dBocl feature breakdown · One Foot Productions

<?xml version="1.0" encoding="UTF-8"?> <documentation> <section id="people_node"> <title>ACCESSING THE PEOPLE NODE</title> <description>From the Main Event Dashboard:</description> <access_methods> <method>The People node is one of the visual "branches" (alongside Schedule, Files, Tasks).</method> <method>Clicking the People node icon on the dashboard takes you to a dedicated People page.</method> <method>Alternatively, you can navigate via the left-side sidebar, which contains a "People" tab for direct access.</method> </access_methods> </section>

<section id="people_page"> <title>PEOPLE PAGE OVERVIEW</title> <description>The People page is the central hub for managing individuals attached to the event. It presents a structured, interactive interface designed for high-volume, flexible personnel management.</description> <subsection id="layout_navigation"> <title>Layout and Navigation</title> <top_bar> <search_bar>Instantly filter people by name, department, tag, or role using real-time search.</search_bar> <filter_button> <description>Opens dropdowns for multi-select filtering:</description> <options> <option>Departments</option> <option>Status (e.g., Confirmed, Invited)</option> <option>Tags (e.g., "Performer", "Volunteer")</option> </options> </filter_button> <sort_options>Sort alphabetically, by status, by department, or last updated.</sort_options> <add_person_button>"+ Add Person" Button: Opens the modal to add a new person (details below).</add_person_button> </top_bar> <view_modes> <grid_view>Cards per person, showing key details.</grid_view> <list_view>Tabular format, good for bulk edits or dense information.</list_view> </view_modes> </subsection>

<subsection id="person_card"> <title>PERSON CARD / LIST ENTRY</title> <description>Each person is shown as a card or row, with interactive hover states and embedded features:</description> <displayed_info> <info>Name</info> <info>Role/Title</info> <info>Department</info> <info>Profile Picture (optional avatar)</info> <info>Current Status: Color-coded (e.g., green for Confirmed, orange for Pending)</info> <info>Tags (customizable keywords like "VIP" or "Security")</info> </displayed_info> <hover_action_menu> <action>Favorite (Star icon): Pins the person for easy access in filters or dashboard.</action> <action>Edit Profile (Pencil icon): Opens full profile editor.</action> <action> <title>Change Status (Dropdown):</title> <statuses> <status>Invited</status> <status>Pending</status> <status>Confirmed</status> <status>Passed</status> <status>Canceled</status> <status>Removed</status> </statuses> </action> <action>Add Note (Note icon): Quick-entry note panel.</action> </hover_action_menu> </subsection>

<subsection id="adding_editing_person"> <title>ADDING OR EDITING A PERSON</title> <description>When you click "Add Person" or edit an existing one, a modal or full-page editor appears. It includes:</description> <basic_info_section> <field>Full Name</field> <field>Preferred Name / Nickname</field> <field>Pronouns</field> <field>Email Address</field> <field>Phone Number</field> <field>Time Zone</field> <field>Country/Region</field> </basic_info_section> <organizational_details> <field>Role/Title (free text or dropdown)</field> <field>Department (dropdown or tag-based)</field> <field>Assigned Tasks (quick view of tasks tied to this person)</field> <field>Status</field> <field>Availability (custom date range or notes field)</field> </organizational_details> <description_bio> <field>Rich text editor allowing you to include bios, links, or relevant context.</field> </description_bio> </subsection>

<subsection id="profile_tabs"> <title>PROFILE TABS</title> <description>Each person's profile has multiple tabs with highly structured information:</description> <tab id="relations"> <title>Relations</title> <features> <feature>Shows linked people (e.g., manager, agent, spouse).</feature> <feature>Hierarchical or lateral relationships.</feature> <feature>Custom relation types (e.g., "Handler", "Assistant").</feature> </features> </tab> <tab id="preferences"> <title>Preferences</title> <features> <feature>Travel preferences (e.g., aisle seat, airline)</feature> <feature>Dietary restrictions</feature> <feature>Lodging preferences</feature> <feature>Accessibility needs</feature> <feature>Custom fields (add new preferences like "Will not fly red-eye")</feature> </features> </tab> <tab id="notes"> <title>Notes</title> <features> <feature>Timeline-style notes system.</feature> <feature> <description>Each note includes:</description> <elements> <element>Timestamp</element> <element>Author (user who added the note)</element> <element>Optional tags</element> <element>File attachments</element> <element>Visibility settings (private to you, visible to team, or visible to event)</element> </elements> </feature> </features> </tab> <tab id="visibility_settings"> <title>Visibility Settings</title> <features> <feature> <description>Define whether this person is:</description> <options> <option>Event-specific</option> <option>Shared across Organization (useful for recurring collaborators)</option> </options> </feature> <feature> <description>Set permission levels:</description> <levels> <level>View-only</level> <level>Can be edited by Admins only</level> <level>Available to guest collaborators</level> </levels> </feature> </features> </tab> </subsection>

<subsection id="status_system"> <title>STATUS SYSTEM</title> <description>Each person can be marked with a status, which affects how they appear in filters and exports:</description> <statuses> <status> <name>Invited</name> <description>Sent invitation but not yet responded</description> </status> <status> <name>Pending</name> <description>Awaiting final details or approval</description> </status> <status> <name>Confirmed</name> <description>Accepted and locked in</description> </status> <status> <name>Passed</name> <description>Considered, but not accepted</description> </status> <status> <name>Canceled</name> <description>Was confirmed but then canceled</description> </status> <status> <name>Removed</name> <description>Not part of this event anymore (but archived for records)</description> </status> </statuses> <note>Status changes are logged for audit/history.</note> </subsection>

