Time & invoicesChatBoardsDocs

Work moves through four columns.

Not a project management system. Four columns, a ticket per piece of work, and enough structure that a month of it stays readable.

01Four columns, no moreBacklog, in progress, review, done. Drag it across.
02Tickets carry their notesPicking up someone else’s work does not start with a call.
03Archive the monthOne action closes it out, so the board is this month, not this year.
How it goes
01

Backlog, in progress, review, done

Drag it across. Assign it to a person and a project, which is what makes it appear on their day and on the client invoice.

Northwind board23 open
Backlog11
In progress6
Review4
Done this month2
Filter to one person to see just their week.
02

Every ticket carries its own notes

A description, the decisions made on it, and the thread it came from. Picking up someone else’s work does not start with a call.

NW-112 · Invoice PDF exportIn progress
ProjectNorthwind
AssignedJun Alvarez
Notes4
Due19 Sep
Time logged against a ticket rolls up to its project.
03

Archive the month

When the month closes, the done column archives in one action. The board reads like this month’s work rather than a year of it.

August · archivedClosed
Tickets closed38
Hours logged412
Invoiced$31,880
Archived months stay searchable and reportable.
In detail

Four columns, deliberately

Backlog, in progress, review, done. No custom workflow builder, no sub-states, no swimlane configuration. The constraint is the feature: four columns stay legible when four people are looking at them for the first time.

Tickets carry their work

A description, notes, attachments and recordings on the ticket itself, so picking up someone else’s work does not start with a call. Time logged from a board card attaches to the ticket, which is how estimates and actuals eventually line up.

  • Assignee, project, due date, notes
  • Attachments and recordings on the ticket
  • Clock in from the card
  • Workspace-wide board with a filtered view per channel

Closing the month

One action archives what is done, so the board is this month rather than this year. Archived tickets stay searchable and stay attached to the hours logged against them.