Tracker

Work items, kanban, pipelines, and any process with stages —
configured per workflow, used by humans and agents alike.

What it is

The Tracker is HAPPEE's work-management surface. It holds work items
organized into work streams, with workflows defining the stages a work
item moves through. The same Tracker that runs your engineering kanban
runs your sales pipeline, your hiring funnel, your AR collection
queue, your customer pilot tracker, and your weekly meeting agenda.

Work items are first-class — they have descriptions, comments,
attachments, related items, an owner, an agent assignee where
applicable, and a workflow state. Initiatives and Work Item Groups
let you organize larger bodies of work into themes.

What you get

• Work items with rich descriptions, comments, attachments, and
  related-item linking

• Workflows configurable per work stream — define your states and
  transitions to fit any process

• Kanban, list, and timeline views

• Initiatives and Work Item Groups for thematic organization

• Filter, sort, search, and saved views

• Agent assignment — agents can own work items just like humans can

• Agents can create, update, comment on, and transition work items
  with the same authority a human user has, subject to permissions

How agents use the tracker

The Tracker is where work lives. Agents:

• Create work items when something needs doing — a follow-up, a draft,
  a pilot onboarding

• Comment on work items as they make progress

• Transition state when a step is complete

• Surface stuck items in channels for human attention

• Roll up status into the dashboards and meeting agendas

When the sales agent sees a deal hasn't moved in 14 days, it doesn't
just notice — it surfaces the deal in #sales with a recommended next
step. The work item is the artifact; the channel is the signal.

In small businesses

For a small business, the Tracker replaces the cobbled-together stack
of project tools — one place for engineering, sales, hiring,
collections, and pilots. Same UI, same workflow primitives, different
data.

Where the tracker shows up across the business

• In Outbound sales motion: each
  prospect is a work item in a Pipeline workflow.

• In Cash flow stabilization:
  priority AR and AP accounts as work items with explicit owners and
  next steps.

• In First paying customers:
  interview pipeline as work items.

• In New product line: charter pilot
  customers as work items in a Pilot workflow.