A direct chat. It remembers the whole conversation and sees your projects, tasks and reminders. Saved together with everything else.
Business correspondence. Describe the situation and I will put together a polished letter in the right language and tone.
Short messages for chats and quick emails. Lively and to the point.
Every project in one line: status, current stage, deadline. Click to open the editor, mark closed stages and the export. Hold removes a project from reminders.
No holds. While a hold is active the deadline moves forward and contract working days are not burned.
Deadline pushed by + days due to holds.
A simple list: write a task down, come back later, tick off what is closed. You can add them as text, one line per task.
Paste or dictate text, one line per item (for example «3807 - remind them, they said they would check and went quiet»). Claude will make a separate task from each line, as written.
| Task | ||
|---|---|---|
| No tasks yet. | ||
The plan by people and days. Cell colour = complexity: green easy, yellow medium, red high. Click a cell for the task and the delivery day. A task can be dragged to another day or another person: that person's following tasks shift along, and the changes go to Odoo. An orange bar on the left means several tasks that day.
Column order always follows the role: designers, concept architects, architects, finishing managers, others, PM. Drag ⠿ to reorder within your own group. Change the role and the person moves to another group.
Pulls the department's people from Odoo (name, job title) and links them to Odoo users, after which tasks from the cells can be sent to Odoo. It does not duplicate existing people, does not delete anyone, and the schedule is kept.
| Date | Add people with the People button | |
|---|---|---|
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DLV
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Plan weeks ahead (1, 2 or a month), page through with Prev/Next. Excel is exported with the button above.
The team's projects in one list: current stage with its deadline, progress, status. Planned hours are entered per stage, not for the whole project: open a row with the arrow. You see plan, spent and remaining, and the collapsed row shows the total for the project. Hours go straight to Odoo.
| Code | Project | Current stage · deadline | % | Status | Plan · spent · remaining | ||
|---|---|---|---|---|---|---|---|
| — all stages closed — | stages ▸ | ||||||
|
The project has no milestones and no top-level tasks. Project stages · hours are written to the stage container task in Odoo
closed
no container task, nowhere to enter hours
IDTaskPlan
SpentRemaining
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How many hours each person logged in the Odoo timesheet, by weeks of the month. Red means no time was logged. The period is the same month as in the Workload tab.
| PERSON | TOTAL | |
|---|---|---|
Each task has its own deadline, its own stage and its own task in Odoo. Several tasks in a day split the cell evenly, the row height does not change.
↳ ·
The deadline applies to the selected task; a neighbouring task may have its own. The task fills every day from the open one to the deadline, and the delivery day gets a DELIVERY badge. For a one-day task leave the deadline empty. Saturday and Sunday are never included in a range. A weekend task can only be set by hand, by opening that day, and that is for overtime.
If the person delivered late, enter by how many days. It shows red in the schedule and lands in the monthly summary (Load).
The settings below apply to the selected task:
code not found among projects
No code, or the project is not in the system? Pick it by hand:
nothing found
selected:
this project has no milestones in Odoo, the task will go without one
The project comes from the code in the title, the assignee from the person's card, the dates from the open day and the delivery date. The task is created in the project and linked to the chosen milestone.
One button: tasks land in the schedule and go straight to Odoo if the task has a project and a stage. Existing ones are updated, no duplicates appear.
↳
shift by d. · the assignee changes
These will move too tasks :
·
·
What we doWhile «End» is empty the hold is active and pushes the deadline one day forward every day, so contract working days are not burned.
Expected payments: add the invoices you issued, tick them off when received. The longer a payment is missing, the brighter the highlight: yellow from one week, red from two.
Paste or dictate text about issued invoices, one line per invoice. Claude will split it into separate records (project, amount, issue date, if given).
| What for | Project | Amount | Issued | Hold | ||
|---|---|---|---|---|---|---|
| No records yet. | ||||||
Meetings are pulled from Circleback with the button and arrive with the Circleback summary ready, which is free. Your own detailed analysis with quotes is started with a button on a specific call, when it is worth it. Only meetings you took part in are taken; ones already added or deleted do not come back. From the transcript Claude builds an analysis: what was discussed, remarks and concerns, what was promised, tasks. Every item has a ? shows the source quote. The team sees a call only if you opened it to them.
Real time across US time zones and ours (Paris). The offset is given relative to Paris. «Office hours» means Mon-Fri 09:00-18:00 local.
The board is snapshotted automatically before every overwrite, at most once every 10 minutes, plus one snapshot per day. The 24 most recent and one per day for 30 days are kept.
Status: ●●
Everything is already saved locally in the browser. To keep the data on a server and make chat and letters work, deploy to Cloudflare Pages:
Paste the token of a second board and it will be remembered, with a switcher appearing in the header. No need to log out of the current one.
Full instructions are in the README next to the file.