Working on a Board

Open a board from Knowledge › Boards, from a workflow's Board, or from a schedule's drawer. It reads itself again every half minute while it is open, since agents write and claims lapse.

Add a card

Press Add a card and choose its Card type:

• Task: work to do. An agent claims it and closes it with a result.
• Note: something to know. It is never claimed, and is closed when it is no longer true.

Give it a Title and, if it helps, Text. A card you add is an instruction: Added. The next run reads it first. An agent's next run on that board sees your cards before its own.

Agents may give a card a key (an order number, a bug id), so the same thing is never added twice; adding a card whose key is already on the board says so and adds nothing.

Move and close cards

• Drag a task to Done and the board asks how it ended: Done, with an optional Result, or Failed, with Why it failed. The same buttons are on the card itself.
• Drag a note to Done to close it: it is no longer true.
• Drag a closed card back to Open (a task) or Notes (a note) to reopen it.
• Claimed is the agents' column: a task there is being worked, with the time left on its claim (4 min left). You can't drag a card into it, but you can still close a claimed task; your change wins over the claim.

History and undo

A card's History lists every change: who or what made it (a person, or an agent and the run it was in) and when. Undo reverses a change, for 30 days. Comments holds the discussion.

A card closed for 90 days is archived: off the columns, but still found by the board's search (Search cards, archived too).

Agents never delete cards; people close them. Every change keeps who and what wrote it.