Roadmap Our Ideas & Progress Planned All - Introductions of Teams Expand Change the structure of the database / app from using "user_id" to using "team_id". Create the ability for users to add new users to their team. CRM - Proposals Expand Use the CRM to create a proposal to send to clients for a project. CRM - Products Expand Predefined products and services to help create quotes / proposals quicker for clients. Tasks - Assign Tasks To Team Members Expand Allow team members to see all tasks assigned to them, and allow users to filter task by team members. Tasks - Daily Email Schedule Expand Send an email to all team members with work schedule for the day. First part the actual user, then all scheduled tasks grouped by other team members. Tasks - Daily Email Schedule Expand Send an email to all team members with work schedule for the day. First part the actual user, then all scheduled tasks grouped by other team members. In Progress All - Postmark App Integration Expand Auto integration of our Postmark App for integration of tickets and outgoing email under our account. Projects - Website Sitemap Planner Expand Create a website sitemap page structure. Define the pages that are needed for a website, and the parent/child relationship between pages. Projects - Page Content Planner Expand Create a website sitemap page structure. Define the pages that are needed for a website, and the parent/child relationship between pages. Projects - WordPress Export Expand Generate an XML containing pages from Website Planner containing content from Page Content Planner including menus. Tickets - Ability To Reply Expand Currently Tickets are only received. Will allow us to reply to customers via the ticket screen and saved as "activity". Tickets - Thread Customer Reply under ticket activity Expand Currently all received emails create a new ticket. If subject contains ticket ID reply should be tagged as "activity" under the parent ticket. In Consideration Projects - Client View Expand Limited view of read only of project / web view so clients can see progress of a project. Projects - Page Content Planner Client Expand Ability to create panels to collect text and images from clients. CRM - Proposals To XERO Expand Ability to send proposal values to XERO as a draft to invoice out. CRM - Twilio Integration Expand Create / Record Phone calls via Twilio and link the activity to listen back. Tasks - Time Logger Expand Assign Time to tasks for invoicing / time assignment NEW - Checklist Expand List of essential project checklists. For Example: Go Live Checklist SEO Checklist eCommerce Checklist NEW - Process List Expand I credible source of truth for articles for team on how to run your business. NEW - Code Snippets Expand Create / Save valuable code snippets for your business Completed Features Project Manager Tasks Manager Work Schedule Goals Manager CRM Dealls Ticket Receive
