Tracy is a way to get an application for organizing work processes that suits your team without programming and significant expenses.
How It Works
In broad strokes:
- You describe your data (which fields you need for storing clients, orders, employees, etc.).
- Choose convenient interfaces for working with this data (Kanban board, Gantt chart, calendar, etc.).
- Specify who, under what conditions, and what information is available for viewing or editing.
- Add your colleagues and start using it.
For example, pizza delivery managers take orders from customers. Once an order is confirmed, it is necessary to schedule delivery time and preparation time for the kitchen, and assign a delivery person.
At the same time, chefs do not need all the information about the order. They only need to see what needs to be prepared and when, and mark the order as ready. Once the delivery person picks up the order, it should disappear for the chefs to avoid distractions and reduce the likelihood of errors.
Similarly, delivery persons should only see orders that are already scheduled and assigned to them. They also need to know the customer’s name, phone number, address, and delivery time.
Certainly, instead of orders, it can be anything else. The app is flexible (yet simple) to configure and is suitable for sales, project and task management, hiring, delivery, on-site or on-the-go services, manufacturing, customer support, and more.
For login, an email and a one-time password are used, eliminating the need to remember passwords:
During registration, you can choose one of the ready-made templates and then customize everything to fit your needs. For example, let’s choose “Project Management”:
Right after registration, the app will be ready to use. You will get a task database, each task having fields like this:
Various tools can be used to work with tasks, such as the Kanban board:
Gantt chart:
Calendar:
But the most important thing is that both the task card and the ways of working with them can be configured. You can also create an entirely new database for, let’s say, clients.
Configuration
Here’s how properties are added that need to be stored for each client:
This is how the states in which clients can be are determined (depending on the states, different fields can be displayed on the card and access can be controlled). Clients can be, for example, new, permanent, or lost:
And this is how the ways of interacting with clients are chosen (it may be convenient to analyze the sales funnel or see clients on the map to optimize logistics):
Finally, it is indicated who and what properties can be seen (depending on the role, the state the client is in, and whether the user is assigned to this client, for example, as a responsible manager):
Technical Details
Tracy is our own product. We designed and developed it entirely: the server application with a database and API, and the client application for Android, iOS, Windows, macOS, Linux, and the web.