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EasyCloudConsultants / EasyCloudBooks

EasyCloudBooks
https://www.easycloudbooks.com
MIT License
2 stars 2 forks source link

Workflow Module - Key Notes #723

Open mitulpanch opened 4 years ago

mitulpanch commented 4 years ago

Add All Keynotes here, Feature Request, Rule set, When this should work Timeout if any.

Engine Limitation etc.

risipatel commented 4 years ago

Keep priority in 'Automation and Settings'. -On behalf of Vinod Sir @vinpahilwani @mitulpanch

risipatel commented 4 years ago
  1. Trello board menu where we can create boards, at time of creation can ask type of board like contact, company, projects, accounts,task,etc.
  2. Single member per project(card) on a board while same card may appear on another board.
  3. Automation for board task assignment.
  4. Board pe default service leni hai jis se board pe automatic projects bane, Automation pe koi restriction nh hai..
  5. Need to ask parent stage while creating List/Sub-stage with none as option.
  6. Claim button.
  7. Filter for unassigned projects onclick display result on existing project page. and project manager can assign manually to specific person and can flag urgent
  8. Urgent flag on project.
  9. On expanding the project list PM will be able to see workflow of project, Stage and person doing that work.
  10. Need member dashboard to display all the concerned tasks, contacts, companies, projects, etc. ( I prefer trello board)
  11. Workflow and Task management page. (I prefer trello like)
  12. Member will be able to assigned and unassigned projects[max 50] on single board.
  13. Whenever project gets moved to any stage then accordingly stage should change on board and project page.
  14. Trello member can change everything except Project stage(7 Stages). he can change trello stages which can automatically change project stages if linked with board stages
  15. Need role for workflow manager. (trello board manager)
  16. Member will be able to see only 50 cards on one board.
  17. On board team.