<subsection id="tagging_system"> <title>TAGGING SYSTEM</title> <description>Tags allow for deep categorization and filtering:</description> <features> <feature>Freeform or pre-defined tags</feature> <feature>Color-coded</feature> <feature>Used for filtering on the main page and within exports</feature> <feature>Examples: "Performer", "Security", "Keynote", "Allergy"</feature> </features> </subsection>

<subsection id="import_export"> <title>IMPORT & EXPORT</title> <import> <csv_upload>Bulk import people with a template (includes matching fields like name, department, role, etc.)</csv_upload> </import> <export> <description>Export to PDF or CSV:</description> <options> <option>With filters applied</option> <option>Option to include preferences, notes, tasks</option> <option>Can anonymize sensitive data</option> </options> </export> </subsection>

<subsection id="integration_features"> <title>INTEGRATION FEATURES</title> <features> <feature>Assign to Tasks: From the People page, you can assign a person directly to a task or schedule item.</feature> <feature>Mention in Files: Users can be tagged/mentioned in files or comments across the system.</feature> <feature> <title>Communication Hooks:</title> <hooks> <hook>Internal messages</hook> <hook>Email logs</hook> <hook>SMS-ready fields (if enabled)</hook> </hooks> </feature> </features> </subsection>

<subsection id="archiving_history"> <title>ARCHIVING & HISTORY</title> <features> <feature>Past event associations are preserved and viewable on their profile.</feature> <feature>Timeline of changes made (e.g., "Moved to Confirmed by Admin X on May 10").</feature> <feature>Option to archive instead of deleting — useful for maintaining historical data.</feature> </features> </subsection>

<subsection id="permissions"> <title>PERMISSIONS</title> <features> <feature>Different roles (admin, manager, viewer) have different access to view/edit profiles.</feature> <feature> <description>Fine-tuned controls to allow only certain users to:</description> <controls> <control>Edit notes</control> <control>Change status</control> <control>Access private contact fields</control> </controls> </feature> </features> </subsection>

<final_thoughts> <title>FINAL THOUGHTS</title> <description>The People Page is a dynamic, flexible, and deeply interconnected system for managing everyone involved in your event. It's designed to scale from a 5-person team to a 500-person production crew, while preserving clarity, accountability, and customization.</description> </final_thoughts> </section>

<section id="schedule_page"> <title>SCHEDULE PAGE — COMPLETE BREAKDOWN</title> <description>The Schedule Page is the central hub for managing the event's timeline, itineraries, and logistics. It is built for flexibility, real-time updates, and high-density information handling.</description>

<subsection id="interface_overview"> <title>INTERFACE OVERVIEW</title> <primary_view_modes> <calendar_view> <description>Displays all scheduled items as blocks in a traditional calendar format.</description> <features> <feature>Supports daily, weekly, and monthly toggles.</feature> <feature> <description>Each item appears as a colored block with:</description> <elements> <element>Title</element> <element>Start/End time</element> <element>Assigned people</element> <element>Tags (color-coded)</element> <element>Icons indicating attachments or notes</element> </elements> </feature> <feature>Drag-and-drop to reschedule events</feature> <feature>Hover reveals quick details (location, notes)</feature> </features> </calendar_view> <list_view> <description>Chronologically ordered list of all schedule items.</description> <features> <feature> <description>Each row contains:</description> <elements> <element>Time</element> <element>Title</element> <element>Location</element> <element>Assigned people (avatars or names)</element> <element>Status indicators</element> <element>Remaining time countdown</element> </elements> </feature> <feature>Toggleable columns for filtering or focusing on details like call times or addresses</feature> </features> </list_view> </primary_view_modes> <sidebar_filters> <description>Multi-select filters include:</description> <filters> <filter>Date range</filter> <filter>Tags</filter> <filter>Assigned team member(s)</filter> <filter>Call Time events only</filter> </filters> <search_bar>Search bar for keyword lookup (searches across title, location, tags, and notes)</search_bar> </sidebar_filters> </subsection>

<subsection id="creating_editing"> <title>CREATING & EDITING SCHEDULE ITEMS</title> <new_schedule_item_button> <description>Opens a modal or drawer for detailed item creation.</description> <fields> <field> <name>Title</name> <description>Required; brief description of the event item</description> </field> <field> <name>Start/End Time</name> <description>Date and time picker with timezone support</description> </field> <field> <name>All Day Toggle</name> <description>Optional switch for full-day events</description> </field> <field> <name>Call Time Toggle</name> <description>Marks this item as an official call (used for team notifications and filtering)</description> </field> <field> <name>Address</name> <description>Geolocation-enabled field with autocomplete for map data</description> </field> <field> <name>Location Notes</name> <description>Freeform text for parking, entrance info, on-site contacts, etc.</description> </field> <field> <name>Tags</name> <description>Custom tags (e.g., "Tech", "Setup", "Arrival")</description> </field> <field> <name>Description / Additional Information</name> <description>Rich text editor for in-depth notes</description> <features> <feature>Can include formatting, links, and embedded files</feature> </features> </field> <field> <name>Assigned People</name> <description>Select from existing people in the event</description> <features> <feature>Multiple users can be assigned</feature> <feature>Each assignment optionally includes a role or task note (e.g., "Lead Tech", "Backup Driver")</feature> </features> </field> <field> <name>File Attachments</name> <description>Add PDFs, documents, reference material</description> </field> <field> <name>Clone to Other Dates</name> <description>Select dates to replicate this event to (e.g., same setup every day)</description> </field> </fields> <save_options> <option>Save and Close</option> <option>Save and Add Another</option> <option>Save and Notify Assigned (if messaging is integrated)</option> </save_options> </new_schedule_item_button> <editing> <feature>Clicking an item from the list/calendar reopens the modal with all data prefilled</feature> <feature>Tracks version history with timestamps and user edits</feature> </editing> </subsection>

