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Action Plan Enhancements

Plan Outline Pri Assigned To Estimated Actual Progress Start End
#   Action Plan Enhancements (23 items)     -- -- --      
 1. 
  Not Started "Home Page" Action Plan
High Kailash B.   80 Hours --     -- 
 2. 
  Not Started Action plan notifications
High Kailash B.   30 Hours --     -- 
 3. 
  Waiting on Reqs Linked action steps
High Matt R.   0 Hours --     -- 
 4. 
  Not Started Inline action step form completion
High Kailash B.   0 Hours --     -- 
 5. 
  Not Started The Action Plan view needs to display the name of the Action Plan
High Kailash B.   2 Hours --     -- 
 6. 
  Not Started Allow completion of Action Steps via email
Low   40 Hours --     -- 
 7. 
  New Action Plan Steps
             
 8. 
  Not Started Create an Activity
High Kailash B.   25 Hours --     -- 
 9. 
  Not Started Create a campaign
High Kailash B.   25 Hours --     -- 
 10. 
  Not Started Create an "Account Note"
High Kailash B.   8 Hours --     -- 
 11. 
  Not Started Rename "Add a Note" to "Add Action Plan-Only Note"
High Kailash B.   3 Hours --     -- 
 12. 
  Not Started Send a Message
Normal   16 Hours --     -- 
 13. 
  Not Started Create an "Action List" and be able to assign it to someone
Normal   24 Hours --     -- 
 14. 
  Not Started Look up knowledge-base article(s)
Normal   8 Hours --     -- 
 15. 
  Not Started Convert lead to contact/account
Normal   -- --     -- 
 16. 
  Not Started Create a Ticket
Low   16 Hours --     -- 
 17. 
  Not Started Create a project
Low   16 Hours --     -- 
 18. 
  Not Started Make a "wiki" entry
Low   60 Hours --     -- 
 19. 
  Not Started Improve Action Plan overview/dashboard view
High Kailash B.   4 Hours --     -- 
 20. 
  Not Started Allow portal users to work on an action plan to which they've been given access
Low   24 Hours --     -- 
 21. 
  Not Started Generate an alert to plan manager when someone in their hierarchy opens an action plan for the first time.
Normal   10 Hours --     -- 
 22. 
  Not Started Display Account name on Action Plan screen
High Kailash B.   2 Hours --     -- 
 23. 
  Not Started Make the Account name link/pop to the account details screen.
Normal   2 Hours --     -- 
  Est. Total Actual Total  

Incomplete Item is incomplete
Completed Item has been completed
Closed Item has been closed
On Hold Item is on hold

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