CTO task

Onethread

11 March, 2025

Inactive trial user send automation (series) → Intercom

Workspace lang released

GDPR doc update

Seat with PM & update the embed doc

Taking stripe cred from Rashik.

Seat with support, QA, PM

Branch rule automation setup for FE

Delete subscription UI - Asif

Need redirection URL update from both PM & UX - not complete

API notification custom language setting continue

Need seat with whole team about the current scenario and other stuff.

Seat with Rashik & tanvir vai, to set up affiliate program properly

Taking update of release note and why dont we push it in intercom or other platform

need an update about changelog

Fillup the stripe partner form

Show the report section to Rashik & support in intercom

No language change option in landing page

fix email template bug enhance service name instead of id

issue fix relate to public form

free trial option is missing

purchase is block in catalog if a user purchase already

in email template “button” → should be able to translate by an user

default task creation include→ review (UX + FE + BE)

fixing stripe block Rashik

service name filter not working on invoice

proposal, invoice and other tables not saving the state

user preference column need in table

paypal does not confirm payment recv

Lead number in package & workspace

need update about changelog

check the checklist of embed tab from QA

need transaction mail whitelabeling

default currency setup

need client company info in the invoice

0 dollar service creation

one time service have option for hour in duration field

add company as a client and then add their team

when submit public form create lead, make firstName, alstname, email is required

service shuffling (UX+PRD+FE+BE)

lithunian language

file allow architecture (DWG, DXF, .skp) and psd other video format

assignee permission check - Highest

freelance permisison check

grammar checking full website

allow same email to become lead & client

take notes while converting client

Notification text in whiltelabelling (BE)

client assign to TeamMember (BE+FE)

Client Links: (website, LinkedIn,Facebook, Instagram, Youtube), client phone number (BE + FE)

Client portal rename the sidebar field using templating system (UX + BE + FE)

redirection url logic (UX + FE + BE)

After public form submission redirection url link need (UX + FE + BE)

embed in service , portfoilo (UX + FE + BE)

dropdown, checkbox component need in form ( Ux + FE + BE)

Terms and condition not becoming link structure in intake form

image preview/upload in add-on

stripe subscription & customers, coupon import in agency handy

icon uploader in package ( UX + FE + BE)

when select package image will change

Service duplicate

under package select most popular option

feature have icon pack. (UX + FE + BE)

customize order id, proposal id format (UX , FE, BE)

subscription service can add one time add on and one time service can add subscription addon (BE+FE)

0$ service for subscription based service ( FE + BE)

Subscription upgrade/downgrade ( UX + FE + BE)

JWT Refresh Token Not Triggering in FE: Missing auto refresh for expired JWT - ( FE)

build strategy → webpack - vite → SSR → SEO 3-5 days ( FE + Ops)

payment link public (FE +. BE + UX)

From client portal under ticket client tab should not be shown in the comment section (FE)

Chat

workspace limit need to show in the plan storage

add client company name, address in catalog, give option to select it as require and add those in invoice. ( PRD + UX + FE + BE)

When user create a lead form through public form it should create a lead in the lead section

after freetrial ends send an email notification to admin/superadmin. need an email template when client needs trial end and send before x days

After trial ends, auto order creation.

create subscription with same order means renew

Editable field for invoice created at (BE + FE)

Mention cover image size in the service section

Need to edit the invoice and can able to resend it.

In the service, edit mode currency should be editable.

If we dont provide edit we have to say why user can not edit this field. lets say coupon name. (Might need a message that says coupon codes can only be created ones before the submit button)

Copy coupon code

Iframe for service grouping and individual service

Iframe for intake form and order form (PRD need)

iframe for lead form

Activity log for subscription list

Activity log for clients

Activity log for task, ticket

Activity log for Order

Subtask ()

public link for proposal

add header script in catalog, signup, signin, whiltelabeling and custom domain page — Highest

when direct sign-up link provided it redirects to sign-in . it should not be the case

customize the colums (one vs two), select the field length (fullwidth, half-width, one-third), insert text blocks with more than 155 character limit, add a code block, add custom css/html, add an expiration date for form

E invoicing Highest for EU region must have.

https://en.e-rechnung-bund.de/⁠

⁠

Sidebar icon customization (UX)

Need a page where user can customize all the icons for white labeling

Notifications read are not different from unread (UX+FE)

stripe enable ideal and other payment method

milestone based payment

Installment based payment

send attach pdf in email body.

workspace color hex value is not working in firefox

Should parse excel while importing lead

Import order from excel

import service from excel, stripe, spp , many request

Client, lead need extra custom field example apollo

Load custom email DKIm value on first time

n number in invoice can set by the agency.

Service package details should be fixed and should not be scrollable or height need to expand (UX + Fe)

Custom field lead, invoice, proposal, client, member, task, ticket

invoice order Id optional

subscription renewal date selection manually by the agency

image option hide in catalog

Service description language support

css inject in catalog

mobile responsive issue

Client requested task form customize by agency

global task list

Custom status

order status kanban board

Order table clear by active order, completed order

package monthly/yearly option

package multi currency

import portfoilo, iframe need

catalog add iframe

invoice show manual bank info but not in pdf

Embed name should be rename link

Fix team only/ client in file feedback

Client onboarding checklist

manual payment screenshot attach with invoice

package based task

credit purchase option

Email resend from client table and three dot

SMTP logic need to be fixed example google smtp

Profile redesign (UX+ FE)

Subscription Pause

Public form response issue ( BE + FE)

iframe portfoilo section

portfoilo export

requested task in service (word based, task based)

20 March, 2025

Email template centralize social media

iframe/embed in all kinds of form

Use “know more” page in a empty screen inside.

22 March, 2025

publicly acessible intake form

iframe orderForm

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