<subsection id="report_generation"> <title>REPORT GENERATION (MAIL ICON FUNCTION)</title> <purpose>Generate sendable and printable itineraries in PDF format — ideal for distribution to staff, vendors, and clients.</purpose> <triggered_by>Clicking the Mail/Envelope icon in the Schedule page toolbar.</triggered_by> <report_builder_interface> <header_customization> <field>Event Name</field> <field>Location</field> <field>Logo (upload or choose org default)</field> <field>Date (single or date range)</field> </header_customization> <body_editor> <feature>Select which schedule items to include (checkbox-based by tag, date, or assigned person)</feature> <feature> <description>Choose level of detail:</description> <options> <option>Just title + time</option> <option>Full location and notes</option> <option>Include attached files (linked or embedded)</option> <option>Include assigned contacts (with roles, phone numbers, emails)</option> </options> </feature> </body_editor> <report_options> <option>Save as preset template</option> <option>Choose export format: PDF (default), DOCX (optional)</option> <option>Send via email to selected recipients or generate sharable link</option> <option>Option to mark private (for internal use only)</option> </report_options> </report_builder_interface> </subsection>

<subsection id="interactive_features"> <title>INTERACTIVE SCHEDULE FEATURES</title> <clone_schedule_items> <description>Easily duplicate a schedule entry to one or multiple dates</description> <features> <feature> <description>When cloning:</description> <options> <option>Can adjust times in batch (e.g., offset by 1 hour)</option> <option>Decide whether to clone assigned people and attachments</option> </options> </feature> </features> </clone_schedule_items> <ics_import_export> <export> <description>Export as .ics: Compatible with Google Calendar, Apple Calendar, Outlook</description> <options> <option>Choose full schedule or filtered subsets</option> <option>Export with local timezone or UTC</option> </options> </export> <import> <description>Import from .ics:</description> <features> <feature>Parses events and attempts to match fields (title, time, notes)</feature> <feature>Manual confirmation required before import is finalized</feature> </features> </import> </ics_import_export> <time_countdown> <feature>Every schedule item in list view shows a "Time Until Event" badge</feature> <feature>Live countdown (e.g., "Starts in 3h 12m")</feature> <feature>Turns red if overdue or missed</feature> </time_countdown> <assigned_people_management> <feature>From schedule item detail, reassign or remove people</feature> <feature>See confirmation status if applicable (e.g., "Accepted" or "Seen")</feature> </assigned_people_management> <comments_notes> <feature>Each item includes a comment thread (internal team only)</feature> <feature>Mention users</feature> <feature>Upload images or documents in-thread</feature> <feature>Thread is time-stamped and searchable</feature> </comments_notes> <attach_files> <feature>Upload files specific to the event item (e.g., location maps, scripts)</feature> <feature>Files appear in a tab below or alongside description</feature> <feature>Files are also available from the Files node under "Referenced in Schedule"</feature> </attach_files> </subsection>

<subsection id="utilities_controls"> <title>UTILITIES AND CONTROLS</title> <search_bar> <feature>Global search for schedule items</feature> <feature>Live filtering as you type</feature> <feature> <description>Searchable fields:</description> <fields> <field>Title</field> <field>Notes</field> <field>Tags</field> <field>Assigned people</field> <field>Addresses</field> </fields> </feature> </search_bar> <tag_management> <feature>Tags are color-coded and user-defined</feature> <feature> <description>Tag filtering supports:</description> <options> <option>Single tag mode</option> <option>Multi-tag (AND / OR logic)</option> </options> </feature> </tag_management> <bulk_actions> <description>Select multiple schedule items and perform actions:</description> <actions> <action>Delete</action> <action>Clone</action> <action>Assign or unassign users</action> <action>Apply tag(s)</action> </actions> </bulk_actions> <audit_log> <description>Each schedule item stores a history of:</description> <history_items> <item>Creation</item> <item>Edits (what changed, who made the change)</item> <item>Clone origin (if applicable)</item> </history_items> </audit_log> </subsection>

<subsection id="permissions_visibility"> <title>PERMISSIONS & VISIBILITY</title> <features> <feature>Role-based control of schedule item visibility:</feature> <feature>Only Admins/Managers can edit or delete</feature> <feature>View-only users see a read-only version</feature> <feature>Items can be marked private (internal only)</feature> <feature>Certain events can be hidden from reports or excluded from exports</feature> </features> </subsection> </section>

<section id="files_page"> <title>FILES PAGE — FULL FEATURE BREAKDOWN</title> <description>The Files Page is the centralized repository for all documents, assets, and media associated with an event. It supports collaborative file management, contextual tagging, fine-grained permissions, and cross-referencing across the entire platform.</description>

