The customer can be assigned to tasks, but you have to invite them to the project. They don't have to 'join' the dapulse team, they just join a specific project that you have explicitly invited them to. They can provide most updates via email if you prefer doing it that way, once they are connected to the project.

On 12/14/2016 11:41 AM, Sterling Jacobson wrote:

I’ve been looking at dapulse and it looks great so that is a good endorsement.

Some day I’ll have cost justification to move from Plat to Sonar, cause I really like the look of what you are doing.

The only thing I see as lacking with dapulse is the ability to cue in the customer attributed to the task without having them join the system.

I didn’t list that feature, but ideally it would allow the customer access to track progress too, and make a new claim for support.

I had wanted to build my own system/app for this, but why re-invent the wheel.

*From:*Af [mailto:[email protected]] *On Behalf Of *Simon Westlake
*Sent:* Wednesday, December 14, 2016 7:58 AM
*To:* [email protected]
*Subject:* Re: [AFMUG] Scheduling/work flow

We went through a number of these to use to track Sonar customer onboarding, and after trying a bunch, the one we settled on is www.dapulse.com <http://www.dapulse.com>

I don't know if it'd fit your needs precisely, but it does handle well setting up projects, assigning responsible parties, and two things that made it work well for us is that it's simple to create additional columns you want to track (that can be a date, text field, etc), and custom statuses for each of those columns, as well as involving outside parties in individual projects if needed.

It's reasonably cheap, we've been happy with it so far.

On 12/14/2016 4:37 AM, Paul Stewart wrote:

    Those are collaboration tools though … slack/teams etc ….

    I really like Atlassian stuff in general (minus the fact that it runs 
Tomcat/Java under the hood) …. JIRA Core can do that kind of stuff for example 
(workflow automation)

        On Dec 14, 2016, at 12:57 AM, Stefan Englhardt<[email protected]> 
<mailto:[email protected]>  wrote:

        Microsoft has announced Teams which will be part of office365.

        -------- Ursprüngliche Nachricht --------

Von: Sean Heskett<[email protected]> <mailto:[email protected]>
        Datum: 14.12.16 06:26 (GMT+01:00)

An:[email protected] <mailto:[email protected]>
        Betreff: Re: [AFMUG] Scheduling/work flow



--
Simon Westlake
Email:[email protected] <mailto:[email protected]>
Phone: (702) 447-1247
---------------------------
Sonar Software Inc
The future of ISP billing and OSS
https://sonar.software

--
Simon Westlake
Email: [email protected]
Phone: (702) 447-1247
---------------------------
Sonar Software Inc
The future of ISP billing and OSS
https://sonar.software

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