Chat - The Open Institute Team - Development

General

Page 11 of 14

Christopher B 9/11/23, 12:03:10 PM EDT

OI Agenda Sep 11 Make "New Agendas" button that adds to the Agendas (old Level 1) Moves everything else to Level 2 Use a template or form for agenda info Change colors for Agenda and requested items Add all clients to OI Enhance privacy, lock down "Commercial" projects Move away from Spreadsheets. Copy the data into an Agenda

Christopher B 9/12/23, 1:17:59 PM EDT

Shakil, can you also take a look at the sidebar? We would like it to push the content over again like it used to do. It also does not look good on the home page.

Christopher B 9/15/23, 10:40:34 AM EDT

Claire, so my summary is that each project has one main Public Forum and Direct Message area. But the Team Messages are actually tied to the goals

Christopher B 9/15/23, 11:39:51 AM EDT

I just got off the phone with another user. They want to add their clients to OI but would also like to offer investors to apply to be corporate sponsors for projects. So they would buy OI Work points as shares in the project. The Work points could go up 10% a year and there could be a buy back offer if sales go up

Cristobal M 9/15/23, 1:07:20 PM EDT

Cool!

Cristobal M 9/15/23, 1:07:33 PM EDT

I just checked in fixes for chat fix-height

Cristobal M 9/15/23, 1:07:48 PM EDT

not sure if it is secure to Update OI

Cristobal M 9/15/23, 1:11:09 PM EDT

Once you close the user-sidebar there is no way to keep it open again, I think he removed the saving to profile preference. I'm not touching that, just noticed.

Claire H 9/15/23, 6:50:44 PM EDT

Hi Christopher, Here are the notes from our meeting earlier: To do list: Oi WCN Emedia are the three major things on the to do list right now, We’d like to somehow figure out a way to combine these projects into one integrated one in the future. Through developing a viable team chat and email portal, we can streamline productivity. Roles to expect to see Leadership decision making, facilitation communication People also need to know what is expected of them in order to feel like they have Permission to step up and be inventive, or creative. They will feel comfortable once people understand their roles better. Types of communications we need to build an interface for that works: 1. Initial interested parties 2. Incoming messages, 3. Individual conversations 4. Main channel and splinter offs. Brainstorming ideas: * EG One thread for every person * A list of every customer’s thread to click on and expand * Sales support, or tech? Tags sort communication * Bold = Unread, Unbold = Read * Private vs Public * Teams notified for messages incoming. Permissions. * Events * Tags for events, projects, locations, brands, etc. * Combine concepts of forums with email inbox with tickets * Add conversations TO tickets with teams assigned to them. Like a psuedo forum. * Balance too much/vs not enough notifications. * Shared/vs custom screen? So everyone is on the same page.

Christopher B 9/22/23, 11:56:59 PM EDT

Financial Notes: Add multi currency total to reports to Accounts Add Euros as a currency Add Non-Capital report to Accounts Rename View Investments button to View Investment Total Capital Investment Total should only include Capital Investment, Disbustments and Depreciating Assets Fix Capital Expenses showing up in Profit and Loss Fix reimbursements UI to search Expenses (running total for each person) Nice to have: Add Depreciation Schedule report Scrub ids on import so they are unique across collections Format Expense table description Append to Reimburstments and Investments menu items the words (Not used) Airbnb payment process: Add AirBnb Income to Jessica Priamary Add Expense: Capital: Reimbursed from Jessica Primary (to Christopher) Christopher adds Expenses as they come up from his Primary Account (add my name and say was reimbursed) Flip back to needs reimbursed remove was reimbursed value and date Add all the loans