<subsection id="access_navigation"> <title>ACCESS & NAVIGATION</title> <access_methods> <method>Accessed through the left sidebar menu under "Files"</method> <method> <description>Also accessible via:</description> <methods> <method>File attachment links in Schedule items, People profiles, or Tasks</method> <method>Global search bar (if enabled for file contents or metadata)</method> </methods> </method> </access_methods> <interface>Interface opens to either a grid view (thumbnail-heavy) or list view (detail-focused), with toggle controls</interface> </subsection>

<subsection id="file_structure"> <title>FILE STRUCTURE & ORGANIZATION</title> <view_modes> <grid_view>Emphasizes file type icons or image previews. Ideal for photos, PDFs, media assets.</grid_view> <list_view> <description>Table with sortable columns like:</description> <columns> <column>File name</column> <column>Type</column> <column>Date uploaded</column> <column>Uploader</column> <column>Tags</column> <column>Mentions</column> <column>Usage count (i.e., how many nodes reference this file)</column> </columns> </list_view> </view_modes> <folder_tagging_system> <feature>Folders are virtual, not hierarchical — they're tag-driven.</feature> <feature>Users can simulate folder structures using consistent tags (e.g., "Contracts", "Logos", "Decks")</feature> <feature>This keeps files highly flexible and multi-categorized</feature> </folder_tagging_system> </subsection>

<subsection id="uploading_files"> <title>UPLOADING FILES</title> <upload_modal> <description>Upload via:</description> <methods> <method>Drag-and-drop area</method> <method>File selector</method> <method>Bulk upload (multi-select from local directory)</method> </methods> <supported_file_types> <category> <name>Documents</name> <types>PDF, DOCX, XLSX, TXT</types> </category> <category> <name>Media</name> <types>JPG, PNG, GIF, MP4, MOV, WAV, MP3</types> </category> <category> <name>Other</name> <types>ZIP, AI, PSD, CSV, JSON</types> </category> </supported_file_types> <metadata_entry> <description>Metadata Entry (Optional or Required by Org Setting)</description> <fields> <field>File Name (editable)</field> <field>Description / Notes</field> <field>Tags</field> <field>Assign to users (for visibility or responsibility)</field> <field> <name>Connect to</name> <options> <option>Schedule items</option> <option>People</option> <option>Tasks</option> </options> </field> <field>Mark as "Sensitive" (see Permissions section below)</field> </fields> </metadata_entry> <progress_feedback> <feature>Real-time upload progress indicators</feature> <feature>Smart duplicate detection (flags already existing filenames or file hashes)</feature> </progress_feedback> </upload_modal> </subsection>

<subsection id="file_detail_view"> <title>FILE DETAIL VIEW</title> <description>Clicking a file opens a detail panel or modal, showing:</description> <preview_panel> <feature>PDF viewer, image viewer, or embedded media player</feature> <feature>Office docs show thumbnails or prompt to download</feature> <feature>Previews are cached for quick loading</feature> </preview_panel> <metadata_panel> <fields> <field>Uploaded by (user avatar and name)</field> <field>Date uploaded</field> <field>File type</field> <field>File size</field> <field>Version history (if versioning enabled)</field> <field>Tags (editable inline)</field> <field>Associated people, schedule items, or tasks</field> <field>Description / Notes (rich text)</field> </fields> </metadata_panel> <mentions> <description>Shows where this file is referenced in the system:</description> <references> <reference>Tasks</reference> <reference>Schedule</reference> <reference>People</reference> <reference>Reports</reference> </references> <feature>Clickable links to jump directly to those items</feature> </mentions> <comment_thread> <feature>Team members can leave comments</feature> <feature>Mentions via @username</feature> <feature>Thread is timestamped, and file activity is logged</feature> </comment_thread> </subsection>

<subsection id="tagging_filtering"> <title>TAGGING & FILTERING</title> <description>Tags function as the primary organization tool.</description> <tags> <feature>Fully customizable</feature> <feature>Color-coded</feature> <feature>Multi-tag support per file</feature> <feature> <description>Used for:</description> <uses> <use>Filtering</use> <use>Report inclusion</use> <use>Access control (optional)</use> </uses> </feature> </tags> <tag_filter_controls> <feature> <description>AND/OR toggle logic:</description> <options> <option>AND: File must include all selected tags</option> <option>OR: File must include any of the selected tags</option> </options> </feature> <feature>Search within tags</feature> <feature>Save tag filter combinations as custom views</feature> </tag_filter_controls> </subsection>

<subsection id="search_sorting"> <title>SEARCH & SORTING</title> <search_bar> <description>Global search across:</description> <searchable_fields> <field>File name</field> <field>Description</field> <field>Tags</field> <field>Mentioned people</field> <field>Uploader name</field> </searchable_fields> </search_bar> <sort_options> <option>Alphabetical</option> <option>Date uploaded</option> <option>File type</option> <option>Most recently accessed</option> <option>Most referenced</option> </sort_options> </subsection>

<subsection id="file_actions"> <title>FILE ACTIONS</title> <description>Available from list view, grid item hover, or file detail view:</description> <actions> <action>Download</action> <action>Rename</action> <action>Replace file (version control — prior version is preserved)</action> <action>Delete</action> <action>Move (applies different tags)</action> <action>Copy link</action> <action> <name>Reference in…</name> <description>Quickly attach to schedule item, person, or task</description> </action> <action>Mark as Required (adds to required files for onboarding, performers, etc.)</action> </actions> </subsection>

