Guide

Boards

Kanban boards for the work of the solution's initiatives — stories, tasks, defects and epics — and a review board for requirements. Every move is checked against the same rules as the forms. Initiatives themselves move on the Portfolio board.

For: Founder, Project lead, Team developer, Product owner, Tester, Solo builder

Columns

BoardColumns
Stories (development)Backlog → Ready → In progress → Code review → Verification → Done
Tasks (no development)Backlog → Awaiting approval → Ready → In progress → Check → Done
DefectsNew → Triage → Ready → In progress → Code review → Verification → Fixed
EpicsIdea → Analysis → Ready → In delivery → Done
Requirements (review)Draft → Approved → Authority

Subtasks (To do → Doing → Done) are shown inside their story or task card as a checklist; tick them without leaving the board.

The initiative chosen in the context row below the top bar filters the boards to its work and requirements; defects belong to the solution and always show.

The menus above an item

On the page of a story, task, defect or epic (and of every other record with the same layout) the buttons on the right of the view tabs are the item's actions. A button with a small arrow, such as Status, Block, Add or Delete, opens a small panel under it; only one is open at a time. It closes when you click outside it, press Escape (the focus goes back to the button) or move on with Tab.

With the keyboard: open a menu with Enter or Space on its button, then Arrow down and Arrow up move through its links and buttons, from the last back to the first; Home and End jump to the first and the last. Inside a text box, a list or a date of a menu the arrow keys keep their usual meaning. The same holds for your account menu at the right of the top bar; Escape closes it and puts the keyboard back on its button.

When a page has many views, the row of view tabs scrolls sideways inside itself instead of widening the page.

The quieter grey buttons beside the main action are the item's other actions; the main action stays the one filled button.

States and tags. A state is always written out; its dot and tint repeat it: green for what holds (Authority, Accepted), blue for what is agreed but not yet binding (Approved), amber for what waits for someone (an open proposal), red for what was refused or is locked, grey for a draft. A state that has ended (Retired, Superseded, Rejected knowledge) has a dashed edge. A grey tag without a dot is a fact, not a state: a rule's level or kind.

When there is nothing to show. A list or screen with nothing in it shows a box with a dashed edge: what belongs here in a sentence and, when you may take it, the first step as a button.

Actions that cannot be taken back ask first. Removing a member, revoking a token, deleting an item and the like open a small window in the app: it says what is about to happen and what goes with it, and its red button names the outcome ("Revoke", "Delete draft"). The keyboard starts on Cancel; Escape also leaves, and nothing happens.

Moving cards

  • Drag a card to another column, or use Move to… on the card (works with the keyboard).
  • A refused move snaps back with the reason, e.g. a task that needs approval, or a requirement without acceptance criteria.
  • Owners and admins can lock a board: it becomes read only for everyone, without drag and drop. Viewers always see boards read only.

Signals on the cards

  • Blocked (red) with one of the tenant's block reasons.
  • Age: days in the same column, shown in amber from 5 days.
  • WIP limits: set per column; a column over its limit is highlighted.
  • AC met / covered, subtask progress, the epic and work package, and an AI badge when an agent moved the card last.
  • AI proposal: an agent proposed this item (propose_work_items). It stays in the Backlog (an epic in Idea) until a person moves it on.

Agents and Ready

An agent starts work only once a person has moved it to Ready — including items the agent proposed itself. Moving work to Ready is how you release it to agents. Under the demand gate the move is allowed only when the item's initiative answers a demand.

Feedback for CorPole