agents-store 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
- Create boards with clear columns matching your workflow stages
- Set due dates on tasks for deadline tracking
- Move tasks between columns to reflect actual status
- Add comments for status updates and handoff notes
- Use separate boards for different teams or projects