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Mirror the full Work Package Timeline into the Tasks tab's CRM Research card

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Replaces the 2 ad-hoc subtasks (Verification items, WP1 report) with all
6 work packages/milestone from the CRM Research tab's timeline, so the
full plan is visible from Tasks too, not just CRM Research. Preserved the
verification-items detail and WP1 submission date as notes/reports.
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beantownbabe committed 2026-08-21 11:07:55 +02:00
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@@ -6292,11 +6292,16 @@
id: "open-items-crm-research",
label: "CRM Research",
subtasks: [
{ subtask: "Verification items", ask: "Zoho EU/DPA tier, Efficy IMAP/DPA, EspoCRM pricing — unfunded verification items", kpi: "—", status: "Ongoing, permanently flagged unless budget reopens" },
{ subtask: "WP1 report", ask: "WP1 interim report", kpi: "Due 2026-08-22", status: "Done" }
{ subtask: "Requirements Definition", ask: "Work Package", kpi: "2026-08-18 → 2026-08-22", status: "Done" },
{ subtask: "Candidate Research & Vendor Verification", ask: "Work Package", kpi: "2026-08-22 → 2026-08-27", status: "Still open" },
{ subtask: "Pricing & Cost Comparison", ask: "Work Package", kpi: "2026-08-27 → 2026-08-29", status: "Still open" },
{ subtask: "Dashboard Build (CRM Research Page)", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Still open" },
{ subtask: "Outstanding Verification", ask: "Work Package", kpi: "2026-08-29 → 2026-08-30", status: "Still open" },
{ subtask: "Final Review & Sign-off", ask: "Milestone", kpi: "2026-08-31", status: "Still open" }
],
notes: [
"Resolved: naming one final recommended CRM was never a Peter-mandated requirement — it's CRM Research's own voluntary wish to suggest an option in their report. The IPP's \"no recommendation\" clause still stands, so this isn't tracked as an open task here."
"Resolved: naming one final recommended CRM was never a Peter-mandated requirement — it's CRM Research's own voluntary wish to suggest an option in their report. The IPP's \"no recommendation\" clause still stands, so this isn't tracked as an open task here.",
"Outstanding Verification (WP5) covers Zoho EU/DPA tier, Efficy IMAP/DPA, and EspoCRM pricing — unfunded verification items, permanently flagged unless budget reopens."
],
reports: [
"WP1 interim report sent 21.08.2026"