How to use NOAN's project management features

NOAN’s project management system is designed to be the backbone of your workflow—combining a powerful Kanban board with an AI assistant that understands your business. Here’s how to get the most out of it.

1. Navigating Your Priorities

• Where to Find:
  On the right side of your NOAN workspace, you’ll see your priorities widget.  
• What It Does:
  Highlights overdue and upcoming tasks (e.g., tasks in red are overdue).
• Assistant Integration:
  The assistant knows your priorities and can surface them on demand.

2. Exploring the Task Board (Kanban View)

• Access:
  Click into the Task Board for a classic Kanban experience.
• Manual or AI-Driven:  
  • Add tasks manually with “Add Task.”
  • Or, ask the assistant to create tasks for you.
• Drag & Drop:
  Move tasks between columns (Backlog, In Progress, Done) to reflect real progress.

3. Creating and Managing Tasks

• Task Details:  
  • Set a title and description.
  • Assign a due date.
  • Add tags (e.g., “Customer Success”—create new tags on the fly).
  • Assign team members.
• Assistant-Created Tasks:
  The assistant can generate tasks with all details included—just ask.

4. The Power of Tags

• Why Tags Matter:
  Tags let you filter and “cut” your board by department or function (e.g., Marketing, Customer Success).
• Single Board, Multiple Views:
  No need for multiple boards—just filter by tag to see what matters to you.

5. Letting the Assistant Do the Heavy Lifting

• Natural Language Commands:  
  • Ask, “What are my priorities today?” to get a list of urgent tasks.
  • Instruct, “Add a new task to onboard customer David Smith, due Friday, assign Daniel, tag Customer Success, status In Progress.”
• Task Updates:  
  • Mark tasks as complete by telling the assistant, “Mark this task as completed and move to done.”
• Bulk Actions:  
  • Upload notes or documents and ask the assistant to turn them into tasks—split or merge as needed.

6. Advanced Tips

• Assistant as a Team Member:
  Treat the assistant like a smart employee—give clear, structured instructions using the language of the app.
• Automate from Notes:
  After a call, ask the assistant to review memos and create tasks automatically.
• Flexible Task Creation:
  The assistant can handle single or multiple tasks, adapting to your workflow.

7. Why NOAN’s Approach Is Different

• Unified Board:
  One Kanban board for your whole business—no more juggling multiple boards.
• AI-Native:
  The assistant understands, updates, and manages tasks for you.
• Seamless Collaboration:
  Assign tasks, filter by tags, and keep everyone aligned—whether solo or with a team.

With NOAN, project management becomes conversational, flexible, and deeply integrated with your business knowledge. Start by talking to your assistant - soon, you’ll be running your entire workflow with natural language.

Ready to try?
Jump into your NOAN workspace and ask the assistant:
“What are my priorities today?”
Or, “Create a new task for onboarding a customer, due Friday, assign Daniel, tag Customer Success.

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