Five views, one dataset

Familiar work management, with research's flow

The board, backlog, sprint and list all show the same tasks — not three separate apps but four views over one dataset. Research projects get a fifth.

Kanban boardScrum cycleList viewTask detailResearch overviewAutomation builderClient portal

Kanban board

5

Drag and drop, four default columns, and ordering that survives a page refresh.

  • Dragging between and within columns
  • To Do / In Progress / Review / Done
  • Filter by assignee, priority, label and research phase
  • Key, priority, assignee, due date and phase on the card
  • Dragging disabled for users without permission

Scrum cycle

5

Product backlog, plus creating, starting and completing sprints.

  • Product backlog and moving work into a sprint
  • Sprint goal, start and end dates
  • Active sprint board
  • On completion, move unfinished tasks to the backlog or a future sprint
  • Story points and a sprint summary

List view

5

A data-dense table: sorting, filtering and inline editing.

  • Sorting on seven columns
  • Change status and assignee straight from the row
  • Subtasks included in the list
  • The same task detail drawer as the board
  • A filtered view's URL can be shared

Task detail

5

Readable keys (RES-101), subtasks, comments and a full change history.

  • Subtask and parent task relationship
  • Labels, due date, estimate and story points
  • Comments
  • Field-by-field change history
  • Research phase — a field independent of status

Research overview

5

Brief, lifecycle, fieldwork metrics, quota health and an explained health score.

  • Nine-phase lifecycle strip
  • Planned versus actual dates and budget
  • Quota fill table with behind-schedule quotas flagged
  • Open alerts, with acknowledge and resolve
  • Linked YouSurvey, YouReply and YouAnalyze records

Automation builder

3Coming soon

Building condition-action rules from the interface.

  • Define your own alert rules
  • Create tasks automatically on a phase change
  • Send a notification when a threshold is crossed

Client portal

3Coming soon

Separate access where a stakeholder sees only their own project.

  • Read-only stakeholder access
  • Sharing selected measures
  • On-brand appearance
Headings marked Coming soon aren't in the first release; the architecture is ready for them.

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