Ideas

Firm and client users can leave notes in strategy tab.

Context

User is viewing the strategy tab in a project.

Design Requirements

See attached.
Normal notes feed interface; remove strategy documents panel when placing this panel in both firm and client user views.

User Requirements

  1. Firm and Client User can add a note to the notes panel.
  2. Firm and Client User can see their note added in the strategy tab in the project notes tab.
  3. Firm users can set their notes to visible/not visible.
  1. Firm and Client User can filter their notes by contributor and time.
  2. Firm Users can select email client/team.

Functional Requirements

  1. User can add, edit, delete notes per current notes standard interactions.
  1. Firm users can set notes to visible/not visible.
  2. Note classification is set to "Strategy"
  1. Note "file in" in set to active project.
  2. New notes are published to project notes feed in project tab.
  • Christian Spletzer
  • Mar 8 2018
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