Tasks

A board you share with your agent.

The work that isn't a deal still has to get done. Tag a task agent-ready and your agent picks it up, plans it, and delivers.

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Task board in Kanban view with Inbox, Next, Working, Waiting, Done, and Verified columns
Agent-ready

Write the task. The agent runs it.

“Revive 3 closed lost deals — look for the most promising ones in the last 6 months that are closable this month.” Tag it agent-ready and it gets picked up, planned, and worked.

Other tags route it elsewhere: human keeps it on a person, call puts it in the call block. Same board either way.

Creating a task with a status, assignee, and the agent-ready tag
The same tasks shown on a month calendar and as a sortable table
Three views

Same tasks, however you think.

Kanban when you're moving work along. Table when you want to sort by owner or due date. Calendar when the question is “what's actually landing this week?”

Unscheduled tasks sit beside the calendar so nothing quietly loses a date — drag one onto a day and it's booked.

Six columns

Nothing sits in an unclear state.

Inbox → Next

Anything caught but not started. Drag it to Next when it's this week's work.

Working → Waiting

In flight, or parked on someone else. Waiting keeps the ball visible when it isn't in your court.

Done → Verified

Finished, then checked. Agent work lands in Done so a human still signs it off.

Give your agent the first task.

Bring the list you've been meaning to get to and watch which ones come back done.