Operaciones · Feature

AI Kanban Boards: Drag the Cards, Let AI Move the Rest

Visual Kanban boards by team, project or area, with AI that suggests reorganizations, predicts which cards will slip and connects each card to its context in CRM, calendar and email.

Beginner 8 min read kanbantablerostarjetasproductividad visual
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Screenshot of the Kanban boards module in Pilot Desk
In 30 seconds
  • A Trello-style board: columns with cards you drag between them.
  • Each card is a task with an owner, date, priority and attachments.
  • When you move a card from 'To do' to 'Done', it also changes in the owner's Tasks list.
  • Ideal for small teams coordinating work visually.

What is a Board?

It's the Kanban format you probably already know: columns with a title (To do, In progress, In review, Done) and cards you drag between them. It's the same model as Trello, Notion boards or Jira boards.

Create a board

Click 'New board'. Give it a name and optionally a description. Pilot automatically creates 3 columns: To do, In progress, Done. You can edit them, add more or reorder them.

Create and edit cards

  • Click the '+' at the bottom of a column.
  • A short, clear title.
  • Optional: description, owner, due date, priority, labels, file attachments.
  • To open a card: click it → it expands with all the details.
  • To move it: drag with the mouse between columns.

Example: a marketing team

Example

You're on the marketing team and you manage Instagram posts with a Kanban.

  1. Columns: Ideas / In design / In review / Scheduled / Published.
  2. Each post is a card with a title, a tentative date and an image.
  3. The designer drags it from 'Ideas' to 'In design'.
  4. When she's done, she moves it to 'In review'.
  5. You review it and move it to 'Scheduled' with an exact date.
  6. After publishing, it goes to 'Published'.

The whole team sees the status of each post without status meetings. The tasks that get created also show up in each member's personal list.

Privacy and permissions

Boards have a member list. Only those people see them. To add someone: the 'Members' button at the top right of the board → invite.

How it connects with other modules

How it connects: Boards

TasksEach card with an owner appears in that person's task list. Daily PlanIf the card has a date, it also appears in Daily Plan. Project ChatIf the board belongs to a project, mentions on cards notify in the chat. NotificationsMoves on your cards or new comments let you know.

Tips

  • If you have more than 7 columns, consider whether they're all necessary.
  • Archive finished cards every so often — a Kanban with 200 cards in 'Done' can't be navigated.
  • Labels (with colors) > columns. If you use many columns for categories, better to have 4 columns + labels for the variants.
  • Assign an owner to every card. Without an owner, the card sits in limbo.

If something doesn't work

If something fails

I can't drag a card.

You're probably not a member of the board, or your role is read-only. Ask the board admin to grant you edit permissions.

The card doesn't appear in my Tasks list.

Check that you're set as the card's owner. Cards without an owner don't appear in any list.

Real use cases

AI project management

For teams that prefer Kanban to Gantt — with the same planning AI behind it.

Integrations that power this feature

Connect Pilot with the tools your team already uses. The AI orchestrates between them without you switching screens.

MondayMonday AsanaAsana TrelloTrello ClickUpClickUp Google CalendarGoogle Calendar

Industries where it shines

Technology

Cómo Pilot ayuda al sector technology.

Professional services

Cómo Pilot ayuda al sector professional services.

Manufacturing

Cómo Pilot ayuda al sector manufacturing.

Logistics

Cómo Pilot ayuda al sector logistics.

Frequently asked questions

Is it a real alternative to Trello?
Yes. You get boards, columns, cards with assignment, dates, labels, comments, file attachments and automations (when X happens, move to Y). Everything Trello does. Plus: the AI that suggests reorganizing, a connection to CRM/calendar/email, and competitive pricing.
How does it predict delays?
The AI looks at each person's historical pace (how long they take to move a card of a given type), the board's current load and the declared deadline. When a card has a greater than 70% chance of missing its deadline, it warns you 2-3 days ahead and suggests reassigning or reducing scope.
Does it migrate my boards from Trello/Monday/Asana?
Yes. We import from Trello, Monday, Asana, ClickUp and Jira. The migration preserves columns, cards, assignments, dates, labels and comments. Typical time: 30-60 minutes for a workspace of 500-1500 cards.
Can I connect cards to CRM clients?
Yes. Each card can have an associated CRM client. When you open it, you see the client's history (deals, conversations, invoices). Useful for support, customer success, agencies and professional services — the card isn't just 'do X,' it's 'do X for client Y, with all their context.'
Does it work on mobile?
Yes. Pilot's mobile app (iOS and Android) has a full-feature Kanban with drag and drop, comments, attachments and push notifications. Useful for teams in the field (field service, installations, events).

Is your current Kanban still alive, or does no one look at it anymore?

Book a 30-minute demo. We'll connect a test board (we'll migrate one from Trello or Asana if you want) and show you live how the AI detects delays and proposes reorganizing.

Request a demo