A small team

A shared planning space for a small business, club or project team, on your own server, reachable from anywhere.

1. Pick where it runs

• A small cloud server (VPS) or an always-on office machine.
• Run it with Docker as in A family or roommates, step 1.

2. Reach it securely from anywhere

Pick one:

• Tailscale (easiest and safest): install it on the server and on everyone's devices, then on the server run tailscale serve --bg 7311. The team opens https://<server>.<your-tailnet>.ts.net. Nothing is exposed to the internet.

• Your own domain with a reverse proxy such as Caddy:

  plan.example.com {
      reverse_proxy localhost:7311
  }

Don't expose port 7311 directly to the internet. Details: server guide.

3. Set up people

• Admin > People > Add a person for each member; make a second admin so you're not the only one who can reset passwords.
• In Settings > People, everyone with an account can be assigned cards.

4. Organize the work

• One board per project or area; sections such as "Clients", "Internal", "Archive".
• On each board, ⋯ > Share… with the people working on it. The board's owner manages who's on it.
• Use custom fields for things like Client or Budget, and templates for repeating work (onboarding a client, a release checklist).
• Everyone's My Tasks shows what's theirs across all shared boards.

5. Look after it

• Daily backups happen automatically; download one now and then (Admin > Download a backup now) and keep it elsewhere.
• Updating: docker compose pull && docker compose up -d.