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ConcourseSuite Community Edition

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PostgreSQL Java
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Action Plan Enhancements

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Plan Outline Priority Assigned To Estimated Actual Remaining Start End
#   Action Plan Enhancements (23 items)     -- -- --      
 1. 
  "Home Page" Action Plan
High Kailash Bhoopalam 80 Hours -- --     -- 
 2. 
  Action plan notifications
High Kailash Bhoopalam 30 Hours -- --     -- 
 3. 
  Linked action steps
High Matt Rajkowski 0 Hours -- --     -- 
 4. 
  Inline action step form completion
High Kailash Bhoopalam 0 Hours -- --     -- 
 5. 
  The Action Plan view needs to display the name of the Action Plan
High Kailash Bhoopalam 2 Hours -- --     -- 
 6. 
  Allow completion of Action Steps via email
Low 40 Hours -- --     -- 
 7. 
  New Action Plan Steps
             
 8. 
  Create an Activity
High Kailash Bhoopalam 25 Hours -- --     -- 
 9. 
  Create a campaign
High Kailash Bhoopalam 25 Hours -- --     -- 
 10. 
  Create an "Account Note"
High Kailash Bhoopalam 8 Hours -- --     -- 
 11. 
  Rename "Add a Note" to "Add Action Plan-Only Note"
High Kailash Bhoopalam 3 Hours -- --     -- 
 12. 
  Send a Message
Normal 16 Hours -- --     -- 
 13. 
  Create an "Action List" and be able to assign it to someone
Normal 24 Hours -- --     -- 
 14. 
  Look up knowledge-base article(s)
Normal 8 Hours -- --     -- 
 15. 
  Convert lead to contact/account
Normal -- -- --     -- 
 16. 
  Create a Ticket
Low 16 Hours -- --     -- 
 17. 
  Create a project
Low 16 Hours -- --     -- 
 18. 
  Make a "wiki" entry
Low 60 Hours -- --     -- 
 19. 
  Improve Action Plan overview/dashboard view
High Kailash Bhoopalam 4 Hours -- --     -- 
 20. 
  Allow portal users to work on an action plan to which they've been given access
Low 24 Hours -- --     -- 
 21. 
  Generate an alert to plan manager when someone in their hierarchy opens an action plan for the first time.
Normal 10 Hours -- --     -- 
 22. 
  Display Account name on Action Plan screen
High Kailash Bhoopalam 2 Hours -- --     -- 
 23. 
  Make the Account name link/pop to the account details screen.
Normal 2 Hours -- --     -- 
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