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SmartBoard Features

How to Use Task Management Tools and Optimize Task Flows

Updated over 11 months ago

PONO.AI's SmartBoard is an innovative task management solution designed to streamline operations and enhance productivity. By organizing your tasks and projects through this AI-powered feature, you can efficiently manage workflows and focus on high-impact activities. This guide provides a thorough overview of the SmartBoard's capabilities and offers tips on optimizing task flows.

Understanding the SmartBoard

The SmartBoard serves as your centralized command center for task management, integrating roadmap projects with day-to-day operations. It allows you to visualize and organize tasks using various formats, ensuring clarity and efficiency in your workflow.

Step 1: Accessing the SmartBoard

  1. Log into PONO.AI:

    • Visit www.pono.ai and log in with your account credentials.

  2. Navigate to the SmartBoard:

    • From the main dashboard, click on the “SmartBoard” tab to access the task management interface.

Step 2: Setting Up Tasks

  1. Create Tasks and Projects:

    • Add tasks by clicking the “New Task” button. Input the task name, description, and any relevant details.

  2. Group Tasks into Projects:

    • Organize related tasks into projects for a cohesive workflow. This improves focus and facilitates team collaboration.

  3. Define Task Details:

    • Set due dates, priorities, and subtasks to ensure clear instructions and deadlines for each task.

Step 3: Using SmartBoard Layouts

  1. Kanban Boards:

    • Visualize tasks in a Kanban-style board for a clear progression from start to finish. Drag and drop tasks between columns to reflect status changes.

  2. List Views:

    • Use list views to see tasks in a detailed format, suitable for checking task properties and managing priorities.

  3. Calendar View:

    • View tasks on a calendar to maintain awareness of deadlines and plan around them efficiently.

Step 4: Optimizing Task Flows

  1. Prioritize Tasks with AI Assistance:

    • Utilize the AI-powered Task Assistant to prioritize tasks based on urgency and impact, helping you manage workload effectively.

  2. Track Progress and Adjust:

    • Monitor real-time updates and progress indicators to ensure tasks are on track, making necessary adjustments when needed.

Step 5: Enhancing Collaboration

  1. Assign Tasks to Team Members:

    • Delegate responsibilities by assigning tasks to team members. Include context and instructions for clarity.

  2. Facilitate Communication:

    • Use the SmartBoard for real-time updates and comments, ensuring everyone stays on the same page.

  3. Share Progress:

    • Keep stakeholders informed by sharing status updates and completed tasks, promoting transparency and accountability.

Maximizing SmartBoard Benefits

  • Integrate with Roadmaps:

    • Link your tasks with strategic roadmaps for a comprehensive approach to achieving business objectives.

Need More Help?

For additional assistance with leveraging the SmartBoard's full potential, explore our Help Center or reach out to PONO.AI’s customer support for expert guidance.

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