> For the complete documentation index, see [llms.txt](https://docs.nimbalyst.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.nimbalyst.com/team-collaboration/trackers.md).

# Collaborative Trackers

Share one tracker board across your team. Teammates and their locally running AI agents keep the same bugs, features, and plans current.

A collaborative tracker is a shared board your team and its agents keep current. Bugs, features, tasks, plans, and decisions live on shared Trackers in the same workspace as your docs, and teammates and their local agents update the same items in real time or asynchronously, so the board reflects what is actually happening.

See [shared trackers in Nimbalyst Teams](https://nimbalyst.com/teams/trackers/) for how the shared board works.

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-f4ab9f0a3bf6d0f7015bd07670155d5fa6d6b17e%2Fteam-tracker-tag-board.png?alt=media" alt="A shared tracker board grouped into tag columns such as API, mobile, reliability, and authentication"><figcaption><p>Group shared work by tag to see plans across areas and milestones.</p></figcaption></figure>

### One board, everyone on it

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-ac6c5f402ba0096d9a850cae1c44e95bcd2df24a%2Fteam-shared-board.png?alt=media" alt="A shared task board with To Do, In Progress, In Review, and Done columns"><figcaption><p>Use kanban stages, lists, filters, and saved views to organize shared work.</p></figcaption></figure>

* **Real-time and multiplayer:** The board updates live as people and agents change items, with no refresh or manual synchronization.
* **Kanban with your stages:** Move work across the stages you define, from backlog to done, on a shared kanban board.
* **Recently changed:** See what moved recently, with a marker on items that changed since you last looked.

The tracker also includes a sortable list, filters, saved views, and a tag board.

### Radar: what happened since you left

Shared trackers get **Radar**, a digest of teammate activity built around the time you were last on the board. Open a shared tracker, click **Display** at the top of the view, and choose **Radar** alongside the list, table, kanban, timeline, and tag board views.

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-4fe0db56b3053d3d11f36282ebf964f0ff031ea7%2Frelease-tracker-radar.png?alt=media" alt="The Radar view of a tracker showing three teammate cards with their latest activity and a Moved section listing status changes attributed to each person"><figcaption><p>Radar summarizes each teammate's recent activity and lists every status move since you were last on the board.</p></figcaption></figure>

Radar groups what it finds into four sections:

* **Needs you:** Items of yours a teammate commented on or moved.
* **Moved:** Status changes, laid out by the teammate who made them.
* **Sweeps:** Bulk changes, such as one person closing a batch of items at once.
* **Stalled:** In-flight items that have had no activity for a while.

A window selector at the top narrows the digest to everything **Since you left**, or to the last 2, 8, or 24 hours, or 3 days. Radar is available in the desktop app and in the web console.

### Your agents and your team keep it up to date

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-68a03ca122e1c26d49de71ae5777bbd696b7528a%2Fteam-tracker-detail.png?alt=media" alt="A tracker item detail kept up to date with a linked session, status, priority, owner, and written content"><figcaption><p>Open an item to see its current fields, content, owner, and the session working on it.</p></figcaption></figure>

* **Agents update the board:** Claude Code and Codex agents can create items, change status, and update many trackers as they work.
* **People edit too:** Teammates edit the same items by hand, so the board stays accurate whether a person or agent made the change.
* **Comments and full history:** Every item keeps a threaded discussion and a record of what changed and who changed it.

Enable or disable agent Tracker tools per project under **Settings > Project > Trackers > AI Agent Access**.

### Track any kind of work

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-37ad79a36b82ea99f855d2099074f5d8594b0ad0%2Fteam-tracker-types.png?alt=media" alt="The tracker sidebar with configurable types including Modules and Initiatives, and an Authentication module open with child features and fields"><figcaption><p>Create tracker types and relationships that match how your team organizes work.</p></figcaption></figure>

* **Bugs, features, and your own types:** Use built-in trackers or define custom types with the fields you need.
* **Hierarchy and links:** Break work into parent and child items and link related items across trackers.
* **Fields that fit:** Give each type its own fields, statuses, owners, tags, dates, priorities, and progress.

See [Custom Tracker Types](/task-management/custom-tracker-types.md) and [Linking Tracker Items](/task-management/linking-tracker-items.md).

