Task Assignments

[RichardJamesLopez]

• Assign from Customer -> Community for individual tasks
• Objective: have each Deal be able to assigned to 1 member at a time. That way when a Deal gets completed, we can keep track of who can take credit.
  • Eventually so they can be rewarded in monetary by Customer
  • Also so we can keep track with analytics and gamification scoreboard

Here is a rough sketch of where it should appear

[RichardJamesLopez]

Update: Actually added the location of the assignment to Figma file

https://www.figma.com/board/mfByzboGzp0lkqfrM1nR37/Rough-Sketches?node-id=0-1&t=kLVFwuzGnug995HP-1

Note:

• there should be two different versions - one for Admin and another for Member
• I gather that it should be a single select value from User list but we can discuss other options
• Ideally, the assignments are stored in such a way that we can use that data in a separate analytics page (not part of this feature issue)

Anything else we should be thinking of? @nmwur

[nmwur]

looks solid.

• the assignments are stored in such a way that we can use that data in a separate analytics page

assignments will be in a separate database table to track progress

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as far as i see, assignments won't be linked to corresponding api columns (e.g. "Deal owner" on hubspot) because not everyone in the community is on there and authentication email addresses don't necessarily match across platforms. just let me know otherwise