In Mando AI, each AI agent's Tasks board starts with four columns: To do, Doing, Waiting on customer and Done. Admins can rename them, add new ones, change their order, remove them, and choose which column holds done tasks, so the board matches how your team works.
Before you start
- Only admins can change the columns. See Understand Super Admin and Member roles.
- The columns belong to one AI agent. Another agent's board keeps its own columns.
Steps
- Open your AI agent, then go to CRM, then Tasks.
- Click Edit columns at the top of the page.
- Type a new name over any column to rename it.
- Click Add a column to add one. It is added just before the done column.
- Use the up and down arrows to change a column's place.
- Remove a column with its delete button. The done column can't be removed, and a board keeps at least two columns.
- Choose Done next to the column that should hold finished tasks. Exactly one column is the done column.
- Click Save columns.
What you should see
The board shows the new columns at once. Renaming a column keeps every task where it is. Tasks in a column you removed move to another column on the board; no task is deleted.
Choosing the done column
The done column decides which tasks count as done. When you choose a different done column, the tasks in it become done, and the tasks in the old done column become open again. Done tasks leave the board 30 days after they are done.
Frequently asked questions
How many columns can a board have?
A Tasks board has between 2 and 12 columns. A column name can be up to 40 characters.
Why is there no Edit columns button?
Only admins see Edit columns. Ask an admin of your workspace to change the board.