Job Description

WEBFEAT COMPLETE PROJECT MANAGEMENT SOFTWARE

Production.webfeatcomplete.com

Branded with webFEAT Logo
Welcome to your webFEAT Complete website management dashboard with some additional verbiage

AUTO SAVE DATA Would like all entries to auto save? Is this possible? We had issues with a prior form that the user would enter all of their data and not click submit. If not, then we need a SAVE BUTTON, and if the user goes to leave the page, a popup needs to appear to say, “You did not save your information. Do you want to save now? Leaving this page will NOT submit your data. (nice big warning popup)

If we have to use save buttons versus auto-save, we will need a popup if they try to leave the page, that says, “You have not saved your entries. Would you like to save now?”

I want this to be a system that we can sell later to other companies. It could still be on our servers and on a subdomain of their domain, but it needs to be easily picked up and placed on their domain but on our servers. When done, we will probably create it on a different domain to sell it. EX: www.projectmanager.com and then put a new customer's system on https://companyA.projectmanager.com (doubt that that domain is actually available)

Development question:
In ACT, we have what is called a task series. It is a list of tasks that are assigned to either the series creator or preassigned with a priority to a specific user. Can we create this within this system. It could be a phase two? Thoughts?

Eventually, I would like for this system to be able to communicate with Quickbooks for billing. Keep this in mind as we build.

On All Tasks:

Task Priority Urgent (in Red), High, Medium, Low
Task Status: New, Issue, Completed
Task Type: Contract, Program, Billable, Rework
User Type: Admin, Customer, Team Member
Company Type: Project, Billable Work, Program, Charity

Dashboards:
All will contain: Important News & Updates section.
Customer Tabs: Company Profile, Task Management, Support
Team Member Tabs: My Tasks, Customers
Admin Tabs: Customers, Task Management, User Management, News Management

LOGIN PAGE
Depending on login, the user will either be directed to the admin page, the customer’s page or the
Team Member page

Add News & Updates at the top that will allow the admin to message ALL customers with any important updates. For now, this will say, “Welcome to Your Customer Portal” Give enough space for about 300 words?

Login: with captcha and forgotten Password
Login (first time login)

User Name: Company Name or Email address-allow both to work.
Password is Company Phone number (Area code and phone) control the way it is entered by showing an example above the field or in the field.
Reset password link so the password. Allow the user to reset their password.

NOTE: We will send each client an email with instructions on how to login for the first time.
Admin can control passwords and will set them for each Team Member, but can also set them for a customer.

CUSTOMER DASHBOARD

Login Page: Tabs for Company Profile, Task Management, Support
Dashboard will contain a list of all tasks created within the last 30 days and a button to create a new task.
Fields for the task list: Task Name, Task #, Create date, Task Status.
Customer will have the ability to reopen the task and add notes to the task in case there are issues. This should change the task status as NEW, but not change the create date. The customer should get a popup to change the status to new and to save their change.

Company Profile:
Company Information: Company Name, Contact Name, Contact Email, Secondary Contact Name,
Secondary Contact Email. Company Type, Phone Number, Mobile Number, User Name, Password (ability to change password with a reset email)

New Site Design:
Dev URL, Cloud Account URL, Cloud Account Username, Cloud Account Password, iStock Board URL,
Make the URL’s clickable in a new tab.

Hosting and Domain Info:
Live Site Domain, Design Site Dev URL, Registrar, Registrar Username, Registrar Password, Is 2FA enabled? (Yes/No) Delegate Access (dropdown for Granted or Needed) Include links to the Registrar form on our site https://www.webfeatcomplete.com/registrar-hosting-info

Documents:
Document name, date, Click to view file or download file,
Files will be Excel, JPG, Word Docs and PDF files.

NOTE: We will import all of this data for the start up from the ACT customer records and then when we add a new client, we will need to be able to import a single record from ACT OR key it in manually.

