Hello fellow selfhosters,
I tried to find a piece of software that could achieve my goal but maybe I am not searching in the correct areas. So I thought of asking here for suggestions or directions I could take.
What I am looking for:
I am looking for software that could fill a purpose of tracking like a helpdesk ticketing portal but not be a full blown ticketing portal.
For example I want to track current tasks like an RMA I am doing right now with Logitech (currently organized in my email inbox/folders) or keep track of shipments (currently tracked in Google Keep in this format: Shop | MM YYYY | Order-ID | Contents | Tracking:<Shipping Number>)
Features I am specifically looking for:
Tracking items (like shipments)
Keep track of issues (fix light bulb), Tasks (go to citizen office to renew ID),
Optionally: Keeping communication like E-Mails (like go back and see the communication history with Logitech concerning the RMA#999999)
How I am coming to the conclusion I need something like that
As mentioned earlier, I keep track of some stuff like shipments, overtime todo, money I am owing or someone does owe me in Google Keep. It kinda works but I feel like I am straining the borders of it’s use case. And I fear Googles Graveyard
I keep track of my e-mails via folders (to some extent). But I will probably not find the email of communication I had 5 months ago with that system.
At work we use a classic ticket helpdesk system. I can more or less find the ticket of an issue a customer had on the phone and correlate it with the problem I have right now.
Some of my knowledge base is in Obsidian.md for technical stuff or minor stuff like “find x here”, while the stuff related for real life (e.g. recipes) are stored in OneNote.
It’s not necessary to consolidate it but maybe I can remove some of each into the new system?
What I would like to avoid:
Things like creating companies to track tickets with. I would rather just keep track of the issue (maybe with some form of history to go back in time?) and not be lost in endless classification of company number, telephone, contacts etc.
Maybe I am in search of a unicorn-glitter editiontm and just need someone to tell me that doesn’t exist or I am not looking for the correct thing or term.
The help is highly appreciated :)
PS: While preferred it doesn’t need to be selfhosted. It should be accessible via smartphone (app or web doesnt really matter) and on desktop (program or web).
Update:
Currently in consideration are (thanks for the suggestions so far!):
Click up! I think it’s an excellent UI/UX. Highly customizable. I used it for like 2 years to great effect.
Don’t be too off-put by the “get started, it’s free.”
It’s totally free if you’re using it for 1 project (yourself). If your a business with a dozen clients or something, you’ll edge into the territory of needing to pay. At least it used to be!
Just tried out the tutorial.
Seems like it could fit most of my use cases but feels like a shotgun vs a fly in scope (tbf my request is equally blown out of proportion).
Do you know of something that is more light weight and maybe aimed at a single person or for personal use?
I felt like the software “kanboard” fit the deal the most in terms of lightweight but I feel like the tracking abilities are kinda restrictive for my needs and Google Keep can do the most of it without additional maintenance.
Do you know of a kanban board with subtasking/commenting features?
With that I could probably manage to mention the subject line of an email or the RMA ID to find it later in my inbox
Edit: I feel like I found something to my liking: https://plane.so
Kanban Board like, has an editor and can create sub-issues.
if you find something similar or better, I’d appreciate your suggestion :)
I felt like the software “kanboard” fit the deal the most in terms
of lightweight but I feel like the tracking abilities are kinda
restrictive for my needs and Google Keep can do the most of it without
additional maintenance.
There’s also Nextcloud Deck, which has an Android companion app. https://f-droid.org/en/packages/it.niedermann.nextcloud.deck/ I am not sure how well Deck and Notes inside a Nextcloud web interface could work together but if I remember correctly Deck entries show up as Tasks in Nextcloud, in your customized welcome dashboard after logging in.
Seems like Deck is dependant on a Nextcloud instance?
If yes it would be something I am currently not interested in as it entails too much at the moment. Will keep in mind for the future though.
I am not a Nextcloud advocate at all, and yes there’s bugs for sure, but this is a Selfhosted community and running Nextcloud inside a LAN could be worse :-)
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Click up! I think it’s an excellent UI/UX. Highly customizable. I used it for like 2 years to great effect.
Don’t be too off-put by the “get started, it’s free.”
It’s totally free if you’re using it for 1 project (yourself). If your a business with a dozen clients or something, you’ll edge into the territory of needing to pay. At least it used to be!
Just tried out the tutorial.
Seems like it could fit most of my use cases but feels like a shotgun vs a fly in scope (tbf my request is equally blown out of proportion).
Do you know of something that is more light weight and maybe aimed at a single person or for personal use?
I felt like the software “kanboard” fit the deal the most in terms of lightweight but I feel like the tracking abilities are kinda restrictive for my needs and Google Keep can do the most of it without additional maintenance.
Do you know of a kanban board with subtasking/commenting features?
With that I could probably manage to mention the subject line of an email or the RMA ID to find it later in my inbox
Edit: I feel like I found something to my liking: https://plane.so
Kanban Board like, has an editor and can create sub-issues.
if you find something similar or better, I’d appreciate your suggestion :)
There’s also Nextcloud Deck, which has an Android companion app. https://f-droid.org/en/packages/it.niedermann.nextcloud.deck/ I am not sure how well Deck and Notes inside a Nextcloud web interface could work together but if I remember correctly Deck entries show up as Tasks in Nextcloud, in your customized welcome dashboard after logging in.
Seems like Deck is dependant on a Nextcloud instance?
If yes it would be something I am currently not interested in as it entails too much at the moment. Will keep in mind for the future though.
Hey! Let’s add more bugs into an existing pile of bugs (Nextcloud)!
I am not a Nextcloud advocate at all, and yes there’s bugs for sure, but this is a Selfhosted community and running Nextcloud inside a LAN could be worse :-)