Dashboards – where we can surface the most important tasks/requests that need immediate attention
- Onboarding Client Facing
- Onboarding Admin
- Admin System
Implementations – current client and team implementation boards
Client Clean-up – tracking the standardization of our installations across clients
PH Platform Dev – are ongoing development process
- Current Development (Current Dev)
Focused on active work. These are tasks or features currently being developed by the team. Progress is tracked closely, and completion moves items to the next stage. - Testing and Deployment
Covers items that have completed development and are undergoing testing to ensure functionality, quality, and alignment with requirements. This stage also includes tracking deployment to staging or production environments. - Ready for Review
Tasks or features that are nearly complete and awaiting final review or approval. Once validated, they move into Current Development for finalization or Testing and Deployment. - Roadmap / Ideation
A repository for all incoming ideas, feature requests, or enhancements. Items in this stage are prioritized, evaluated for feasibility, and scheduled for development based on strategic goals.
Internal – Internal Projects
- Calendar
- Client Success (Peter)
- Quality Assurance (Priya)
- Design/Graphics (Ahmad)
- Support, Billing & Sales
- WordPress Sites
- Support Site
- Security
Templates – application and resident portal onboarding templates
Status
We use Status to indicate who is currently working on the task. For example, if the Status is updated to Franklin’s Court, it is now up to Franklin to take it to the next step in the process. When a task is complete we set to ready for review.