Tasks & Kanban

Organize work with powerful task management and visual Kanban boards.

Overview

Tasks in Agency OS AI include:

  • Kanban board with drag-and-drop
  • Workflow stage organization
  • Priority levels
  • Time tracking integration
  • File attachments
  • Comments and mentions

Creating Tasks

From Project View

  1. Open a project
  2. Click Add Task button
  3. Enter task details:
    • Title - Clear, descriptive task name
    • Description - Detailed requirements
    • Assignee - Team member responsible
    • Priority - Low, Medium, High, Urgent
    • Due Date - When task should be complete
    • Estimated Hours - Expected time to complete
  4. Click Create Task
POST /wp-json/agency-os-ai/v1/tasks { "title": "Design homepage mockups", "project_id": 5, "stage_id": 2, "assignee_id": 3, "priority": "high", "due_date": "2026-04-05", "estimated_hours": 8, "description": "Create 3 homepage design concepts for client review" }

Task Fields

Field Type Description
title string Task name
project_id integer Parent project ID
stage_id integer Workflow stage
assignee_id integer Assigned user ID
priority enum low, medium, high, urgent
status enum pending, in_progress, review, complete
due_date date Task deadline
estimated_hours decimal Expected duration
actual_hours decimal Tracked time

Kanban Board

The Kanban board provides a visual overview of all tasks organized by workflow stages:

Using the Board

  • Drag and Drop - Move tasks between stages
  • Quick Edit - Click task to edit inline
  • Filter - By assignee, priority, or date
  • Search - Find specific tasks
  • Collapse - Minimize stages to focus on active ones

Kanban Columns

Default workflow stages create Kanban columns. Customize in Agency OS → Workflow Stages.

Task Views

Kanban Board

Visual workflow with drag-and-drop cards organized by stage.

List View

Table view with sorting and bulk actions.

Calendar

Calendar view showing tasks by due date.

Task Actions

Action Description
Start Timer Begin time tracking for this task
Add Comment Add discussion or updates
Attach File Upload documents
Add Subtask Break into smaller tasks
Clone Duplicate task
Archive Move to archive

Priority Levels

Priority Color Use Case
low Gray Nice to have, no deadline
medium Blue Standard priority items
high Orange Important, needs attention
urgent Red Critical, do immediately

API Endpoints

GET /wp-json/agency-os-ai/v1/tasks

List tasks with filters: project_id, stage_id, assignee_id, priority, status

POST /wp-json/agency-os-ai/v1/tasks

Create a new task.

PUT /wp-json/agency-os-ai/v1/tasks/{id}

Update task including stage changes.

Related Documentation