Table of Content

Features

Spaces

Spaces is Agently's built-in Kanban-based project management tool. Unlike standalone project management apps, Spaces is directly integrated with your AI workforce — agents can create tasks, set up boards, and track progress as part of their workflows. The hierarchy of Space → Folders → Boards → Columns → Tasks gives you flexible organization, from simple to-do lists to complex multi-project portfolios.

What Are Spaces in Agently?

A Space is a container for related work. Inside each Space, you organize work using Folders and Kanban boards with customizable columns. Tasks flow across those boards as work progresses.

The hierarchy is: Space → Folders → Boards → Columns → Tasks

Think of Spaces as a lightweight project management tool embedded directly where your AI workforce operates. No switching between apps — when an agent creates a task, it shows up right here.

How Do I Create a Space?

  1. Click Spaces in the sidebar

  2. Click Create Space

  3. Name your Space (e.g., "Sales Pipeline," "Content Calendar," "Product Development")

Each workspace can have multiple Spaces for different projects, teams, or workflows.

How Do Folders Work in Spaces?

Inside a Space, create Folders to group related boards together. For example:

  • By team: "Engineering," "Marketing," "Sales"

  • By project: "Q2 Launch," "Website Redesign," "Customer Onboarding"

  • By quarter: "Q1 2026," "Q2 2026"

Folders sit between Spaces and Boards in the hierarchy, giving you an extra level of organization as your workspace scales.

How Do I Set Up Kanban Boards?

Inside a Space or Folder, create Kanban boards. Each board has columns that represent stages of your workflow.

Default Columns

When you create a board, you start with default columns you can customize:

  • To Do — Work that hasn't started

  • In Progress — Work currently being done

  • Done — Completed work

Custom Column Examples

Sales Pipeline:
Lead → Contacted → Demo Scheduled → Proposal Sent → Negotiation → Closed Won / Closed Lost

Content Production:
Ideas → Writing → Review → Design → Published

Support Queue:
New → Triaged → In Progress → Waiting on Customer → Resolved

How Do Tasks Work?

Tasks are the individual units of work on your boards.

How Do I Create a Task?

Click Add Task in any column, or ask an agent to create one for you. Each task can include:

  • Title — What needs to be done

  • Description — Details, context, and requirements

  • Assignee — Who's responsible (team members)

  • Due Date — When it should be completed

  • Priority — Low, Medium, High, or Urgent

  • Labels — Custom tags for categorization (e.g., "Bug," "Feature," "Client A")

How Do I Move Tasks?

Drag and drop tasks between columns to update their status. This visual flow makes it easy to see where everything stands at a glance.

What's in the Task Detail View?

Click on any task to open its detail view, where you can:

  • Edit all fields

  • Add comments for discussion

  • Attach files

  • View history

How Do AI Agents Use Spaces?

This is where Spaces becomes powerful. Your AI agents can interact with your boards directly:

Creating tasks:
"Apex, create a follow-up task for the Acme Corp deal — due next Friday, high priority"

Organizing work:
"Nova, set up a project board for our Q2 launch with columns for Planning, Design, Development, Testing, and Launch"

Tracking progress:
"Nova, what tasks are overdue on the Product Development board?"

When agents create tasks, they appear on your boards just like any task you'd create manually. Your team can then see, update, and manage them.

Tips for Effective Spaces

  1. Match columns to your actual workflow — Don't overthink it. Start with how you already work and adjust

  2. Use priorities consistently — Agree on what High vs Urgent means for your team

  3. Let agents create tasks — When chatting about action items, ask agents to create tasks directly so nothing gets lost

  4. Review boards regularly — A quick scan shows what's stuck, what's done, and what needs attention

  5. Use labels for cross-cutting concerns — Labels let you filter and find tasks across boards (e.g., all tasks labeled "Client A" regardless of which board)

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