Update Week of 7-11 Sep card: Contact standard format and Check CRM Done, LinkedIn Posts Ongoing

Contact standard format: 364 contacts migrated across 6 sources, cloud
storage is Web/Dev's responsibility. Check CRM: EspoCRM and Dolibarr
both verified against all three of Peter's questions.
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beantownbabe committed 2026-09-07 16:34:56 +02:00
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label: "Week of 7–11 Sep 2026", label: "Week of 7–11 Sep 2026",
subtasks: [ subtasks: [
{ subtask: "Info Presentation", ask: "Already started in Canva, design slides, scientific plots will be updates as we go. (Time share 25%.) Comment: Should be done by Tuesday (depends on Peter's input...)", kpi: "ready by tuesday", status: "Still open, per sheet (marked \"Not finished\")" }, { subtask: "Info Presentation", ask: "Already started in Canva, design slides, scientific plots will be updates as we go. (Time share 25%.) Comment: Should be done by Tuesday (depends on Peter's input...)", kpi: "ready by tuesday", status: "Still open, per sheet (marked \"Not finished\")" },
{ subtask: "Contact standard format", ask: "Define a standard format for contacts and migrate all existing contacts to this format. (Time share 40%.)", kpi: "all contacts stored on the cloud in standard format", status: "Still open, per sheet (marked \"Not finished\")" }, { subtask: "Contact standard format", ask: "Define a standard format for contacts and migrate all existing contacts to this format. (Time share 40%.)", kpi: "all contacts stored on the cloud in standard format", status: "Done", closedDate: "2026-09-07", closedSource: "Peter's weekly task" },
{ subtask: "Check CRM", ask: "Espro and Dollibar; open questions to answer: can you setup sales piplines, how do we log exchanges with customers (emails, exchange protocols etc.), import, export contacts. (Time share 25%.)", kpi: "answer the three questions", status: "Still open, per sheet (marked \"Not finished\")" }, { subtask: "Check CRM", ask: "Espro and Dollibar; open questions to answer: can you setup sales piplines, how do we log exchanges with customers (emails, exchange protocols etc.), import, export contacts. (Time share 25%.)", kpi: "answer the three questions", status: "Done", closedDate: "2026-09-07", closedSource: "Peter's weekly task" },
{ subtask: "Linkedin Posts", ask: "Continue LinkedIn posts according to Canva whiteboard. (Time share 10%.)", kpi: "2 posts", status: "Still open, per sheet (marked \"Not finished\")" } { subtask: "Linkedin Posts", ask: "Continue LinkedIn posts according to Canva whiteboard. (Time share 10%.)", kpi: "2 posts", status: "Ongoing" }
], ],
notes: [ notes: [
{ date: "2026-09-07", source: "Peter's weekly task", text: "Check CRM closed: verified both EspoCRM and Dolibarr against all three of Peter's questions. (1) Sales pipelines, both support natively, EspoCRM verified live on the crm.txproducts.org trial instance with customizable stages/win probabilities. (2) Logging customer exchanges, both tie Email/Call/Meeting records directly to the contact/deal via IMAP/SMTP pointed at Mailcow. (3) Import/export, both have real CSV import with field mapping plus export. Both meet all three asks." },
{ date: "2026-09-07", source: "Peter's weekly task", text: "Contact standard format closed: standard format defined and all contacts migrated, 364 across 6 sources, genuinely complete. The \"stored on the cloud\" part of the KPI is Web/Dev's responsibility, not Demographics'/Mckinley's, Peter informed, task marked Done overall." },
{ date: "2026-09-07", source: "Mckinley-directed", text: "This sheet's own header and internal sheet tab both say \"Week 17-21 Aug\", left over from an old template, not corrected in the source file. Confirmed directly with Mckinley the real dates are 7-11 Sep 2026, since the actual task content (Info Presentation, Contact standard format, Check CRM, LinkedIn Posts) has nothing to do with the real Week 17-21 Aug tasks already closed out on this dashboard. Two copies of this file were found in Downloads (dated Sept 4 and Sept 7), byte-for-byte identical content, treated as a single submission. Sheet's own text preserved verbatim, including \"Espro and Dollibar\" and \"piplines\" typos and the source's own \"Not finished\" status wording." } { date: "2026-09-07", source: "Mckinley-directed", text: "This sheet's own header and internal sheet tab both say \"Week 17-21 Aug\", left over from an old template, not corrected in the source file. Confirmed directly with Mckinley the real dates are 7-11 Sep 2026, since the actual task content (Info Presentation, Contact standard format, Check CRM, LinkedIn Posts) has nothing to do with the real Week 17-21 Aug tasks already closed out on this dashboard. Two copies of this file were found in Downloads (dated Sept 4 and Sept 7), byte-for-byte identical content, treated as a single submission. Sheet's own text preserved verbatim, including \"Espro and Dollibar\" and \"piplines\" typos and the source's own \"Not finished\" status wording." }
], ],
reports: [] reports: []