<subsection id="permissions_visibility_files"> <title>PERMISSIONS & VISIBILITY</title> <access_control_settings> <description>File-level permissions:</description> <permissions> <permission>Public within event</permission> <permission>Private to uploader</permission> <permission>Restricted to Admins</permission> <permission>Visible to specific users or departments only</permission> </permissions> <sensitive_file_toggle> <feature>When enabled, only users with elevated clearance can access</feature> <feature>Useful for contracts, financial documents, NDAs</feature> </sensitive_file_toggle> </access_control_settings> <role_based_capabilities> <role> <n>Admin</n> <description>Full control (upload, delete, manage permissions)</description> </role> <role> <n>Manager</n> <description>Upload and tag; can't delete others' files</description> </role> <role> <n>Contributor</n> <description>Upload only; can't edit metadata or assign</description> </role> <role> <n>Viewer</n> <description>Read-only access to non-private files</description> </role> </role_based_capabilities> </subsection>

<subsection id="versioning"> <title>VERSIONING</title> <features> <feature>When a file is replaced, older versions are stored and accessible</feature> <feature> <description>Each version includes:</description> <elements> <element>Upload timestamp</element> <element>User who uploaded</element> <element>Change notes (optional)</element> </elements> </feature> <feature>Revert to previous version at any time</feature> </features> </subsection>

<subsection id="integrations_cross_linking"> <title>INTEGRATIONS & CROSS-LINKING</title> <features> <feature> <description>Files can be attached directly to:</description> <attachments> <attachment>People profiles</attachment> <attachment>Schedule items</attachment> <attachment>Tasks</attachment> <attachment>Reports</attachment> </attachments> </feature> <feature>Files mentioned in comments or notes are auto-linked and show context (e.g., "mentioned in Schedule: Rehearsal Day 1")</feature> </features> </subsection>

<subsection id="import_export_files"> <title>IMPORT & EXPORT</title> <export_files> <description>Export selected files as:</description> <options> <option>Downloadable ZIP</option> <option>Linked PDF report with previews</option> </options> <include_options> <option>Metadata</option> <option>Comments</option> <option>Usage references</option> </include_options> </export_files> <import> <description>Upload from:</description> <sources> <source>Local storage</source> <source>Google Drive</source> <source>Dropbox</source> <source>OneDrive (if connected)</source> </sources> <feature>File metadata is auto-filled if possible (e.g., title from Drive)</feature> </import> </subsection>

<subsection id="file_usage_insights"> <title>FILE USAGE INSIGHTS (Optional)</title> <description>See analytics for:</description> <analytics> <analytic>Most viewed/downloaded files</analytic> <analytic>Most assigned files</analytic> <analytic>Dead file count (uploaded but unused)</analytic> </analytics> <filter_usage> <description>Filter usage by:</description> <filters> <filter>Time range</filter> <filter>Tag</filter> <filter>File type</filter> </filters> </filter_usage> </subsection> </section>

<section id="tasks_page"> <title>TASKS PAGE — COMPLETE FEATURE BREAKDOWN</title> <description>The Tasks Page is a centralized workspace for managing event deliverables, deadlines, dependencies, and assignments. It supports hierarchical organization, multi-level filtering, collaboration, and integration with other nodes like People, Schedule, and Files.</description>

<subsection id="interface_navigation_tasks"> <title>INTERFACE & NAVIGATION</title> <access> <method>Via the left-hand sidebar under "Tasks"</method> <method> <description>Also accessible from:</description> <methods> <method>The main event dashboard node ("Tasks" icon)</method> <method>Individual profile pages (shows tasks assigned to that person)</method> <method>Milestones module (optional)</method> </methods> </method> </access> <main_display_layout> <description>Two primary view modes:</description> <views> <view> <n>Flat List View</n> <description>Displays all tasks chronologically or by filter</description> </view> <view> <n>Milestone Grouped View</n> <description>Groups tasks under collapsible milestone headers</description> </view> </views> <quick_filters_toolbar> <filter> <n>Status</n> <options>All, Open, In Progress, Complete, Overdue</options> </filter> <filter> <n>Due Date</n> <options>Today, This Week, Custom Range</options> </filter> <filter> <n>Assigned To</n> <options>Select one or more users</options> </filter> <filter>Tags</filter> <filter>Milestone</filter> </quick_filters_toolbar> <sort_options> <option>By due date</option> <option>Alphabetically</option> <option>By creation date</option> <option>By status</option> <option>By priority (if enabled)</option> </sort_options> </main_display_layout> </subsection>