Task Management..
Need to be able to filter the list by date range, task status, task #
List View:
List all open tasks at the top.
List all tasks from the last 30 days with ability to “See More”
Field List: Task Name, Task #, Task Status

Create a New Task
Fields: Drop down for URL: could be dev url or live url, (If there is a dev url, then there needs to be a dropdown) Task Name, Task # (auto create this number for reference) , Task URL’s, (popup to explain that this will be the URL for the changes), control field input on this. (http/https://) Task Description
(notes field) upload images, upload documents. Task will inherit the billing status listed in their profile.
Email will be sent to client and to production@webfeatcomplete.com with a summary of the task. The email subject line will be NEW WORK: the company name and the name of the task, it will come from production@webfeatcomplete.com so that the user can reply.

New Tasks: (Not yet assigned to an Team Member)
With the following fields: Company name, Task Name, Task Number Create Date, Status (New)
Status on new tasks created by the customer will automatically have a status of new

All Tasks
Fields: Task Name, Task Status (New, Completed, In process, On Hold, Rework ) Date Completed (if applicable) Task Duration (time that it took to do the task) Assigned to (Team Member name) or Not Yet
Assigned.

Completed Tasks
Task Name Date Completed Time(time that it took to do the task)
Ability for the user to select a task and click on it to request changes or note that work was not completed correctly. This will put the task into the NEW Task listing for the admin so that it can be reassigned for Rework. Tasks will be in list view with the newest at the top of the list.

Tasks in Process
Task Name, Create Date,

Issues on Tasks (Holding)
Put these in RED on the list
Task Name , Task Issue (notes field) What is needed?
If the status of this task is changed to In Process, it should then appear

All tasks should have the ability to click/open the task to edit it or to click to send the task to the associated customer (s) with the subject line: URGENT HELP NEEDED: Company name, Task Name
Body of email will contain the issue. Email will be from production and will go to all company emails on file.

Communication:
Site Outage or Email Issues: (This is NOT for site changes or updates)
Small form: prepopulate company name, contact name, email. Allow user to enter the “issue”. Email this form to support@webfeatcomplete.com which will automatically create a support ticket. The email should be from the main contacts email address so that the support system can reply to them.

Request a Design Review Meeting
Verbiage and Click Here. https://appt.link/web-feat-complete-design-meeting

Admin Dashboard

Page will load to a dashboard that will have a News & Updates section off to the side and tabs for
Customers, Task Management, User Management, News Management
This page will also contain a list of all open tasks. AND A SEPARATE SECTION AT THE TOP for any tasks that are classified as NEW>
Provide ability to sort this list. Show these fields: Company name, , task name,task # task status, billing type, create date, assigned to,

Customers
View All

Select a customer
Email a customer (goes to all emails on the company profile)

Ability to import a new customer
Ability to manually add a new customer
Ability to edit an existing record

News & Updates:
Ability to add, edit and delete a message that appears on the customer's dashboard.
Ability to add, edit and delete a message that will appear on the Team Member dashboard.

Task Management
View All Tasks:
Company name, task name, Task #, task status, assigned to, Create Date, Completed Date, Billing Status
New Tasks: (tasks not yet assigned to an Team Member) Will automatically move to in process once an
Team Member has been assigned.

If the admin is viewing a single customer, I want to be able to see the list of completed work and have it automatically tally the amount of time of all the tasks, so I can see how much time was used on a project without having to manually add it up. That means durations should probably always be added by the designer or dev in minutes to make this easier.

Add a task
Find company through the list view OR through a search field

Fields: Company Name, (search box), Drop down for URL: could be dev url or live url, (If there is a dev url, then there needs to be a dropdown) Task Name, Task #, Task URL’s, control field input on this.
(http/https://) – so that they are clickable, Task Description (notes field) upload images, upload documents. Task will inherit the billing status listed in their profile

Email will be sent to client and to production@webfeatcomplete.com with a summary of the new task.
The email subject line will be NEW WORK: the company name and the name of the task it will come from production@webfeatcomplete.com so that the user can reply. Message: Thank you for submitting your recent work request. You can login to check the progress of this task at https://production.webfeatcomplete.com

Ability to add a recurring task

Company name, Task Name, Task # (system field), Priority, Details of Task, Create Date (created by the system) Create a task and have it recur weekly on specific day of the week, or monthly on specific date of the month. Ability to assign it to an Team Member. Ability to assign a priority of ISSUE, urgent, high, medium, low,
Only ONE (the most upcoming task will be listed in Work In Process)

Views of tasks can be done with a dropdown/filter
Allow to filter by completion date as well.

