This document outlines a product requirement document (PRD) for implementing a new file management system within Agency Handy platform. This system will provide users with a structured approach to organizing files while allowing for flexible folder creation.
As an admin, I want to see a dedicated folder for orders within each task, allowing me to easily store and access relevant files. As an admin, I want to upload files directly into a task or order folder to collaborate with colleagues on specific projects. As an admin, I want the ability to create custom folders anywhere within the file management system to organize my files based on personal preferences. As an admin, I want to upload files directly into custom folders for easy reference and access. as a client, i want see all the files listed into my orders, tasks and tickets (added: 2-13-25) As a client , I want to upload files directly into a ticket, task or order folder to collaborate with colleagues on specific projects. (added:2-13-2025) Implement a default "Orders" folder within each task to store files specifically linked to that order. when a new order is placed/created a new folder with order id is created For recurring order automatically create new folder in orders with “order id” when a new order is created Allow users to upload files directly into the "Orders" folder. uploaded files will show in order details sidebar Enable users to create custom folders anywhere within the file management system, independent of tasks or orders. Implement breadcrumb navigation to help users track their location within the folder hierarchy. Users should be able to upload files of various formats through a drag-and-drop interface or by selecting files from their device. If a user uploads file in order folder it will be related with that order If a user uploads file within the task/ticket folder, then the user can select the task/ticket name and then upload the file. Users should be able to view, download, rename, delete within the system. Implement permission controls to restrict access to specific folders or files based on user roles. SuperAdmin, Admin, client(clients own order and ticket) can access all the files and folders (added 2-13-25) client can only delete his own uploaded files client can view only the task attachments they have access to (added: 2-13-25) PM can see the order folders where he is assigned and all the other folders. The system should provide a search function to allow users to find specific files based on keywords or file names. Search functionality should include the ability to filter results by location (e.g., task folder, custom folder). Search should be global. (version 2) Additional Logic:
a column mentioned uploaded by.
client will not be able to create folder
: option only shown to deletble files (client can only delete his own files.)
AgencyHandy
v1.0.0 (Major)