What boards are for
Boards work well for any process where you move things forward through defined stages:Fundraising pipeline
Track investor conversations from first intro to term sheet
Job search
Move applications from applied → interviewed → offer received
Investor relations
Manage LP updates, requests, and follow-ups in one view
Sales pipeline
Follow deals from discovery through negotiation to close
Partnership development
Coordinate outreach, due diligence, and agreement stages
Recruiting
Track candidates from sourcing through offer and onboarding
Creating a board
Create a new board
Click New Board. Enter a name and an optional objective that describes the board’s purpose.
Board columns
Every board uses the same five-stage column structure:| Column | Purpose |
|---|---|
| Queued | Work that’s lined up but not started yet |
| Inbox | New items arriving for triage |
| In Progress | Actively being worked |
| Review | Awaiting feedback or approval |
| Done | Completed |
Tasks
Each card on a board is a task. Tasks have:- Title — a short description of the work
- Priority — Low, Medium, High, or Urgent
- Due date — an optional deadline
- Contact — a linked contact from your network
- Tags — colored labels for filtering and grouping
- Notes — a free-text description or context
Creating a task
Click New Task in the header, or click the + button at the bottom of any column to create a task directly in that stage.Opening a task
Click any card to open the task detail panel on the right side. From here you can edit all fields, add notes, and view the task’s full history.Moving cards between stages
Drag a card from one column to another to update its status. The change is saved immediately and a confirmation toast appears. You can also update the status from inside the task detail panel using the status dropdown.Filtering by tag
If your board has tasks with tags, a tag filter bar appears above the board. Click any tag to show only tasks with that tag. Click again to deselect. Use Clear to remove all active tag filters.Views
Use the view switcher in the top right to change how tasks are displayed:- Kanban
- List
- Table
The default view. Tasks appear as cards in columns. Drag and drop to move cards between stages.
Board settings
Click Settings in the board header to update the board’s name and objective.AI agents on boards
Boards can have AI agents assigned to them. When an agent is active on a board, it can move tasks between stages automatically based on completed work.- Active agents appear as buttons below the board header
- Each agent shows a status indicator (green = active, yellow = provisioning, red = error)
- Click an agent’s button to open its detail page