Task management
Task management in Librario bundles everything that happens around your publications and authority records (e.g. authors or editors): quality reviews, loan requests, error reports from colleagues, and general to-dos. The Kanban board shows what is open and who is assigned to it at all times, so librarians and admins 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, loan requests, 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 Our account → Manage 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, loan request, 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 assignee.
User roles and permissions
Administrators and librarians can be assigned to tasks and see every task on the Kanban board. Regular users see only their own loan requests and error reports there.
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 loan requests and recurring tasks once the team accepts the workflow.