crm-boards-tasks

# CRM Boards & Tasks This skill covers Kanban board setup and task management for project organization. ## Available Tools | Tool | Description | |------|-------------| | `crm_boards_list` | List all Kanban boards | | `crm_boards_show` | Get board details | | `crm_boards_create` | Create a new board | | `crm_boards_update` | Update board settings | | `crm_boards_steps_create` | Add a column to a board | | `crm_boards_steps_update` | Update a board column | | `crm_tasks_list` | List tasks with filters | | `crm_tasks_show` | Get task details | | `crm_tasks_create` | Create a new task | | `crm_tasks_update` | Update task fields | | `crm_tasks_comments_create` | Add comment to a task | ## Board Management ### List Boards ``` Tool: crm_boards_list Input: {} Returns all Kanban boards with IDs and names. ``` ### Create Board ``` Tool: crm_boards_create Input: {"name": "Marketing Tasks"} Returns new board ID. ``` ### Get Board Details ``` Tool: crm_boards_show Input: {"id": "<board-id>"} Returns board with columns (steps) and configuration. ``` ### Update Board ``` Tool: crm_boards_update Input: {"id": "<board-id>", "name": "Q1 Marketing Tasks"} ``` ### Add Board Column ``` Tool: crm_boards_steps_create Input: {"board_id": "<board-id>", "name": "In Progress", "position": 2} ``` ### Update Board Column ``` Tool: crm_boards_steps_update Input: {"id": "<step-id>", "name": "Review", "position": 3} ``` ## Task Management ### List Tasks ``` Tool: crm_tasks_list Input: {"limit": 50, "offset": 0} Returns tasks with name, status, assignee, due date. ``` ### Create Task ``` Tool: crm_tasks_create Input: { "name": "Prepare Q1 report", "board_id": "<board-id>", "step_id": "<step-id>", "due_date": "2026-03-15" } Returns new task ID. ``` ### Get Task Details ``` Tool: crm_tasks_show Input: {"id": "<task-id>"} Returns full task record with description, assignee, dates, and custom fields. ``` ### Update Task ``` Tool: crm_tasks_update Input: {"id": "<task-id>", "name": "Prepare Q1 report (updated)", "step_id": "<new-step-id>"} Use step_id to move task between board columns. ``` ### Add Comment to Task ``` Tool: crm_tasks_comments_create Input: {"id": "<task-id>", "text": "Draft completed, ready for review."} ``` ## Common Workflows ### Set Up Project Board ``` 1. crm_boards_create(name="Project X") -> Get board ID 2. crm_boards_steps_create(board_id, name="Backlog", position=1) 3. crm_boards_steps_create(board_id, name="In Progress", position=2) 4. crm_boards_steps_create(board_id, name="Review", position=3) 5. crm_boards_steps_create(board_id, name="Done", position=4) ``` ### Create and Track Tasks ``` 1. crm_tasks_create(name, board_id, step_id, due_date) -> Create task 2. crm_tasks_update(id, step_id=next_step) -> Move through columns 3. crm_tasks_comments_create(id, text) -> Document progress ``` ### Review Task Board ``` 1. crm_boards_list() -> Find board 2. crm_boards_show(board_id) -> Get columns 3. crm_tasks_list() -> List all tasks, group by step ``` ## Best Practices 1. **Create boards with clear columns** matching your workflow stages 2. **Set due dates** on tasks for deadline tracking 3. **Move tasks** between columns to reflect actual status 4. **Add comments** for status updates and handoff notes 5. **Use separate boards** for different teams or projects