WORK MANAGEMENT
GAA board that decides what happens next.
Kanban, grid and calendar views over the same work. Re-group the board by assignee, due date or age in one click. Then add stages that approve, route and act on their own — with an agent that reads the board and the documents attached to it.
Live in production · Web, iOS and Android
VIEWS
Three views, one set of work.
Switch perspectives without transferring data or reconfiguring workflows. Every view reflects identical live tasks.
Kanban
Drag-and-drop stages with custom swimlanes and instant search.
Move work across customizable workflow stages. Filter instantly by assignee, priority, or tags without reloading.
Grid
A spreadsheet view with inline task creation.
View all tasks in high-density tabular rows — task, priority, due date, assignee, stage — with fast keyboard entry.
Calendar
Month, week and day views with an unscheduled task tray.
Drag tasks directly out of the unscheduled tray onto a calendar date to schedule it — no opening date-picker modals for every item.
DYNAMIC PIVOTING
Re-group the board in one click.
Six axes, live. The same board, seen six ways. Not six boards to keep in sync.
Standard workflow progression from intake to completion.
Distribute tasks across Monday to Friday schedules.
Auto-segments into undated, overdue, today, tomorrow, and upcoming.
Inspect individual workloads and balance team capacity.
Triage urgent blockers and critical paths in one view.
Auto-segments into 1 day, 2 days, 3 days, 1 week, 2 weeks, and 2+ weeks.
"Nothing rots quietly at the bottom of a list."
Columns divide by duration (1 day, 2 days, 3 days, 1 week, 2 weeks, 2+ weeks) so stagnant items surface automatically before SLA breaches.
CUSTOM DATA MODEL
The card is yours to define.
12+ field types — textbox, textarea, date, time, rich text, dropdown, radio, user lookup, multi-select tags, URL, file, currency. Fields can be required or read-only, shown on the card front or kept in the modal.
"A board for hiring and a board for bug triage should not hold the same fields. Define what each one carries."
Plus subtask checklists, time estimates, labels, cover images, cross-board and cross-project moving and cloning, one-click share URLs, and a full audit log of every update, move and automated action.
EVENT AUTOMATION
Stages that act — the section that matters.
No mainstream Kanban tool has a stage an LLM evaluates. That is the hook: stages that approve, route and act on their own without manual intervention.
Decision Stages
NOVELA stage with Approve and Reject gates. The decision emits an event and the card routes itself from there.
AI Stages
NOVELA stage whose transition is evaluated by a model reading the card. It routes without anyone touching it.
Custom Action Buttons
ON-CARDOne-click buttons on a card that fire a cascade of actions you define.
Rules, with a Sandbox
NO-CODEIf this event and these conditions, then these actions. No code. Test a rule against live behaviour before turning it on.
DOCUMENT INTELLIGENCE
It asks the documents too.
Attachments sync to Methodical Drive, where they are OCR'd, chunked and embedded. The agent panel answers questions about the board and the files on it.
"Ask which tasks are blocked and it reads the board. Ask what the contract says about penalties and it reads the attachment."
Card metadata and attached document contents are indexed together, allowing natural queries directly in the board sidebar.
STACK & THIRD-PARTY CONNECTIVITY
It doesn't stop at the board, or at Methodical.
Boards emits events, and Switchboard carries them to any app on the platform — a card moving to Done can open a ticket in Helpdesk, update a table, or start an electronic signature. Across your enterprise, it works in both directions with outside systems:
A rule on a board can listen for an event from an outside system and act on it — create a task, move a card, or alert a team.
A board event — a task reaching the final stage of a workflow, say — can call an API on an outside system.
AI BUILDER
SHIPPED 24 SEP 2026AI Builder builds the board.
Describe the board you want and AI Builder designs and builds it — stages, fields, rules and all.
Skip manual column setup and field configuration. State your workflow in plain language, inspect the generated board structure, and deploy it to your workspace in seconds.
USE CASES
What teams use it for.
Suggestions for how teams run their work on Boards — each chosen to demonstrate a real capability.
Purchase and expense approvals
Decision Stages — approve or reject, and the card routes itself.
Contract review and signature
Ask the agent what the attached contract says, then send it for signature.
Recruitment pipelines and onboarding
A stage per interview round, with a checklist per candidate.
Bug tracking and release management
Re-group by assignee to see workload, or by card age to find what has gone stale.
Campaign and content calendars
Calendar view with an unscheduled tray — drag an idea onto a date.
Vendor onboarding and requirement tracking
Custom fields for the things your process actually records.
TEMPLATES
Start from a template.
Start from a pre-configured template or a blank board. Real templates, forkable per tenant.
- Agile project
- Bug tracker
- Product roadmap
- Customer requirement tracking
- Daily task management
- Eisenhower matrix
WHAT WE DON'T HAVE YET
What we don't have yet.
Clear boundaries on what Boards does not do today. No surprises after signup.
No maximum card count per stage yet.
No "blocks" / "blocked by" links, no timeline view.
Notes today. No @mentions.
Estimates only. No running timer.
Cards are created by people with access.
Slice and group freely; you cannot yet save the combination as a named tab.
NEXT STEPS
Ready to run your work on Boards?
Available today as part of the Methodical platform. Web, iOS, and Android.