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Kanban for client work

Every priority and conversation on one board.

Plan client work, assign owners, decide what matters, discuss the details, and connect every task to its hours in TurtleTime.

Board · List · TimelineComments and activityTask-linked time

Shelly AI in Tides

From a rough task to a clear next step.

Use /ai inside the task editor to draft a brief or checklist. Select task content to improve the wording, summarise it or change the tone.

  • Polish task content. Turn rough instructions into something your team can act on.
  • Polish comments. Clean up an update before posting it, without leaving the conversation.
  • Ask Shelly in the sidebar. Work with your task, project and linked knowledge context while the board stays in view.
Tides · Task descriptionShelly AI/ai Outline the client handoverYOUR DRAFTship the portal fridayneed notes + checklistask who owns supportPOLISHED WITH SHELLYLaunch the portal on Friday.Prepare the handover notes.Assign a support owner.Ready to keep working

One connected workflow

From intake to done, context stays on the card.

Tides keeps planning, decisions, and discussion close to the task, so the board reflects how the project is actually moving.

Plan the project

Change the view, not the data.

Move between board, list, and timeline while every task keeps its project, client, owner, dates, and status.

Board

Move work through custom statuses

3 lanes

List

Sort and scan across projects

12 tasks

Timeline

See dates and dependencies

4 weeks

Explore a readable example board

Client portal launch

Acme Corp · 12 tasks

Backlog

3
T-138normal

Map the client onboarding flow

4 commentsTue
T-141high

Prepare launch checklist

2 commentsThu

In progress

2
T-142urgent

Build the billing settings page

8 commentsToday
T-145normal

Connect workspace notifications

3 commentsFri

Review

2
T-136high

Finalise responsive navigation

6 commentsToday
Drop the next task here
68% project progress
T-142 moved to In progress

Decide what matters

The next move is visible.

Priority, owner, status, and due date stay readable without opening the task.

Billing page blocked

Urgent

Today

Review launch checklist

High

Tomorrow

Update client notes

Normal

Friday

Work together

The decision stays on the task.

Descriptions, comments, mentions, files, and activity remain attached to the work they changed.

Sarah Kim

10:24

The client approved option B. @Jasper, can we move this to review?

Jasper F.

Updated the mobile states and attached the final spec.

billing-mobile-spec.pdf

Keep the context

A task is more than a title.

Client, project, owner, dates, tags, subtasks, relations, attachments, and activity stay together.

T-142

Build the billing settings page

urgent

Status

In progress

Owner

Jasper F.

Due date

Today

Estimate

4 hours

BillingFrontendClient launch
Connected toolsTidesClientClientProjectProjectTaskTaskShelly Bridge · match the records you want to connect

Integrations & Shelly Bridge

Your board belongs in the wider workflow.

Connect the tools your team already uses. Shelly Bridge gives you a place to review and match supported client, project and task records, while connected apps add useful context for Shelly AI.

Keep external work connected to the right project, then link Kraken knowledge and TurtleTime hours to the task.

Start with Tides

Tides + TurtleTime

Start in Tides. Return with the hours.

Open TurtleTime from the assigned task, run the timer there, and bring the logged time back to the same task and workspace.

Tides task

T-142 · Billing page

urgentAssigned to Jasper

Track with TurtleTime

01:42:18 running

Back on the task

2:15

Logged by Jasper today

Shared workspace ledger

Your next project

Make the next move obvious to everyone.