Add New
Select Client (Search function needed here)
Add task:

Ability to assign to an Team Member with a status of Urgent, High, Medium, Low,
REWORK

Show create date and date to be completed.
Ability to add a task that recurs (daily, weekly, monthly, annually)
Ability to change billing status
Upload documents and images associated with the task.

VIEW TASKS

Need the ability to filter the tasks by any of the below fields. Company name, task #, or date range, or billing status (with a drop down for billable work, project based, or program)

Each task will always have an “email button” that says Contact Client. This button will email all client emails on their profile. Subject line: We have a question on task # Please login to your customer portal and provide the necessary information so we can continue your work.
Email should have no reply email?
Email Signature:
Have a great day!
The webFEAT Complete Production Team
513.272.3432 www.webfeatcomplete.com

On Hold
Company name, task name, Task #, create date, assigned to, ability to edit task, priority, ability to email task and summary to the client to all emails on the record.

In Process
Company name, task name, task #, create date, assigned to, ability to edit task, priority

Completed Tasks (list view)
Company name, task name, task #, task completion date, design notes, assigned to, priority, duration
Ability to reopen the task and reassign to an Team Member if work was not completed correctly.
Ability to click a button to email the company contacts with a completed work notice

Email will be from production@webfeatcomplete.com The email will be to all clients on the record. The subject line: COMPLETED WORK NOTICE, task name,

Need to be able to change billing status to NOT Billable, or Billable

Billable Work
All tasks with a status of Billable will appear here
Accountant can change status of the task to billing complete and it will disappear from the list
Show the following fields: Company name, task name, task #, duration, date created

Billing Complete
All tasks with a status of billing complete
Show the following fields, Company Name, task name, task #, duration, date created, date billed

Team Members:
Ability to add, edit and delete an Team Member

Team Member DASHBAORD
Team Member Dashboard: News & Update, list of open tasks sorted by priority, Tabs for Customers, My
Tasks,
Customers (view list with ability to select one) Search function here as well.

My Tasks
There will be a “list view” and then the Team Member can click on a task to get an expanded view of the single task with all fields shown.

List view:
Filter: Ability to filter the tasks by status, date created, date completed (date range), company name, task #

View: Company name, task name, task #, priority, date assigned,
Show tasks in order of priority with Urgent at top and low at the bottom
Ability to change status to Complete. Ability to change billing status to Billable Work or Not
Billable. Ability to reassign to another Team Member, ability to enter notes on the task (will need a bit of space on this. Team Member is REQUIRED to enter time in minutes.

Expanded Task View:
When the Team Member clicks on a task they will see an expanded view with all task field, They can enter notes, change status, reassign to another Team Member, change billing type, add notes.

When a task status is changed to completed, IF THE BILLING STATUS IS BILLABLE WORK, it will send an email to accounting@webfeatcomplete.com with the details of the work. The email will be from production@webfeatcomplete.com The subject line of the email will contain the company name and task name, task #, and BILLABLE WORK.

My Tasks on Hold
View list of all tasks that were assigned to them. Company name, Task Name, Duration, Date Created,
Issue

PHASE TWO:
Can we integrate/export a billable task directly into quickbooks? Could we associate all customer records with their Quickbooks account and then show balance dues and allow them to make a payment through the site?

Job Type: Temporary

Pay: Up to $17.00 per hour

Experience:

• PHP: 3 years (Required)
• Java: 3 years (Required)

Work Location: Remote

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