Coco Kanban — Documentation
Coco Kanban is a project and work management platform with AI built in. Plan work, run cycles, ship, and let AI do the busywork.
New here? Start with the Quickstart — your first project in ten minutes.
Get started
| Quickstart | Your first project, work items and cycle — in ten minutes. |
| Core concepts | Workspaces, projects, work items, cycles, modules — how it all fits together. |
| Getting set up | One-click managed setup, or self-hosting. |
| Features | The full tour of what Coco Kanban can do. |
| Pricing | The four plans and what's in each. |
The basics
| Projects | Creating projects, states, labels, settings. |
| Work items | Tasks, bugs and stories — properties, sub-items, comments. |
| Cycles | Time-boxed sprints and tracking progress. |
| Modules | Grouping work into deliverables. |
| Views & layouts | Board, list, spreadsheet, calendar, timeline — filter and save. |
| Pages | Documents and knowledge, next to your work. |
| Members & roles | Inviting people; what admins, members and guests can do. |
| Notifications | Your inbox and what triggers it. |
AI
| AI Agent | Ask questions and take action in plain language. |
| Proactive AI | What needs attention, before you ask. |
| AI Sprint Planner | Plan a cycle with AI help. |
| Duplicate Scanner | Catch duplicate work items as you create them. |
| AI Search | Natural-language questions about your workspace. |
| Command Center | Proactive AI, Sprint Planner and Digests in one place. |
| Connecting Claude & AI | Run Coco Kanban from Claude, Cursor or any MCP tool. |
Planning & delivery
| Reports | Analytics on cycles, throughput, states and people. |
| Goals & OKRs | Objectives and key results, tied to real work. |
| Time tracking | Log time and review timesheets. |
| Dependencies | Blocks and blocked-by relationships. |
| Custom fields | Your own fields on work items. |
| Workflow automation | When this happens, do that. |
Collaboration & sharing
| Teams | Organise people into teams. |
| Shared views | Share a saved view with specific people. |
| Publishing | Publish views and pages to public links. |
| Public roadmap | Show customers what's coming. |
| Intake forms | Turn public submissions into work items. |
| Scheduled digests | Recurring summaries to Slack or Teams. |
Speed & reuse
| Bulk operations | Change many work items at once. |
| Active cycles | Every running cycle, across every project. |
| Issue templates | Pre-filled work items for repeatable work. |
| Project templates | Start new projects from a blueprint. |
Integrations
| Integrations overview | What connects, and where to set it up. |
| GitHub & Bitbucket | Link work items to branches, commits and PRs. |
| Slack | Notifications and workflows in Slack. |
| Microsoft Teams | Notifications and workflows in Teams. |
| Import from Jira | Bring your projects, issues and epics across. |
Reference
| API | The REST API, authentication and examples. |
| Keyboard shortcuts | Work faster. |
| FAQ | Common questions, answered. |
| Troubleshooting | When something isn't working. |
We run it for you. You get your own dedicated, isolated instance — provisioned with one click. Upgrades, backups, security and scaling are handled, so there's nothing to install and nothing to maintain. Need it inside your own infrastructure instead? Talk to us.
Questions or a demo: cocolevio.com/contact