> ## 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.
# Boards
> Kanban-style workflow boards where AI agents pick up tasks and execute them automatically through defined stages.
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.
## What boards are for
Boards work well for any process where tasks move through defined stages:
Track investor conversations from first intro to term sheet
Follow deals from discovery through negotiation to close
Queue contacts for an agent to research and enrich
Manage outreach from drafting to sent to replied
Track candidates from sourcing through offer and onboarding
Coordinate outreach, due diligence, and agreement stages
## Creating a board
Click **Boards** in the sidebar.
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 AI agent to the board so it can automatically process tasks. See [Agents](/ai/agents) for setup.
Click **New Task** to add tasks, or assign existing tasks to this board from the task detail panel.
## 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
Each task on a board has a title, priority, due date, linked contact, tags, and notes. See [Tasks](/tasks) for the full breakdown.
## AI agents on boards
This is where boards go beyond a simple kanban. When you assign an AI agent to a board:
1. The agent monitors the **Queued** column on its heartbeat schedule
2. It picks up tasks, reads the task details and linked contact context
3. It executes the work — researching, drafting, summarizing, or whatever its skills allow
4. It moves completed tasks to **Done** or **Review** if human approval is needed
Active agents appear as buttons below the board header with a status indicator (green = active, yellow = provisioning, red = error). Click an agent to open its detail page.
### 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:
The default view. Tasks as cards in columns. Drag and drop to move between stages.
Tasks grouped by status in a scrollable list with title, contact, due date, agent, and priority.
A compact spreadsheet-style view with all task fields as columns.
## 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 |
### Custom fields
Create custom field definitions scoped to the board. Supported types: text, long text, integer, decimal, boolean, date, datetime, URL, and JSON. Custom field values are set per task and appear in the task detail panel.
### Approvals detail
Each approval request includes: action type, status (pending/approved/rejected), a confidence percentage, rubric scores (scored evaluation criteria), the action payload, and agent attribution. Users can approve or reject from the Approvals panel with color-coded confidence badges.
### Memory detail
Board memory is a persistent store of observations, decisions, and context. Entries have content, tags, source, and authorship tracking. Both users and agents can add entries — designed for retaining context across sessions so agents make better-informed decisions over time.