Outlines by Spaces
Team Hub Document: Page Structure and Outline
1. Home
Brief introduction and welcome note personalized for the team member. Admin Hub (if access is permitted) Client Dashboards (filtered to relevant clients/projects) 2. My Tasks
Synced from Admin Hub, filtered by assignee. Clickable tasks leading to detailed view: Adjust deadlines (if permitted) 3. Project Overviews
List of projects the team member is involved in. Client Information (if applicable) Visual indicators (e.g., progress bars) showing project completion percentage. 4. Milestones & Deadlines
Changes in milestone dates 5. Client Communications
Synced from Client Dashboards: Specific feedback linked to relevant tasks or projects. Space to draft and log responses to client communications. Option to tag relevant team members. 6. Personal Notes
Private note-taking area for the team member. Section to jot down ideas related to projects or tasks. 7. Resources & Documentation
Access to project-specific documents and files. 8. Team Calendar
Visual calendar displaying: Information on upcoming meetings: 9. Notifications & Alerts
Customize preferences for: Mobile push notifications 10. Team Collaboration
Internal messaging system for team collaboration. Schedule and join virtual meetings. Meeting notes and recordings archive. 11. Cross-Doc Links
Links to relevant sections in the Admin Hub (if permissions allow). Quick access to client-specific dashboards for projects involved in. Consistent header or sidebar with links to all major sections. 13. Help & Support
Contact information for IT support or admin assistance. Form to submit feedback about the Team Hub. Guides on how to use different features of the Team Hub. Additional Notes:
Consistent Layouts and Naming Conventions: Ensure that page layouts mirror those in the Admin Hub and Client Dashboards for familiarity. Use clear, descriptive headings like "My Tasks," "Project Overviews," and "Client Communications." Each team member's view is personalized based on their assignments and permissions. Sensitive information from Admin Hub is only visible if permitted. Personal Task Notifications: Automated alerts for new tasks and approaching deadlines. Comment Sync: Real-time updates when clients provide feedback on tasks. Utilize Coda.io’s Cross Doc feature to keep information updated across the Admin Hub, Team Hub, and Client Dashboards. Ensure one-way or two-way syncing is set up appropriately to maintain data integrity and security. By organizing the Team Hub with this structured page outline, team members will have a centralized and efficient workspace tailored to their needs. This structure promotes clarity, enhances productivity, and aligns with your company's emphasis on streamlined workflows and transparency.
Integration