What this is
A shared board for Dirk and Kel to track all outstanding projects in one place. Both of you see the same live data โ any change one person makes (adding a project, dragging a card, ticking a stage) is saved immediately and visible to the other on refresh.
Its main job is calendar planning: every project carries a next action, hour estimates, and due dates, so Kel can see what needs time booked against it and how much.
Access is protected by a shared key, asked for once per browser. If you're ever locked out or see an empty board with a key prompt, re-enter the key.
The four columns
- Backlog โ committed to, but not started. The "what should we schedule next?" queue.
- In Progress โ actively being worked on now. Keep this column small.
- Waiting โ blocked on someone or something external (client reply, access, delivery). The next-action field should say what it's waiting for, so it can be chased or diarised.
- Done โ finished. Kept as a record; delete cards from here whenever you like.
Typical flow: Backlog โ In Progress โ Done, with Waiting as a side-pocket a card bounces through whenever it blocks. Drag a card to a column to change its status โ it saves automatically.
Projects
Click + New project to add one, or click any card to edit it. Each project has: name, client, owner (Dirk / Kel / Both), priority (high / medium / low), next action (the very next concrete step), due/target date, an hour estimate, notes โ and optionally a list of stages.
Badges on a card: high priority, owner, due date (turns red when overdue and not done), and ~8h estimate. The whole card gets a red tint when its due date has passed.
Stages (breaking a project down)
For bigger jobs, skip the single estimate and add stages in the edit modal โ each with its own hour estimate and due date. The card then shows progress like "1/4 stages done ยท 12h total" plus an 9h left badge. The hours-left number is the one to use for calendar blocking โ it shrinks as stages are completed.
Each stage has a status of its own:
- With project โ the stage lives inside the project card (the default).
- Backlog / In Progress / Waiting โ "breaks the stage off" onto the board as its own mini-card in that column marked with a blue left edge and the parent project's name. Useful when one part of a project is blocked while the rest moves โ e.g. the project sits in In Progress while one stage sits in Waiting.
- Done โ โ completed. Done stages never appear as board cards; they just count toward the parent's "n/m done" tally.
Stage cards drag between columns like any other card โ dragging one to Done ticks it off and folds it back into its parent project. Clicking a stage card opens the parent project's editor. Tip: in the stage list, Enter adds the next stage row.
Finding things
- Search matches project name, client, next action, notes, and stage names.
- Owner filter narrows the board to Dirk, Kel, or Both.
- โณ reloads the board to pick up the other person's changes.
- Column headers show a count of everything in the column (projects + broken-off stages).
Good habits
- Every card should always have a real next action โ if you can't write one, the card probably belongs in Waiting (with what it's waiting for) or needs a decision.
- Keep estimates honest and update them when they change; Kel plans off "hours left".
- When something blocks, move it to Waiting straight away rather than letting it sit in In Progress.
- Cards within a column sort by priority, then due date โ so priorities matter.