Client Card Dashboard View

We need to create saved views for the client care dashboard. As the company grows there will be more and more companies and more services. We need the ability to save a view. This would required a new schema.

The saved items would be:

  1. brands selected
  2. Addon services selected
  3. Employees selected - From the past feedback
  4. time period IF a default one like "last month" is selected

Then we need a view name, users that can see the view so the ability to assign this view to a subset of users. Then finally a created by and at.

When you click client card dash, it should actually go to the select a view screen first. This screen should be a list of cards the have the title, users images, and the things that are selected. Or you can click new which would be a card with a dashed boarder and a plus sign. Check this page for example:

https://www.attik.ai/tasks

Let me know if you have questions.

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Upvoters
Status

Completed

Board
🏠

Main App

Date

About 2 months ago

Author

Linear

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