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A kanban document is a board: columns of cards that you drag from one stage to the next. Reach for it when the column a card sits in is its status — Todo, Doing, Done; Backlog, In review, Shipped. Where a tracker is about the detail on each task, a board is about movement.

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Creating a board

In the sidebar, open the ⋮ menu on Documents or on a folder, choose New document, then Kanban board. Name it and it opens as an empty board ready for columns. Or ask your agent: “Set up a kanban board for the launch — Todo, Doing, Done — and put our open launch tasks on it.” It creates the board and fills it in.

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Working with a board

The board fills the page. Its title sits in a strip along the top with a count beside it — 18 cards · 4 columns. Each column runs the full height of the page and scrolls on its own, and the board scrolls sideways when there are more columns than fit across. On a phone the columns are about a screen wide and snap into place as you swipe between them. The board is fully editable.
  • Add a column. Add column sits at the top right of the strip, beside the count.
  • Add a card. Each column has an Add card button that opens an inline composer. Pressing Enter keeps it open so you can add several in a row.
  • Move cards. Drag a card between columns, or to a new position within one.
  • Reorder columns. Each column has a drag handle.
  • Rename inline. Click a card title or a column title to edit it. Enter commits, Escape reverts.
  • Tick a card done. Each card has a checkbox; done cards dim.
  • Delete a card. An × appears on hover. A card carrying detail asks you to confirm first, and says the detail goes with it. A bare card deletes immediately.
  • Delete a column. From the column menu. A column with cards asks you to confirm, and tells you how many it holds.
An empty column is perfectly fine — it stays on the board waiting for its first card.

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Card detail

A card can carry more than its title: notes and sub-tasks that travel with it wherever it moves. A card with detail shows the first line of it under the title, and clicking that line opens the rest. When the detail is a list of sub-tasks, the card also shows how many are ticked off. Detail is added by your agent when it writes or updates a card — ask for “a board of the launch tasks, with the acceptance criteria on each card” and you get cards you can drag with the substance attached.
Context about the board as a whole — what it is for, who owns it — belongs in the document’s description rather than in a card. That is what your agents read when they are deciding whether this board is relevant to a question.
A card title can link to another document in your brain, and the link is clickable on the board — so a card can point at the spec, playbook, or customer it relates to. See links between documents. A kanban document has no properties rail and no width control — the board is the page. Its title shows in the strip along the top, but is read-only there. Rename it from the sidebar.

Task trackers

The other checklist format: due dates, priorities, and tags per task.

Document formats

All six formats, and which to pick.