Project Management

Boards, tasks, and workflows built for AI‑assisted delivery. Assign humans and agents, capture approvals, and automate the busywork.

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Project Management

Board and workflow, built for teams and AI

Organize every engagement with a fast, flexible board. Assign humans and AI, capture approvals, and keep work moving.

  • Kanban built for delivery

    Phases and swimlanes, drag‑and‑drop tasks, due dates, priorities, and attachments with progress tracking.

  • Multi‑party assignments

    Assign tasks to teammates, clients, and AI agents. Capture approvals and optional CSAT feedback.

  • Automation‑ready

    Trigger connected actions across email, calendar, e‑signature, CRM, and more using your integrations.

Features

Why OnboardFi project management

A fast, familiar board supercharged by AI—assign agents, automate steps, and keep work moving.

Boards built for delivery

Phases, swimlanes, subtasks, due dates, and dependencies with real‑time progress.

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Automation‑ready workflows

Trigger email, calendar, e‑signature, CRM/PM updates, and webhooks from each step.

See how automation works

New to OnboardFi? Try it first

Start by creating a free account to get a feel for the platform.