# Create a project management pipeline This tutorial will walk you through how to make a project management app that can track your projects and orders using a board view. Key highlights in this walk through: * Configuring a board view * Set up your data to work with a board view * Quickly move projects through stages using Action buttons * Notify users based on status changes using automations * Give your clients a way to view their orders ## Introduction Our company manages hotels and within each hotel we have our maintance team that recieves tickets for fixes that need to be done on the property. We want to give our hotel managers a way to create the tickets while also allowing our maintenance team a way to see their tickets, be notified when they are assigned a ticket and make it easy to post updates. Both our hotel managers and maintenance team will need access to the tickets, but these levels will be different depending on their roles. Sometimes this may require contacting contractors to help with specialized fixes. ## Step 1: Data Management First, we will start with setting up our data. The tables we need: * Maintenance team members * Hotel Locations * Hotel Managers * Tickets **Hotel Locations Table** On the Hotel Locations table we will create a new Linked field to our Hotel Managers table. This will link our hotel managers that work at this location. On the Hotel Locations table we will create a new linked field to our maintenance table. This will link our maintenance teams to their locations. We also want to tag the Hotel Locations to the tickets that will be created so they are easy to find and keep track of. We will make a linked field to the Tickets table from the Hotel Locations table. **Tickets Table** Moving to the Tickets table, we want to create a Status field so we can track where each ticket is. Create a Single Select field with the options: "To-do", "in-progress", "Blocker", "Done" Next lets create a field for who created the ticket. This is done by adding a new field called a "created by" field. This field will automatically populate with the user who makes the ticket. We also want to know who will be assigned this ticket, but without having to do extra work for the Hotel Manager, or employee who reports the issue. Create a new field called a "Lookup Field" and using the connection we have to the Hotel Locations and our Maintenance team being assigned to a hotel we can use the Linked record from "Hotel Location" and select "Maintenance Team" as the field to pull to our ## Step 2: Connect User Groups We will create user groups using our Maintenance team and our Hotel managers tables. They will be assigned a role "Maintenance team" and "Hotel Manager" respectively. Next, we connect our Hotel Locations to the Maintenance team assigned and to our Hotel managers team assigned. This will allow us to set up permissions later on. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.stackerhq.com/stacker-astra/getting-started/create-a-project-management-pipeline.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.