Documentation

Can’t find it here? Ask us directly. Setup, configuration and API questions are answered that way rather than in these guides.

Keeping track of what matters

Two things exist so that you do not have to go looking for news: the daily brief and the dashboards.

The daily brief

At the end of each afternoon Kumiko sends a summary of the day: what came in, what moved, and what recurred. It is meant to be read in a minute, standing up, before you leave.

Read it for patterns rather than for items. The most useful line in it is usually anything described as happening again.

Dashboards

The dashboards answer three questions: what is open and how much of it is overdue, where problems are clustering, and who is carrying the work.

Filter by impact before anything else. If you lead the organization, filter to organization wide and you will be looking at a short list. If you lead a department, your own department level problems are the list that matters. Everything else belongs to somebody else, and trying to read all of it is how people end up reading none of it.

What not to use it for

The counts and the leaderboard are there to show where effort is going, not to rank people. The moment a number is used to judge somebody, reporting stops, and then the numbers are worthless as well as unkind.

A dashboard going quiet is worth a look, though. A fall in reports is far more often a fall in trust than a fall in problems.