Projects
Projects is a Kanban board. Cards sit in Open, In Progress, or In Review. A board can be yours alone, or shared with other people by email.
This is separate from Hours. An hours project carries a rate and a company. A Projects board carries cards. Sharing a board does not share a rate card.
The board
Create a board with a name. The board is private until you invite someone.
Cards are added into a column, Open unless you pick another. Drag a card, or change its status, to move it. In Review means the work is ready for a person to check.
There is no Done column on the board. Finishing a card takes it off the three columns. It is not thrown away. With that board selected, the status filter includes Done, which lists finished cards newest first, and you can put one back. Restoring uses a slot on the Free plan if you are already at the card cap.
The In Review column can mark every card in it done in one step.
Deleting a board deletes it for everyone on it, cards included. Archiving hides the board for the owner and for guests. It does not cease the cards, so unarchiving brings the board back as it was. An archived board still counts as the one Free board.
Cards
A card has a title and a body, and optionally a type: feature, bug, improvement, chore, docs, or research. The type is a label. It does not move the card, and a card can have none.
Blocked by. A card can wait on other cards, including cards on another board you can see. The other card shows the reverse, as blocks. A blocked card is one to leave until the blockers are done. A link to a card on a board you are not on comes back hidden: you see that it is blocked, and its state, and not the card itself. When you edit the links, you replace only the ones you can see. Hidden ones stay.
Share one card. Separate from inviting someone to the whole board. The card's share control emails the people you add. Only you, anyone with the link, or specific people. An address with no account yet is kept.
Cost. Each card carries a light, medium, or heavy estimate, the agent it suits, and a rough tokens, dollars, and credits figure. The estimate is worked out from the card. It does not call a model. Open and in-progress cards are the ones added up. In Review is left out of that total, because it is waiting on a person. Done cards are left out too.
Pin a card to an agent from the Agents list when you want that model priced instead of the cheapest suitable one. You can also pin how many follow-on runs to include, for tests and for checking the result. A connected assistant can pass the vendor it is, and the estimate then names the closest model of that vendor.
The body is held to 100 lines of up to 600 characters, and the card to 10 KB. A card can list up to 20 blockers.
Sharing a board
Inviting is a Pro feature. Accepting is not. A guest does not need Pro to open a board they were invited to.
- Open the board's members.
- Enter an email and choose viewer or editor.
- Send the invite. They get an email with the board name, your name or email, and a link. Nothing is shared until they accept.
| Role | What they can do |
|---|---|
| Viewer | Read the board |
| Editor | Add, edit, move, and finish cards |
| Owner | Everything an editor can do, plus rename, delete, archive, and manage members |
No invite can grant ownership. Renaming, deleting, archiving, and managing members stay with the owner. A guest can leave. You can change a member's role, remove them, or cancel a pending invite.
You are responsible for who you invite and for what is on a shared board. An editor can change cards you added. Cards someone else added stay on the board if they later leave or delete their account.
A guest's new cards count against the guest's Free cap, not the owner's. The cap follows the person who created the card.
From an assistant
Read with search_projects, search_project_tasks, and get_project_task. Write with add_project, add_project_task, update_project_task, move_project_task, and delete_project_task. Writing needs Pro.
Moving a card only needs its id and the new status: in-progress when it starts, in-review when it is ready for a person. delete_project_task is how an assistant finishes a card, once you have said it is done or unwanted.
Inviting, renaming, archiving, and sharing one card stay on this page. Those emails should be sent while you are looking at the board.
Plans
Free can keep one board and 5 cards of their own. Pro removes both caps and unlocks invites. An archived board still uses the Free slot. See Plans.