<subsection id="creating_editing_tasks"> <title>CREATING & EDITING TASKS</title> <add_task_button> <description>Opens a modal with deep configuration options</description> <task_fields> <field> <n>Title</n> <description>Required short summary of the task</description> </field> <field> <n>Description</n> <features> <feature>Rich text input</feature> <feature>Can include lists, bullet points, links, and formatting</feature> <feature>Optionally mention people or link to files/tasks</feature> </features> </field> <field> <n>Due Date</n> <features> <feature>Date and time picker</feature> <feature>Can be left blank for ongoing tasks</feature> </features> </field> <field> <n>Status</n> <statuses> <status>Open (default)</status> <status>In Progress</status> <status>Complete</status> <status>Blocked</status> <status>Overdue (auto-applied)</status> </statuses> </field> <field> <n>Assigned To</n> <features> <feature>One or more people</feature> <feature>Inline display of avatars or names</feature> <feature>Optional assignment note per assignee (e.g., "Please review contract")</feature> </features> </field> <field> <n>Milestone Association</n> <features> <feature>Optional</feature> <feature>Tasks can be grouped under a milestone (e.g., "Pre-Production", "Wrap Day")</feature> </features> </field> <field> <n>Tags</n> <features> <feature>User-defined, color-coded</feature> <feature>Examples: "Urgent", "Client-Facing", "Logistics"</feature> </features> </field> <field> <n>Attachments</n> <features> <feature>Files added directly to the task (PDFs, spreadsheets, etc.)</feature> <feature>Previews shown below the description</feature> </features> </field> <field> <n>Subtasks</n> <features> <feature>Collapsible inline list</feature> <feature>Each subtask includes checkbox, description, and optional assignee</feature> </features> </field> <field> <n>Priority (Optional Setting)</n> <options>Low, Medium, High, Critical</options> <usage>Used for sorting and filtering</usage> </field> <field> <n>Watchers</n> <description>People who are notified of changes but not directly assigned</description> </field> </task_fields> </add_task_button> </subsection>

<subsection id="task_list_functionality"> <title>TASK LIST FUNCTIONALITY</title> <task_entry_contents> <description>Each task entry in the list includes:</description> <elements> <element>Checkbox (to mark complete)</element> <element>Task title</element> <element>Assignee avatars</element> <element>Due date</element> <element>Status indicator (color-coded pill)</element> <element>Tags</element> <element>Attached file icon (if files present)</element> <element>Milestone label (if grouped view is off)</element> </elements> </task_entry_contents> <hover_actions_quick_menu> <actions> <action>Edit task</action> <action>Add subtask</action> <action>Comment</action> <action>Change status</action> <action>Add tag</action> <action>Assign/remove people</action> <action>Duplicate</action> <action>Move to another milestone</action> <action>Delete</action> </actions> </hover_actions_quick_menu> <bulk_actions> <description>Bulk Actions (multi-select checkbox system):</description> <actions> <action>Mark complete</action> <action>Assign to person or team</action> <action>Change due date</action> <action>Apply/remove tag</action> <action>Delete</action> <action>Move to milestone</action> </actions> </bulk_actions> </subsection>

<subsection id="milestones"> <title>MILESTONES (OPTIONAL STRUCTURE)</title> <description>Milestones serve as task containers that represent project phases or deliverable groups.</description> <milestone_features> <feature>Custom titles</feature> <feature>Start and end date (timeline visualization optional)</feature> <feature>Collapse/expand all associated tasks</feature> <feature>Milestone-level notes section (can be used as a header comment)</feature> <feature>Milestone can be marked complete independently of tasks</feature> <feature>Tasks can be freely moved between milestones</feature> </milestone_features> </subsection>

<subsection id="comment_threads"> <title>COMMENT THREADS</title> <description>Each task contains an internal comment thread for collaboration:</description> <features> <feature>Markdown support</feature> <feature>Mention people by @username</feature> <feature> <description>Thread shows:</description> <elements> <element>Timestamp</element> <element>Author</element> <element>Edited history</element> </elements> </feature> <feature>File attachments allowed</feature> <feature>Links auto-embed previews (e.g., attached documents, related tasks)</feature> </features> </subsection>

<subsection id="task_relationships"> <title>TASK RELATIONSHIPS & DEPENDENCIES</title> <linked_tasks> <description>Tasks can reference each other:</description> <relationships> <relationship>"Blocked by"</relationship> <relationship>"Related to"</relationship> <relationship>"Duplicate of"</relationship> </relationships> <feature>Link tasks across milestones or projects</feature> </linked_tasks> <dependency_logic> <description>Dependency Logic (if enabled)</description> <features> <feature>Task B can't be marked complete until Task A is done</feature> <feature>Visual warning shown on blocked tasks</feature> <feature>Auto-update notifications when dependencies are cleared</feature> </features> </dependency_logic> </subsection>

<subsection id="file_attachments_tasks"> <title>FILE ATTACHMENTS</title> <features> <feature>Files can be uploaded directly or linked from the Files Page</feature> <feature>Supports drag/drop</feature> <feature>Inline previews for images, PDFs</feature> <feature> <description>Each attachment includes:</description> <elements> <element>File name</element> <element>Type icon</element> <element>Upload time</element> <element>Who uploaded it</element> </elements> </feature> </features> </subsection>

<subsection id="task_filtering_search"> <title>TASK FILTERING & SEARCH</title> <advanced_filters_panel> <description>Combine filters for:</description> <filters> <filter>Tags</filter> <filter>Assigned user</filter> <filter>Due date</filter> <filter>Status</filter> <filter>Milestone</filter> <filter>Has file / No file</filter> <filter>Has comment / No comment</filter> </filters> </advanced_filters_panel> <search_bar> <feature>Instant search by task name</feature> <feature> <description>Optionally searches:</description> <search_areas> <area>Task description</area> <area>Comments</area> <area>Tags</area> <area>Subtasks</area> </search_areas> </feature> </search_bar> </subsection>

<subsection id="user_assignments_notifications"> <title>USER ASSIGNMENTS & NOTIFICATIONS</title> <features> <feature>Assignees receive in-app or email notifications</feature> <feature>Changing task status triggers optional notifications</feature> <feature>Watchers receive updates without being responsible for completion</feature> <feature>Users can view all their assigned tasks in their dashboard or profile</feature> </features> </subsection>

