A board is a structured workspace for organizing tasks through stages. Boards become powerful when you assign AI agents to them — the agent picks up queued tasks, executes the work, and moves tasks through the pipeline automatically.Documentation Index
Fetch the complete documentation index at: https://docs.meetorbis.com/llms.txt
Use this file to discover all available pages before exploring further.
What boards are for
Boards work well for any process where tasks move through defined stages:Fundraising pipeline
Track investor conversations from first intro to term sheet
Sales pipeline
Follow deals from discovery through negotiation to close
Research queue
Queue contacts for an agent to research and enrich
Outreach pipeline
Manage outreach from drafting to sent to replied
Recruiting
Track candidates from sourcing through offer and onboarding
Partnership development
Coordinate outreach, due diligence, and agreement stages
Creating a board
Create a new board
Click New Board. Enter a name and an optional objective that describes the board’s purpose. The objective gives assigned agents context about what the board is for.
Assign an agent (optional)
Assign an AI agent to the board so it can automatically process tasks. See Agents for setup.
Board columns
Every board uses five stages:| Column | Purpose |
|---|---|
| Queued | Work lined up but not started — agents pick up tasks from here |
| Inbox | New items arriving for triage |
| In Progress | Actively being worked on (by you or an agent) |
| Review | Awaiting human review or approval |
| Done | Completed |
How tasks work on boards
Tasks on a board behave like cards on a kanban. You can:- Drag cards between columns to update status
- Click a card to open the task detail panel with all fields, notes, and history
- Filter by tag using the tag bar above the board
- Create tasks directly on the board with the + button at the bottom of any column
AI agents on boards
This is where boards go beyond a simple kanban. When you assign an AI agent to a board:- The agent monitors the Queued column on its heartbeat schedule
- It picks up tasks, reads the task details and linked contact context
- It executes the work — researching, drafting, summarizing, or whatever its skills allow
- It moves completed tasks to Done or Review if human approval is needed
Board lead
An agent can be designated as the Board Lead, giving it primary responsibility for the board’s tasks. The board lead takes priority when multiple agents are assigned.Approvals
Some tasks may require human approval before an agent proceeds. Click Approvals in the board header to see pending approval requests and resolve them.Memory
Click Memory in the board header to view context your AI agents have stored for this board. Memory helps agents make better decisions by retaining information across tasks.Views
Switch between display modes using the view toggle:- Kanban
- List
- Table
The default view. Tasks as cards in columns. Drag and drop to move between stages.
Board types
| Type | Description |
|---|---|
| Tasks | The default org-wide task board — accessed at /tasks, hidden from the boards list |
| Pipeline | Pipeline boards for tracking deals, recruiting, etc. — cannot be deleted |
| Custom | User-created boards for any purpose |
Board settings
Click Settings in the board header to update the board’s name, objective, and agent assignments.Workflow rules
Boards support 5 configurable workflow rules:| Rule | Effect |
|---|---|
| Require review before done | Tasks must pass through Review before moving to Done |
| Require approval for done | An approval request is created when a task is marked Done |
| Comment required for review | A comment must be added before moving a task to Review |
| Block status changes with pending approval | Tasks with pending approvals can’t change status |
| Only board lead can change status | Status changes are restricted to the designated board lead agent |