Tasks & Kanban

Every task where it belongs - until it's done

From your personal to-do to the project board: capture, assign, make visible, close. WORKSPACE.PM keeps the overview so nothing slips through.

Project board
To do2

Prepare kickoff

TS

Plan release

JB
In progress2

Finalise proposal

LMDue Fri

Review contract

AKDue Fri
Done1

Incorporate feedback

RN

Tasks get lost in the everyday

The real state of work lives in heads, chats and spreadsheets - not in one place.

Scattered across five tools

Sticky notes, chat messages, mailboxes: finding the real status means clicking through half a dozen tools.

The board becomes a wall

Hundreds of cards, but nobody sees at a glance what actually matters today.

Routine eats attention

Recreating the same tasks by hand every month - and still forgetting one.

Nobody knows the status

Who does what by when? The answer lives in people's heads, not in the system.

One clear path for every task

From first idea to checked box - in four steps.

01

Capture

Create in seconds: title, priority, due date and owner - with the mouse or a keyboard shortcut.

02

Assign

Link it to a project, team, meeting or risk, break it into sub-steps, set dates.

03

Make visible

Board, list, Eisenhower or Gantt - everyone sees the view they need right now.

04

Close

The done column ticks the box, recurring series keep running, reporting is ready.

Views

One board, the view that fits you

Board for flow, list for comparing, Eisenhower for prioritising, Gantt for dates - the same tasks, one click apart.

  • Board with drag & drop, configurable columns, swimlanes and card colours
  • Sortable list view and Eisenhower matrix for personal prioritisation
  • Gantt view for any board - task planning on the familiar timeline
  • Filters, sorting and layout are saved per area; export as PDF, Excel or CSV
Board
List
Eisenhower
Gantt

The same tasks - four perspectives.

Rework login flow

ClassicAgile

Type

Story

Points

5

Sprint

Sprint 24

Status

In review

Priority

High

Switching only changes the fields - the card stays the same.

Classic & Agile

The same card - classic or agile

One team works classic with priority and due date, the other agile with story points and sprint. Both run on the same engine, with no system switch.

  • Classic card with priority, due date, owner and labels
  • Agile variant with work-item type (Epic/Story/Task/Bug), sprint and workflow status
  • Effort estimation in story points, T-shirt sizes, hours or days
  • Commitment workflow: owners actively confirm, instead of silent assumption

Sub-steps

Break big tasks into doable steps

Every card carries checklists with their own progress - and each sub-step can have its own person and its own due date.

  • Multiple checklists per card with a progress bar at a glance
  • Delegate sub-steps to individual people, each with its own due date
  • Inline quick entry: @person and [date] in a single typing flow
  • Once every item is done, the board suggests closing the card

Prepare onboarding

3 of 5 done
  • Create accountsAK
  • Send welcome emailTS
  • Order hardwareLM
  • Schedule introDue FriRN
  • Collect feedbackJB
@Anna [Fri] - owner and date in one typing flow
All items done? Close the card.
Review contract

Belongs to

Website relaunchWeekly sync · W30Risk: delivery delay

Linked with

Proposal v2JIRA-812

In context

No task stands alone

A card can belong to a project, a meeting and a risk at once - with always-current names. And any task becomes a meeting or a project building block on request.

  • Affiliations to project, meeting and risk - visible in one place
  • Links to other cards and external tickets, visible in both directions
  • Create a meeting from a card or carry it onto the next agenda
  • When a risk becomes concrete, it turns into a task without a media break

Automation

Routine tasks that create themselves

Month-end close, weekly sync, maintenance: defined once as a rule, they appear reliably in the background. Nothing forgotten.

  • Define a recurrence rule freely or generate it from an existing card
  • Preview the next dates before you save - no surprises
  • Pause a series and resume later, for example over holidays
  • An automatic background sweep creates the cards, even outside working hours

Month-end close

Active
Repeats monthly on the 1st

Next dates

Aug 1Sep 1Oct 1
Card is created automatically

My Kanban

12 tasks from all sources

Team Kanban

Marketing

Project Kanban

Website relaunch

Container Kanban

Work package “Design”

“My Kanban” bundles team, project and private tasks

Levels

From your own to-do list to the project board

“My Kanban” bundles all your tasks from projects, teams and private notes. Teams and projects run their tasks on the same engine - each level its own board.

  • “My Kanban”: all your own tasks from every source in one place
  • Team Kanban and project Kanban - independent or project-bound
  • Container Kanban: a work package's tasks right in its detail view
  • Project health check flags when operational tasks are missing

Less admin, not more

WORKSPACE.PM takes work off your plate instead of adding it.

AI makes the first move

Create, change or look up tasks in natural language - the AI assistant does the typing.

Deadlines you don't have to remember

Reminders fire before the due date, and columns assign a realistic deadline automatically when a card moves.

Your view stays your view

The board remembers filters, sorting and card layout per area - set up once, never again.

Everything connected

Tasks are just the beginning

Every card is part of the bigger picture: from the task board to the project plan, the meeting minutes or the risk - without switching applications.

Frequently asked questions

What project teams want to know before switching.

You create new cards in seconds - with a keyboard shortcut, via the public REST API, or by letting the AI assistant generate them from your text. Existing boards can be processed further as PDF, Excel or CSV.

No. The same card carries classic and agile fields. Each team picks its method, and the project stays consistent because differing estimation units are reconciled server-side.

Yes. The Eisenhower matrix is its own view; story points, sprints and work-item types are available for agile teams, classic Kanban for everyone else.

Filters, swimlanes, saved views and “My Kanban” bundle exactly the tasks that matter right now. Large boards stay fast because only visible cards are loaded.

Anytime. Export as PDF, Excel or CSV, plus an open REST API and domain events for your own integrations. No one-way street.

Bring order to your tasks - starting today

Start for free and see how tasks, deadlines and responsibilities fall into place in one spot.