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)

Platforms I use:

Android and Windows.

What I have found so far and seemed to fit:

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!):

  • OpenProject
  • Focalboard
  • Vikunja
  • Tarallo
  • Nibodhika@lemmy.worldEnglish
    6·
    8 months ago

    O was going to make a weak suggestion, but the more I read the stronger my suggestion becomes. I strongly recommend you look at Silverbullet. It’s similar to Obsidian in that everything is a markdown file, but has an excellent query language. For example in a random file I add a task with a tag, e.g.

    * [ ] Do something [priority: 30]

    Then on my homepage I have this block of code:

    \```query
task where done = false and
priority > 0
order by priority desc
render [[Library/Core/Query/Task]]
\```

    Which renders as a list of all my tasks on all my files ordered by priority, you can see how this becomes extremely customizable, e.g. using where page = Some/Page will only render tasks from that page.

    It’s not a kanban board like you asked, but it’s great for all those stuff, and it’s highly customizable to whatever you need.

    You can keep track of problems each on their own page and have a frontmatter with general information that can be queried as if it were a database.

    For example I keep one page for each tool I use at my work, and on the index of my work I have a table that shows these tools and links or cli examples.

    • Appoxo@lemmy.dbzer0.comOPEnglish
      1·
      8 months ago

      True. The customization would fit the requirement for the adaptability.
      But for a bit of quick and dirty documentation of a task it would quickly get annoying and I would avoid it.

      And I would probably start to use Obsidian with some community plugin or some of the already suggested tools.
      What I like about kanban that it has a sort of ticket mentality in a 2D-space and can be in a pre-defined state (at least that’s what I could gather from pictures).
      This restricts me more and prevents me from micromanaging every detail.