomes a card in the column its value names.
3
Dragging a card writes the new value back.

Best for

Anything that moves through stages: leads, orders, applications.

Not the right choice for

Data with no natural stages — you get one very long column.

Who uses this page

Property manager

Takes tenant issues, sorts the urgent from the routine, and keeps every unit’s history.

SaaS support team

Answers from your real documentation, and escalates the rest with context attached.

IT services provider

Triages what is actually urgent, and gathers the detail before a human looks.

Freelance developer

Filters the enquiries worth your time and scopes them before the first call.

Questions

What data does the Task board page use?

It reads task records the agent has collected. To-dos by status (todo / doing / done). Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a kanban board the wrong choice?

Data with no natural stages — you get one very long column. It is best for: anything that moves through stages: leads, orders, applications.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.