Task management
Task management in Librario bundles everything that happens around your publications and authority records (e.g. authors or editors): quality reviews, hard-copy orders for lending items, error reports from colleagues, and general to-dos. The Kanban board shows what is open and who owns it at all times, so library staff do not need a separate spreadsheet or ticket tool.
Basic features and advanced task management
Task management comes in two tiers:
- Basic features (included in most plans): the four-column Kanban board, generic tasks, hard-copy orders for lending items, error reports from colleagues, plus automatically detected duplicates, data quality summaries, and failed-import notices.
- Advanced task management (add-on available in some plans): quality reviews with automatic task creation after each import, recurring tasks (stocktake, cataloguing new journal issues, DIN standards maintenance), and due-date reminders.
To check which tier is enabled for your account, go to Account → Subscription.
Where to start
The Kanban board
How the four columns Open, In Progress, In Review, and Done work, what a task card shows, and how to filter, search, or switch to a list view.
Task types
Quality review, hard-copy order, error report, and generic tasks — when to pick which type and what the typical flow looks like.
Recurring tasks
Define routines once and let Librario create the concrete tasks at the right time — with a frequency, due window, and owner.
Roles and permissions
Administrators and librarians can be assigned to tasks and use the Kanban board. Regular users only see their own hard-copy orders and error reports.
Start small
You do not need to enable every task type at once. Begin with quality reviews on new imports — the most common case — and add hard-copy orders and recurring tasks once the team accepts the workflow.