<subsection id="permissions_visibility_tasks"> <title>PERMISSIONS & VISIBILITY</title> <role_based_access> <role> <n>Admin</n> <description>Full access, create/edit/delete any task</description> </role> <role> <n>Manager</n> <description>Can edit tasks they create or are assigned to</description> </role> <role> <n>Contributor</n> <description>View and comment, limited create permissions</description> </role> <role> <n>Viewer</n> <description>Read-only access</description> </role> </role_based_access> <task_visibility> <description>Tasks can be made:</description> <options> <option>Public to the event team</option> <option>Private to specific departments or individuals</option> <option>Hidden from reports or exports</option> </options> </task_visibility> </subsection>

<subsection id="import_export_tasks"> <title>IMPORT / EXPORT</title> <csv_import> <feature>Supports mass task upload using a template</feature> <feature>Field mapping wizard for name, due date, assignee, etc.</feature> <feature>Imports subtasks, tags, and milestone links</feature> </csv_import> <export_options> <description>Export filtered tasks to CSV or PDF</description> <include_options> <option>Task name, status, due date, assignees</option> <option>Comments (optional)</option> <option>File names (optional)</option> </include_options> </export_options> </subsection>

<subsection id="audit_log_history_tasks"> <title>AUDIT LOG & HISTORY</title> <description>Every task keeps a full change history:</description> <history_items> <item>Created by</item> <item>Edited by (and what was changed)</item> <item>Status updates</item> <item>Reassignments</item> <item>Subtask completions</item> </history_items> <features> <feature>Timestamped and sortable</feature> <feature>Viewable from task detail modal</feature> </features> </subsection> </section>

<section id="travel_page"> <title>TRAVEL PAGE — FULL FEATURE BREAKDOWN</title> <description>The Travel Page is designed to manage all travel-related logistics for individuals involved in the event. It serves as a real-time manifest, coordination tool, and communication bridge for travel planners, guests, and operational staff.</description>

<subsection id="access_navigation_travel"> <title>ACCESS & NAVIGATION</title> <access_methods> <method>Left-hand sidebar "Travel" tab</method> <method>Quick-access node from the main event dashboard</method> <method>Direct link from People profiles (shows only their travel)</method> <method>Related item links from Schedule or Tasks (e.g., "Pickup linked to Flight")</method> </access_methods> </subsection>

<subsection id="layout_modes_travel"> <title>LAYOUT MODES</title> <primary_view_types> <view> <n>Manifest View (Table)</n> <description>Lists all people with travel records</description> <row_contents> <content>Name</content> <content>Travel type (Flight, Train, Car, etc.)</content> <content>Origin</content> <content>Destination</content> <content>Arrival/Departure time</content> <content>Status</content> <content>Linked Schedule items or Tasks</content> </row_contents> </view> <view> <n>Itinerary View (Individual-Centric)</n> <description>Focuses on one person at a time</description> <features> <feature>Displays a timeline of their travel segments, accommodations, and pickups</feature> <feature>Ideal for concierge-style travel planning</feature> </features> </view> <view> <n>Calendar View (Optional)</n> <description>Travel plotted against a date view</description> <usage>Useful for managing group movements, arrivals, and accommodations</usage> </view> </primary_view_types> </subsection>

<subsection id="people_travel_profiles"> <title>PEOPLE TRAVEL PROFILES</title> <description>Every person in the event can have zero or more travel entries. These entries are shown in both:</description> <locations> <location>Their People Profile under a "Travel" tab</location> <location>The central Travel Page</location> </locations> </subsection>

<subsection id="creating_editing_travel"> <title>CREATING & EDITING TRAVEL ENTRIES</title> <add_travel_entry> <description>Add Travel Entry (via button or inline) Opens a modal/drawer with configuration fields.</description> <general_fields> <field> <n>Travel Type</n> <options> <option>Flight (Commercial or Charter)</option> <option>Train</option> <option>Bus</option> <option>Rideshare / Car Service</option> <option>Driving (Self-drive)</option> <option>Lodging / Hotel (for accommodation tracking)</option> </options> </field> <field> <n>Direction</n> <options> <option>Arrival</option> <option>Departure</option> <option>Round-trip</option> </options> </field> <field> <n>Person(s) Involved</n> <description>Assign one or more people (dropdown or bulk-add)</description> </field> <field> <n>Trip Purpose (optional freeform or tag)</n> <examples>"Rehearsal Arrival", "Loadout Departure", "Guest Appearance"</examples> </field> </general_fields> <timing_location_fields> <field> <n>Departure Date & Time</n> </field> <field> <n>Arrival Date & Time</n> </field> <field> <n>Timezone awareness</n> </field> <field> <n>Departure Location</n> <description>Airport, station, address, or city</description> <feature>Optional IATA/ICAO code</feature> </field> <field> <n>Arrival Location</n> </field> <field> <n>Carrier / Vendor (e.g., Delta, Uber, Hertz)</n> </field> <field> <n>Travel Number</n> <description>Flight number, train number, car service reference</description> </field> </timing_location_fields> <extras> <extra> <n>Pickup/Drop-off Arrangements</n> <checkbox>Checkbox: "Needs ground transport"</checkbox> <link>Link to existing or new Schedule item (e.g., driver meet-up)</link> </extra> <extra> <n>Booking Status</n> <statuses> <status>Not Booked</status> <status>Booked</status> <status>Confirmed</status> <status>Ticketed</status> <status>In Transit</status> <status>Arrived</status> <status>Canceled</status> </statuses> </extra> <extra> <n>Reference Documents</n> <description>Attach PDFs (e.g., boarding pass, e-ticket, reservation email)</description> <feature>View inline or open in Files Page</feature> </extra> <extra> <n>Notes</n> <description>Add internal coordination notes</description> <feature>Tag other team members</feature> </extra> </extras> </add_travel_entry> </subsection>

