In Mando AI, the Tasks board shows an AI agent's tasks as cards in columns, from To do to Done. You move a card to the next column as the work moves, mark it done when it is finished, and archive it when nobody needs to see it again.
Before you start
- Open your AI agent, then go to CRM, then Tasks.
- You need access to work the AI agent's inbox to move, finish or archive tasks.
Move a task
- Drag the card to another column. Drag it up or down inside a column to change its place.
- Or open the task and pick a column from the menu at the top of the task.
Mark a task done
- Open the task.
- Tick the box next to the task's title (Mark done).
The task moves to the done column. Untick the box to reopen it: it moves back to the first column that does not hold done tasks. Dragging a card into the done column marks it done too.
Archive a task
- Open the task.
- Click the Archive button at the top of the task.
An archived task leaves the board, My tasks and the customer's page, and keeps its history. To bring it back, open the task from its link and click Restore.
Switch between Board and List
Use the Board and List buttons at the top of the page. The list shows each task with its customer, column, due date and owner, which is easier to scan when there are many tasks.
What you should see
Each move is saved at once and written to the task's activity, for example "moved this from To do to Doing". A done task stays on the board for 30 days after it is done, then leaves the board.
Frequently asked questions
Why did a done task disappear from the board?
Done tasks leave the board 30 days after they are done, so the board shows current work. You still find your own done tasks in My tasks under Done. See How to see all your tasks in My tasks.
Can I delete a task?
Archive it instead. Archiving takes the task off the board and keeps its history, and you can restore it later.