### A collaborative document inside every item

Each full tracker item has a rich body the team edits together, so the plan and discussion live with the task.

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-518eb44d8c72879579aed81b58ea2090894ca51c%2Fteam-tracker-embedded-doc.png?alt=media" alt="A tracker item with a collaborative rich-text body, including an Excalidraw diagram and mockup embedded inline"><figcaption><p>Write the plan in the item and embed diagrams, mockups, images, and other project files.</p></figcaption></figure>

* **Write the plan in place:** Draft the spec, repro steps, decision, or rollout plan inside the item.
* **Diagrams and mockups too:** Add diagrams, mockups, images, data models, and spreadsheets so the full picture sits with the work.
* **Edited together:** The item body is collaborative, so teammates and agents work on it in the same place.

### Every item is wired into the work

An item connects to the sessions working it, the parent and child items around it, and the documents that reference it.

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-3377436fe9bde6fbcc80db9cc42ee93253997466%2Fteam-tracker-links.png?alt=media" alt="An initiative showing its parent, child item, tags, content, and linked session"><figcaption><p>Build a hierarchy around the work and link the session, source file, and pull request that belong to it.</p></figcaption></figure>

* **Hierarchy and linked sessions:** Break work into parent and child items, and connect each one to the session working it, the file it came from, and the pull request that closes it.

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-7d8c29687cf84dd66dd27f5689d52faab2816ca8%2Fteam-tracker-agent.png?alt=media" alt="An agent session reporting updates to linked tracker items, with those items visible in the Trackers panel"><figcaption><p>The agent updates linked items while it works and reports the changes in the session.</p></figcaption></figure>

* **Updated from the session:** Claude Code and Codex agents change linked items as they work, so a session and its tracker items stay in step.

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-6f30ac66652ae0c8cff24f40046d67b605d49ede%2Fteam-doc-tracker-pills.png?alt=media" alt="A launch-readiness document containing live tracker reference pills with item keys, titles, and statuses"><figcaption><p>Reference live tracker items in a document so their current status stays beside the plan.</p></figcaption></figure>

* **Tracker pills in your docs:** Reference an item in any document with a live pill that shows its status and links back to the board.

Use **Link Existing**, **Launch Session**, or ask the agent to link the current session when that relationship belongs in the item's history.

### Keep trackers personal or share them, and organize by tag

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-f4ab9f0a3bf6d0f7015bd07670155d5fa6d6b17e%2Fteam-tracker-tag-board.png?alt=media" alt="A tracker board grouped by tag, with columns for areas such as API, mobile, reliability, and authentication"><figcaption><p>Keep personal trackers on your machine, share team trackers, and group the shared board by tag.</p></figcaption></figure>

* **Personal trackers:** Track your own work in personal trackers that stay on your machine.
* **Team trackers:** Share a tracker so the whole team and its agents work on the same board.
* **Board by tag:** Group the board by tag to slice work by area, milestone, or any other label.

#### A tracker is personal or the team's

Every tracker type is either personal or the team's, decided per tracker under **Settings > Project > Trackers**. Personal trackers are only visible to you. Sharing a tracker hands its fields, items, and numbering to the team: every item is published with its issue key, and from then on editing the fields changes them for everyone.

<figure><img src="https://562749618-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiVUeHZHlFlZrZt02syRC%2Fuploads%2Fgit-blob-d879f0e6f4a5f9a16c1e613c79c47fa5b2679912%2Fteam-sync-policy.png?alt=media" alt="A settings panel listing tracker types such as Plans, Decisions, Bugs, Tasks, Ideas, Milestones, and Releases, each with an item count and its current sharing state"><figcaption><p>Tracker types in Project Settings, each with its item count and its sharing state beside it.</p></figcaption></figure>

Sharing cannot be undone: a team tracker is never made personal again, because that would take teammates' items away from them. To stop using a tracker, archive it instead. An archived tracker keeps every item visible and searchable, but its items become read-only and no new ones can be added. You can unarchive it at any time.

A team tracker can also be set so new items start as drafts. A draft stays private until its author publishes it, so one shared tracker can hold both team work and items you are still roughing out. Inline `#type[...]` items stay local until they are promoted to full items.

Shared Tracker data flows through Nimbalyst's Cloudflare sync service and is encrypted in transit and at rest. Personal trackers remain outside the team workspace.


---

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