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Tasks settings

Tasks settings Tasks settings apply to the whole workspace, not to one board. Admins can change them. Everyone else can read them. Tasks comes with the Kipwise Premium and Branded plans, and with the Kipwise Agent while its trial or paid plan is active. Installing the Agent puts a workspace that is not on Premium or Branded onto Premium. On another plan, a team admin can turn Tasks on by upgrading to Premium in Settings > Plans & Billing. Admins find the Tasks settings in Tasks. Questions about your plan? Contact [email protected]. Open Tasks settings Click Tasks in the left bar. Under Workspace in the side menu, click Tasks settings. The top card says Tasks is on for this workspace and "Switched on by Kipwise." You cannot switch Tasks on or off here. It comes with your plan, as the note above says. Change a setting Change one or more settings below. Click Save. The app shows "Changes saved." If you are not an admin, the settings are read-only and there is no Save button. Who can create boards Choose Everyone, Admins or Nobody. Boards are created by asking Kipwise Agent in Slack, and this setting decides who it will create them for. Choose Nobody to stop new boards. Steps running at the same time Pick a number from 1 to 5. It counts steps across all boards. A higher number finishes work faster and spends credits faster. Cards that have to wait show Next in line until a slot is free. Monthly limit for all boards Enter an amount in credits, such as 250 or 12.5. 1 credit is $1 of AI usage. When the limit is reached, every board pauses until the 1st of the next month. Leave the box empty for no limit. A paused board shows a Paused label and makes no new cards. See Tasks: suggested changes, rules and history for what paused boards look like. Apply suggested changes on their own Off by default. Tick the box and the agent applies a suggested change without waiting for a decision, but only when the change does not undo an earlier decision. Changes that could undo one still wait for a person. A board owner or admin can revert any applied change from the board's Suggested changes or History tab.

Last updated: 2 hours ago

Tasks: boards and cards

Tasks: boards and cards Tasks is where Kipwise Agent works through a list of jobs with your team. A board is one process, such as refund requests or bug triage. Each job on the board is a card. The card moves through the board's steps. The agent does some steps, and people do or approve the others. Tasks comes with the Kipwise Premium and Branded plans, and with the Kipwise Agent while its trial or paid plan is active. Installing the Agent puts a workspace that is not on Premium or Branded onto Premium. On another plan, a team admin can turn Tasks on by upgrading to Premium in Settings > Plans & Billing. Admins find the Tasks settings in Tasks. Questions about your plan? Contact [email protected]. Open Tasks Click Tasks in the left bar. The side menu has: Waiting for you: cards that need your approval or your hands. Stuck: cards that stopped. Boards: the active and paused boards in your workspace. A paused board has a Paused label. Archived boards are not listed. Tasks settings: workspace settings for admins. See Tasks settings. Everyone in the workspace can see the boards and their cards. Create a board You create a board by asking Kipwise Agent in Slack, for example "set up a board for refund requests". There is no editor for boards in the web app. Who may create boards is set in Tasks settings. Read a board Click a board in the side menu. The Board tab shows one lane for each step, from left to right. Under each lane name you see who does the step: The agent does it. Below that you may see Then it waits for approval from and the names of the approvers, or Then an automatic check decides. Done by and a name: a person does the step. Closed cards: the last lane, Done. Finished, rejected, cancelled and expired cards end up here. The number next to a lane name is how many cards it holds. A lane shows the newest 100 cards. Every card shows one label for its state: Next in line: it starts when a run slot is free. Working: the agent is doing the step now. Waiting for your approval or Waiting for approval: a person has to approve the step. You see "your" when it is you. Waiting for you to do it or Waiting for someone to do it: a person has to do the step. Stuck: the step stopped. The card says why, for example that the step ran out of time or that there are no credits left. Done, Rejected, Cancelled or Expired: the card is closed. A card with a dark outline is waiting for you. Add a card On an active board, click the + next to a step's name. Type what the card is about. Click Create card. Anyone can add a card. You cannot add one to a paused board or to the Done lane. Open a card Click a card. The panel shows: Its state, and the credits it has used so far. What to do next, for example Open in Slack for a card that waits for approval. Fields: the details the board collects. Click Edit title and fields to change the title or the text fields, then Save. If someone else changed the card while you were typing, it reloads and keeps your edits, so check them and save again. Links: the ticket, pull request or page the card came from or made. History: what happened, newest first, with the agent's short notes. Type in the box and click Add to leave a comment for the team and the agent. Move a card Board owners and admins can move cards. Everyone else sees "Owners and admins can move cards." To run a step again, drag the card onto any step except Done. The card goes back or ahead and runs from that step. You can also use the ... menu at the top right of the card panel: Move to the next step: not offered while the card waits for approval. Run a step again: choose the step under Run it again from, then click Run again. A closed card is reopened this way. Close card: type why you are closing it and click Close card. The card goes to Done as cancelled. Board owners, admins and the person the card waits for can close it. A card that is Working cannot be moved or closed. Wait until the step ends. Approve a card Approvals and Done buttons live in Slack, not in the web app. Open a card that waits for you. The panel says who decides and since when, and it gives you two ways to continue: Open in Slack opens the card's thread, where you approve or reject it. Send me the buttons in Slack makes Kipwise Agent send you a direct message with the buttons for every card that waits for you. You can ask for it once a minute. If the card waits for someone else, the panel names them and says they decide from the buttons in Slack or in their email. To make a card wait for your approval too, open it while it is Next in line or Working. Under Needs my approval ("Before it moves past" the step), click Ask for my approval. The card then also waits for you before it moves past that step. Waiting for you Click Waiting for you to see every card across all boards that needs you, with the one that has waited longest first. Each row has Open in Slack and Open card. Send me the buttons in Slack is at the top right. Stuck Click Stuck to see every card that stopped, with its board, its step and why it stopped. Click Open card to read its history. Board owners and admins can click Retry to run the step again, or close the card. Everyone else can open a card but not retry it. The lists refresh by themselves every minute, and a board every 10 seconds while a card is working. If you cannot open Tasks If Tasks is not in the left bar, your workspace does not have Tasks yet. See the note at the top of this article. If you see You can't use Tasks here, ask a workspace admin if Tasks is switched on for you.