<subsection id="travel_entry_display"> <title>TRAVEL ENTRY DISPLAY</title> <manifest_list_view> <description>Manifest/List View (Row Contents):</description> <contents> <content>Person Name</content> <content>Travel Type (icon)</content> <content>Route (Origin → Destination)</content> <content>Departure/Arrival time</content> <content>Status badge (color-coded)</content> <content>Attachments (paperclip icon)</content> <content>Tags (e.g., VIP, Late Night, First Time)</content> <content>Linked Schedule items (with jump link)</content> <content> <n>Action icons</n> <actions> <action>Edit</action> <action>Duplicate</action> <action>Delete</action> <action>Mark as Complete</action> </actions> </content> </contents> </manifest_list_view> <color_indicators> <description>Each row can be visually coded:</description> <coding_types> <type>By status</type> <type>By lateness (e.g., missed check-in)</type> <type>By person role (optional legend)</type> </coding_types> </color_indicators> </subsection>

<subsection id="lodging_accommodations"> <title>LODGING & ACCOMMODATIONS</title> <description>Lodging is treated as a travel subtype or parallel module.</description> <lodging_fields> <field>Hotel Name</field> <field>Check-in / Check-out dates</field> <field>Address</field> <field>Room Number (optional)</field> <field>Room Type</field> <field>Confirmation Number</field> <field> <n>Payment Responsibility</n> <options> <option>Covered by Org</option> <option>Paid by Guest</option> </options> </field> <field>Linked Person(s) (one or more)</field> <field>Special Needs / Notes</field> <field>Attach Reservation Documents</field> </lodging_fields> <lodging_visibility> <description>Lodging entries can appear:</description> <locations> <location>In a person's travel timeline</location> <location>In manifest view (as hotel rows)</location> <location>Filtered separately in the Travel Page</location> </locations> </lodging_visibility> </subsection>

<subsection id="scheduling_coordination"> <title>SCHEDULING & COORDINATION</title> <linking_to_schedule> <description>Every travel entry can be linked to a Schedule item:</description> <items> <item>Pickup</item> <item>Check-in time</item> <item>Call time</item> </items> <when_linked> <feature>Schedule item appears on travel entry</feature> <feature>Travel note appears in the schedule editor</feature> <feature>Dual editing allowed (e.g., change flight time updates pickup automatically)</feature> </when_linked> </linking_to_schedule> </subsection>

<subsection id="duplication_batching"> <title>DUPLICATION & BATCHING</title> <duplicate_entry> <description>Create a copy of an existing travel entry for another person</description> <options> <option>Keep all details (e.g., for band or group)</option> <option>Shift time offset (e.g., 30 mins later)</option> </options> </duplicate_entry> <batch_actions> <actions> <action>Assign same trip to multiple people</action> <action>Update booking status in bulk</action> <action>Export selected travel data</action> </actions> </batch_actions> </subsection>

<subsection id="filtering_searching_travel"> <title>FILTERING & SEARCHING</title> <filter_sidebar_toolbar> <description>Filter Sidebar / Toolbar By:</description> <filters> <filter>Date range</filter> <filter>Person</filter> <filter>Travel type</filter> <filter>Status</filter> <filter>Tag</filter> <filter>Carrier</filter> </filters> </filter_sidebar_toolbar> <search> <description>Searches across:</description> <search_areas> <area>People names</area> <area>Locations</area> <area>Carrier</area> <area>Notes</area> <area>Flight/train numbers</area> </search_areas> </search> </subsection>

<subsection id="permissions_privacy_travel"> <title>PERMISSIONS & PRIVACY</title> <travel_entry_visibility> <description>Travel entries can be:</description> <options> <option>Visible to entire event team</option> <option>Visible only to travel admins</option> <option>Visible to individual + assigned planner</option> </options> </travel_entry_visibility> <sensitive_data> <description>Sensitive data (e.g., passport #s, personal contact info) can be marked as Private Fields:</description> <features> <feature>Hidden for non-authorized users</feature> <feature>Only editable by admins or designated travel managers</feature> </features> </sensitive_data> </subsection>

<subsection id="import_export_travel"> <title>IMPORT / EXPORT</title> <export_options> <option> <n>Full travel manifest (PDF or CSV)</n> <features> <feature>Filters respected</feature> <feature>Option to group by person or by travel segment</feature> <feature>Option to include attached files</feature> </features> </option> <option> <n>Individual itineraries</n> <features> <feature>PDF with branding</feature> <feature>Includes only relevant segments per person</feature> <feature>Optional email/send function</feature> </features> </option> </export_options> <import_options> <option> <n>Bulk upload template (CSV)</n> <description>Each row includes:</description> <row_contents> <content>Name</content> <content>Travel type</content> <content>Route</content> <content>Times</content> <content>Carrier</content> <content>Notes</content> </row_contents> <feature>Validation system highlights issues before final import</feature> </option>