Getting Started with Boards

Boards bring Kanban-style task management directly into Optiverse. Every task traces back to the meeting conversation where it originated, giving you a built-in system for tracking follow-ups without switching tools.

Creating a Board

1. Navigate to the Boards page from the sidebar
2. Click New Board
3. Give it a descriptive name (e.g., "Sales Follow-ups", "Project Alpha", "Engineering Tasks")
4. Your board is ready with default columns

[Screenshot: Boards page showing the New Board button and existing boards]

Board Structure

Each board uses a Kanban layout with customizable columns:

You can customize columns to match your team's workflow (e.g., add "Blocked", "In Review", or "Waiting").

[Screenshot: A board with multiple columns and task cards]

Adding Tasks from Meetings

The core advantage of Boards is the direct connection between tasks and meetings:

1. Open any recording page
2. Find an action item in the meeting output
3. Click the action item
4. Optiverse generates an AI-powered task description automatically
5. Assign the task to a board
6. Assign it to a team member
7. The task is created with a link back to the source meeting

[Screenshot: Action item on a recording page being expanded into a task with board assignment]

Task Properties

Each task includes:

• Description, AI-generated from the meeting context, editable
• Assignee, a team member in your workspace
• Due date, set manually or extracted from the conversation
• Status, determined by which column the task is in
• Source meeting, linked reference to the originating recording

Sharing and Collaboration

Share boards with specific colleagues in your workspace for collaborative tracking:

• Team members can view and move tasks
• Everyone sees the same real-time board state
• Tasks assigned to someone appear on their view regardless of who created them

[Screenshot: Board sharing dialog showing team member selection]

When to Use Boards vs. External Tools

Use Optiverse Boards when:

• You don't have a separate task management tool
• You want tasks directly connected to meeting context
• Your team prefers a lightweight, integrated solution

Use external integrations when:

• You already use Jira, Asana, Monday.com, or similar tools
• Your project management workflows are complex and established
• You need features beyond basic Kanban (sprints, epics, dependencies)

What's Coming

• Desktop app integration, create tasks from anywhere with a single click, without needing to open the full Optiverse app