Last updated: 2 hours ago

Tasks: suggested changes, rules and history

Tasks: suggested changes, rules and history Every board has four tabs: Board, Suggested changes, Rules and History. This article covers the last three, and how to pause, resume or archive a board. For the Board tab, see Tasks: boards and cards. Tasks comes with the Kipwise Premium and Branded plans, and with the Kipwise Agent while its trial or paid plan is active. Installing the Agent puts a workspace that is not on Premium or Branded onto Premium. On another plan, a team admin can turn Tasks on by upgrading to Premium in Settings > Plans & Billing. Admins find the Tasks settings in Tasks. Questions about your plan? Contact [email protected]. Suggested changes When someone rejects a card and says what should change, the agent drafts a change to the board's steps. The draft appears on the Suggested changes tab. The tab shows how many are waiting for a decision, for example Suggested changes (1). Each change shows: A title such as Change after "Refund: Noah Fischer, late request", which names the card that was rejected, and a short summary. A state: Being drafted, Needs a decision, Approved, Applied, Declined, Replaced or Failed. What changes, step by step. The old text is struck through in red and the new text is in green. Warnings, when they apply. It could undo an earlier decision names the rule it would undo. An approved card ... would not pass the new check names an approved card that the new wording would turn down. Decide on a change Only the person the agent sent the suggestion to can decide it. Admins cannot decide for them. Everyone else sees who decides, and that they decide from the buttons in Slack. If it is you, choose one: Approve: the change is applied to the board. If it could undo an earlier decision, the app asks "This could undo an earlier decision. Approve it anyway?" Click Approve anyway to continue. Ask for a different change: write what the agent should do instead under What should it do instead? and click Ask the agent. The agent drafts a new suggestion. Decline: nothing changes. Undo an applied change A board owner or admin sees Revert on a change that was applied, as long as it is still the board's latest version. Click it to go back to the version before it. You can let Kipwise Agent apply suggested changes without asking. See Tasks settings. Rules Open the Rules tab to see the rules the board follows. Every step reads them before it works. Each rule has a label: Rule: someone added it here. Feedback: it came from a rejection. Approved change: it came from a suggested change you approved. A rule also shows which steps it applies to (All steps or step names), who made it and when. A retired rule is dimmed and marked "retired". To add a rule: Type it in the box, for example "Always link the pricing page." A rule can be up to 1,000 characters. Choose All steps, or one step. Click Add. Anyone can add a rule. Board owners and admins click Retire next to a rule to stop the board following it. History The History tab has two lists. What started cards shows each time something tried to start a card, and what happened: When: how long ago. From: what sent it, for example "When Kipwise Support sends an event" or "On a schedule". Result: Card created, Didn't match, Already a card, Over the hourly limit, Board paused or Failed. Reason: a short sentence, for example "The ticket is not a billing issue." Versions lists every version of the board with how it was made (Edited, Approved change, Applied change, Revert or Copy), who approved it and when. Board owners and admins see Revert next to every version except the current one. Click it to go back to that version. Pause, resume or archive a board Board owners and admins can open the ... menu at the top right of the board: Pause the board: the board makes no new cards. A banner says "The board is paused." and the board has a Paused label in the side menu. Turn it back on: click it in the menu or in the banner. Archive: click Archive, then click Archive again under "Archive the board and stop its cards for good?" You go back to Tasks, and the board is no longer listed. All boards also pause by themselves when the monthly credit limit for Tasks is reached. They stay paused until the 1st of the next month. See Tasks settings.

Last updated: 2 hours ago