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Trying to find a general-use project management software solution (lemmy.dbzer0.com)

submitted 2 weeks ago* (last edited 2 weeks ago) by [email protected] to c/[email protected]

14 comments fedilink hide all child comments

I blame my entire self-hosting hobby trajectory on a single piece of software that I used over a decade ago and fell absolutely in love with:

CCC One

If any of you have ever worked in collision repair (body shop, insurance, estimating, etc), you know what I'm talking about. The user interface was essentially - you open the program and are presented with a list of all the vehicles that have visited your shop, with some basic identifying info including the current status (estimate only, in repair, etc). You select a vehicle and open it up, and you're presented with everything related to that vehicle, including estimates, workorders, POs, parts, service time, repair time, photos, ties to LKQ and other used parts vendors for pricing, and a host of other useful shit - all separated neatly into tabs and clickable links.

I've been going mad trying to find something in the FOSS world that comes even close to this in order to keep track of my own projects, inlcuding vehicles, computer builds, other random shit. So far though, I have found only kanban boards (which are missing key project management features), or full-fledged CRM suites with way more added bloat than I will ever use.

I'm not looking for FOSS software with a 1:1 parity to CCC One; but there has got to be SOMETHING in the FOSS world that at least has some semblance of this capability. I use Planka right now, and it's fine, but there is just so much left to be desired.

Am I just expecting too much? If I am, please tell me. Or maybe help me better utilize the tools I already have.

Thank you SO SO MUCH to all who contribute to the FOSS community, you guys are serious rock stars. I barely understand if and for loops...

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[–] [email protected] 1 points 1 week ago (1 children)

build my own CRM system with logseq

Can you elaborate on this some more? I'm familiar with logseq, but I'm genuinely curious on how you went about this.

[–] [email protected] 2 points 5 days ago* (last edited 5 days ago) (1 children)

Not too complicated actually.

I work in sales, I set up a few pages, namely:

Clients (a base for clients)
Projects (a base for current projects)
Tasks (query all the TODO, WAITING, etc)
Suppliers (general supplier info)

And then set up a few templates that i use whenever i get a new client and new project so its a simple /template and bam they're automatically linked to the project pages.

here's an example of a new client template:

- # #Client details
  template:: New Client
	- contact::
	- email::
	- telephone::
	- address::
	- tags::

It links back to the client page and the new project template links back to that specific client so everything is always within the proper linked reference.

here's an example of a new project:

- # #Projects Details  
  template:: New Project
	-client::
		-status:: TODO
		-creation::
		-deadline::
		-tags::
		
		- ## Project Summary
			-

I log everything in the journal (which is why i prefer logseq).

I had a more complicated set up when if first started but ended up simplifying it and honestly the simpler the better since as long as you make sure to use the project tag all of your notes will show up as linked references.

[–] [email protected] 2 points 4 days ago

That's fucking impressive.