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Org-OS | The Source Platform
Org-OS | The Source Platform
Manifesto
TODO
Daily-Dev-Notes
Form-Generator
Architecture
Questions - Decisions
AI Instructions
Steps
Pricing
Biz-Dev-TODO
The-Source Investment Opportunity
The-Source Proposal for Small Businesses and Chamber of Commerce
Loans
Marketing
Stages of Growth
Proposal/Presentation for Foundations/Philanthropy
AI Coding Considerations
Field-Management
More
Share
Explore
TODO
Source-Roadmap
Source-Roadmap
Sprint: Nov 18 - Dec 5
Actions
Scheduled Auto-Actions
Checklists Section Trigger
UI
Datagrid - Reports/H-Forms
Add/Edit Forms
Templates
My Next 5 Moves
Sections and Ordering
List-Items API
Filters & Sorting API (uses a lot of the Sections/Ordering)
Choose WYSIWYG Tool
Documents-Upload
Templates Gen and SysEmail to send (for the MFA and Password Reset)
Auto-Actions and Checklists
comes after Templates since they are heavily used
Permissions Tables Setup and Checked properly
API
Postman Testing
Logging
Unified Modification Layer
View_Mods
“views” - add/edit records
“views” - get records
for Forms and for Reports
List-Management
Doc-Upload
Filters/Criteria/Sort
Permissions
make sure we can restrict access to records
Table & Field-Sections
UI
Add/Edit Forms
See Omma’s setup
with real-time Error-Handling
Sep 1
Login
API for
Create Contact Record
with Login and Permissions
Create Time Logs
Edit Time Logs
if can
List-Management
Add, Edit & Delete List Items
permissions check for edit
and can-view all
Sep 16
UI
Criteria
Reports
Templates
Sep 30
UI for Forms and Error Handling
Oct 16
Auto-Actions and Checklist
Oct 30
Auto-Grants
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