Product Requirements Document (PRD): Client-Requested Tasks
Overview: This document outlines the requirements for a feature where clients can create tasks in the orders they are involved in. Once a client creates a task, relevant team members (Superadmin, Admin, and Project Manager) will receive notifications and can manage the task.
User Stories:
As a client, I want to create tasks related to the orders I am involved in, so I can collaborate with the team. Admin Notifications & Task Review: As a Superadmin/Admin/PM, I want to receive notifications when a client creates a task and review, accept, or reject the task to ensure it's relevant. Functional Requirements:
Clients can create tasks within the orders they are involved in. The task creation form will include the following fields: Upon task creation, Superadmin, Admin, and PM will receive a notification in a new section labeled "Client Requested Tasks." and in the notification bar as well “Client_Name” has created task in order “order_id” for “service_name” please review Client Requested Tasks Page: A dedicated page will display all tasks created by clients, showing key details (task name, description, kickoff date, due date, and attachment if provided). Superadmin, Admin, and PM can view the page to accept or reject tasks. Clicking on a task in the "Client Requested Tasks" page will open a task modal where task details are displayed. Superadmin, Admin, and PM can accept or reject tasks directly from the modal. Once accepted, the task will be moved into the regular task list. If rejected, the task will be removed from the list Your requested task in “service_name” for “order id” is accepted/rejected. Acceptance Criteria:
Clients can fill in all the required fields (name, description, kickoff date, due date, attachment) and submit a task in the order. Superadmin, Admin, and PM receive a notification in the "Client Requested Tasks" section upon task creation. Superadmin, Admin, and PM can see the list of client-requested tasks on a dedicated page and can open each task’s modal to view its details. Superadmin, Admin, and PM can accept or reject tasks, with the system updating the task's status accordingly. FAQ
1. Will a accepted task from agency end be repeat with order in a subscription order?
2. Can client request for a task in a pending order before agency accepts that order?
3. Will a accepted task be created with need client review checked?
4. Will pending requested task will repeat with order in a subscription order?
AgencyHandy
Task creation by client