The small job not worth a card
Opening a kanban card for a five-minute task is more work than the task. Written on a
pad instead, it is gone by Thursday.
Internal system for SMEs
Tasks, reminders, notes
Not every piece of work deserves a kanban card, and the small things are exactly what disappear. A to-do list of your own, reminders attached to the record they concern, and notes you can write in one line, all in the same system as the rest of the work.
What it actually solves
The reminder that reaches nobody
An important call-back is noted in one person's own calendar. If they are out that
day, there is nothing for anyone else to pick up.
The quick thought that gets lost
A detail comes up mid-call that should be written down straight away, and there is
nowhere to put it that anyone will find again.
Not every piece of work becomes a project
The to-do list is yours. It holds the things that do not justify opening a card, but that disappear if they only ever land on a sticky note. Other people's tasks do not mix into it.
One line of typing, even mid-call
Adding a to-do does not require picking a project, naming an owner and justifying a
deadline. That is exactly why the small things get written down instead of
evaporating at the end of the call.
Done items move out of the way, not out of reach
A completed to-do leaves the list but stays retrievable. The list always shows what
is left, not what you finished last week.
A star for what matters today
Mark the important ones. At the end of the day you do not have to read thirty lines
to work out which of them genuinely could not wait.
A deadline that has an owner
A reminder can sit on a customer, a task, a ticket, or on nothing at all. It belongs to the record, not to the person who set it, so it still exists on the day that person is not in.
Email, in the app, or both
You decide where it reaches you. People who are not in the system all day want an
email, and that works too. This is the sort of detail that decides whether a team
uses a system at all.
A note on the reminder
You see not only that it is due, but why. Two weeks later that is the difference
between calling the customer and first working out what you wanted from them.
You can set one for a colleague
A reminder does not have to be for the person who created it. Set it for whoever is
covering, and the work survives somebody being away.
Too small for a wiki page, too important to lose
A note is the half sentence that today ends up on a sticky note or in a message you send to yourself: the number the client actually answers on, what you promised for next week's call, which setting had to be changed last year. Notes are quick to write, can be formatted and take file attachments, without opening a second application.
Private or shared, note by note
You do not have to decide up front whether something is personal or company
business. You set it per note, and you can change it later when it turns out
somebody else needs it.
The waiting room for the wiki
Three related notes are usually a knowledge base article waiting to be written. Until
then they are at least not in your head and not on paper under the monitor.
Where the work already is
Not a separate app and not a separate login. The same place the task and the customer
live, so there is no moment of wondering where this is supposed to go.
Small things that still deserve a place
Most systems are either too heavy for a five-minute task or ignore that kind of work entirely. What was needed is something light and immediately at hand that still lives in the same system as the bigger work.
3
kinds of record in one place
~30 min
automated setup
0
separate note-taking subscription
Not three separate tools
These three connect to the rest of the system rather than sitting next to it:
- Your to-dos do not mix with the team's tasks, and they still live in the same system.
- Reminders attach to the customer, the task or the ticket they are about.
- A note can be turned into a full knowledge base article in one step.
- All three reach the same files and the same contacts as everything else.
What is personal stays personal
You set visibility per module:
- Your to-do list is yours by default.
- Reminders reach the owner and the colleagues assigned to them.
- For notes, a single switch decides between private and shared with the team.
Quick capture instead of project planning
There is no forecasting, no dependency handling and no approval step in any of these three. That is what the kanban board is for.
To-dos, reminders and notes exist for fast capture of small things, not for planning large projects.
What people usually ask at this point
These are not our questions, they are the ones we get most often. None of the answers is that you will get used to it.
“Do we need training?”
There is a manual and a step-by-step walkthrough inside the app, so people find their
own way in. No lengthy training days.
“What does it cost to start?”
Automated setup takes about half an hour. There is no implementation fee and no
compulsory consulting cost.
“How flexible is the trial?”
During the trial you work with your own to-dos and notes, with full functionality. If
it is not what you were looking for, you cancel it like a streaming subscription.
Ask for it, and you may not have to pay
If a reminder type or a view is missing, write to us. If roughly three quarters of our customers would use it too, we build it for free and everyone gets it. What is specific to you gets built under a separate agreement.
The demo is for looking, the trial is for deciding
They are not the same thing, and it matters which one you start with. To look around and get a feel for the screens, the demo is the better choice; to actually decide, you want the trial.
The demo
A shared environment anyone can open, with no sign-up. It runs on the full data of a
made-up company, so you see customer records, histories and tickets with things
actually in them rather than empty lists. Some administrative functions are switched
off, and every night it resets to its base state: whatever you create there is gone
by morning.
The trial
Your own instance, with full functionality and your own customer data. This is where
it shows whether the software fits the way you work. If you decide it does not, you
cancel it like a streaming subscription, with nothing to settle.