Work tracking
ProSee whether a release is ready, scan every project, move cards across a board and clear a queue of approvals.
Release readiness
Release 3.2.0
3 of 7 done. 3 required checks are in the way, 1 failing.
Automated
- Unit and component tests1,284 passed
- Accessibility audit2 contrast issues on the dark theme
- Production buildBundle 4% smaller
Manual
- Release notes reviewedRavi Patel
- Migration guide publishedMaya Chen
- Support team briefedKofi Mensah
- Social posts scheduledoptional
Projects
5 of 5 projects
Planning
1In progress
2At risk
1Done
1Sprint board
Drag a card, or focus it and press Space, move with the arrow keys, then Space again. “In progress” has a limit of two.
To do
3- Write the migration guidemediumdocs
- Audit focus rings on dark themehigha11y
- Add keyboard shortcuts page
In progress
2/2- Virtualise the orders tablehighperf
- Refresh the pricing page
In review
1- Billing: usage forecastbilling
Done
1- Set up visual regression tests
Approvals
- Annual design tool licencesIngrid Solberg · Purchase · 2 hours ago$14,400
- Production database access for contractorTomás Rivera · Access · YesterdayOverdue
- Conference travel, LisbonMaya Chen · Expense · Yesterday$2,180Due soon
- Raise the API rate limit for AcmeKofi Mensah · Change · 3 days ago
Annual design tool licences
Ingrid Solberg · Purchase · 2 hours ago
Renewal for 24 seats at the same rate as last year. Finance has confirmed budget.
Amount $14,400
Page appearance
Components #
Each component has its own page with a focused preview, installation, usage and API.
- Crm pipelineA pipeline that says what the quarter will bring: totals and weighted values per stage, a forecast against quota, overdue dates flagged, drag or Alt-arrows between stages and a record for each deal.
- Crm homeWhere the day starts: tasks due now, the quarter against quota, deals closing within 30 days, people going quiet and the latest activity, each a click from its record.
- Crm contactsEveryone you sell to in one list: filter by relationship and owner, see who is going cold, select several to reassign or move on, and add people with a checked form.
- Crm companiesThe accounts you sell to and look after: what each pays, what is open in the pipeline, the people you know there, and health and renewals that need a conversation soon.
- Crm recordOne person or company on a page: the relationship at a glance, one timeline you add calls and notes to, details you edit in place, their deals, the people around them and what is owed next.
- Crm tasksThe follow-ups that keep deals moving: overdue first, then today, the next seven days and later, each tied to a person or company, ticked off with an undo and added in one line.
- Crm reportsHow the team sells, from the deals themselves: win rate, deal size and sales cycle for a period, the pipeline by stage, where deals drop out, the next three months' forecast and the same per owner.
- Crm suiteA complete CRM in one frame: a home for the day, pipeline, contacts, companies, tasks and reports, a page for every person and company, and ⌘K to jump to any of them. One data value drives it all.
- Release checklistA checklist of release steps with owners and status.
- Project boardColumns of work with progress.
- Kanban boardDrag cards between columns with limits.
- Approval queueRequests waiting for a decision.
- Gantt chartA project plan on a time axis: grouped tasks, milestones, dependency arrows, the critical path, late dependencies flagged, and bars you drag or move with Alt and the arrows while dependent tasks follow.
- Block editorA document made of blocks: text, headings, lists, to-dos, quotes, code, callouts and dividers, with a / menu, markdown shortcuts, Enter and Backspace that split and join, and blocks you drag or move with Alt+Shift+arrows.