crm-boards-tasks

name	crm-boards-tasks
description	CRM Kanban boards and task management — create boards, manage columns, create and track tasks. Use when organizing work, managing projects, or tracking task completion.

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