Roundup Tracker - Issues

Message8533

Author wilsj
Recipients rouilj, wilsj
Date 2026-09-29.12:25:05
Message-id <1790684705.94.0.443370019418.issue2551363@roundup-tracker.org>
In-reply-to
Hi John,

> Do you use Kanban outside of Roundup for your presales leads?

We currently solely rely on good ol' list views for this (based on those
in the classic template).

> What form do your kanban chart takes, or what form would you like them to 
take:
>
>   * how are columns labeled: e.g. by the stage in the sales funnel?

Yep. We'd probably have the following three labels given how we work
right now:

- Qualified
- Technical evaluation
- Price quote sent

>   * what is displayed on the Kanban cards: e.g. sales rep, dollar amount,
>     client name, client contact?

Having the customer (i.e. a custom node reference), assignee, and dollar
amount (fetched from the customer node reference) would likely be how
we'd set it up.

>   * are swimlanes used: e.g. per sales rep?

As our presales team is only 3 people today, so swimlanes would be a bit
overkill for us (at least right now).

>   * are work in progress limits per column useful?

Surely useful for some, but as I mentioned, we are a relatively small
team. Hence, we'd probably not use it now.

For us, the key aspect for this feature as a whole is customizability
(which Roundup in general does exceptionally well).

> I can't promise anybody will work on it, but gathering requirements is 
useful.

Naturally! I just wanted to offer my 2 cents if anyone found this ticket
to be an entertaining evening pass-time. If there is anything more we
can bring to the table, I'll happily chip in.

> Also if you are willing, I would like to contact you off ticket to get 
some more
> info about your roundup setup and use case.

Absolutely! Both @matre and I would happily join in for a chat. Feel
free to shoot me an email off-thread.
History
Date User Action Args
2026-09-29 12:25:05wilsjsetmessageid: <1790684705.94.0.443370019418.issue2551363@roundup-tracker.org>
2026-09-29 12:25:05wilsjsetrecipients: + wilsj, rouilj
2026-09-29 12:25:05wilsjlinkissue2551363 messages
2026-09-29 12:25:05wilsjcreate