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10.0Boards

One board, held by people and agents alike

Hand a card to a person and it waits for a decision. Hand it to an agent and it starts moving. The column follows the owner, so the board is never out of date.

Hand to

Working

8

An agent is on it

Needs a person

4

Waiting on a decision

Click a card, then choose who holds it. An agent starts working; a person means it waits for a decision.

Assigning a card to an agent starts work under that agent's permissions. Held actions wait under the same rules whether a person or an agent started the card.

The board

The column follows the owner

On most boards a column is a status somebody remembers to update. Here it is derived: a card owned by an agent is being worked, a card owned by a person is waiting on a decision. Moving a card and reassigning it are the same action, so the board cannot drift out of date.

Hand to

Working

8

An agent is on it

Needs a person

4

Waiting on a decision

Click a card, then choose who holds it. An agent starts working; a person means it waits for a decision.

  • 10.1A board per jobOrder exceptions, returns, chasing and listing quality can each have a board with its own routing.
  • 10.2Columns follow ownersAssign a card to Atlas and it moves to working. Assign it to Sam and it moves to needs-a-person. There is no third step where someone updates a label.
  • 10.3Agents and people, same boardAgents and people work from the same board, so outstanding work is visible in one place.
  • 10.4Templates for the common shapesCommon board templates arrive with routing in place and remain editable from the first minute.

The card

Everything the decision needs, attached

A card carries the item, the evidence gathered so far, the run history behind it and the reason it is where it is. Somebody picking one up cold should not have to go and find out what happened.

  • 10.5The evidence travelsA handoff includes the courier scans, order records and any draft the agent wrote.
  • 10.6Held cards say whyA card waiting on a person carries the reason — over the ceiling, irreversible, or an explicit rule — in the same place as the action itself.
  • 10.7History is per cardWhat was attempted, by whom, in what order, and what came back. Readable by anyone in the workspace, including viewers.
  • 10.8Lifting from a chatA message in team chat becomes a card in one action, and anything about money arrives held with the reason written on it.

Start with one agent and one job.