Add a Tasks tab in the sidebar under Team

New sidebar entry between Team and Directory, listing Peter's current
weekly task sheet (PE companies, SPIE attendees, message draft, CRM IPP,
LinkedIn posts), plus placeholder Notes and Reports sections to fill in
going forward.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
This commit is contained in:
beantownbabeandClaude Sonnet 5 committed 2026-08-21 08:20:46 +02:00
1 parent 9edc52cd15
commit 7c0752e3a9
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@@ -785,6 +785,7 @@
<div class="nav-group">
<button class="sidebar-nav-btn active" data-tab="team">Team</button>
<button class="sidebar-nav-btn" data-tab="tasks">Tasks</button>
<button class="sidebar-nav-btn" data-tab="address-book">Directory</button>
<button class="sidebar-nav-btn" data-tab="marketing">Marketing</button>
<button class="sidebar-nav-btn" data-tab="sales">Sales</button>
@@ -845,6 +846,60 @@
</div>
</div>
<div id="tab-tasks" class="tab-content">
<div class="card">
<h2>Weekly Tasks</h2>
<p class="narrative">Peter's weekly task sheet (~/Downloads/Mckinley_Weekly_Task_Plan_*.xlsx), one sheet tab per week. [Placeholder — update each week from the latest file.]</p>
<table class="crm-detail-table">
<thead>
<tr><th>Subtask</th><th>Ask</th><th>KPI</th><th>Status</th></tr>
</thead>
<tbody>
<tr>
<td>PE companies</td>
<td>Search LinkedIn for employees of power electronics companies from Peter's market research</td>
<td>&gt;10 people</td>
<td>Still open</td>
</tr>
<tr>
<td>SPIE attendees</td>
<td>Check whether employees of those same PE companies attend SPIE O&amp;P 2026</td>
<td>&gt;10</td>
<td>Still open, blocked on PE companies task above</td>
</tr>
<tr>
<td>Message draft</td>
<td>Design first-contact info material to send</td>
<td>&gt;2</td>
<td>Done</td>
</tr>
<tr>
<td>IPP for CRM</td>
<td>Define CRM requirements, stay solution-unbiased</td>
<td>—</td>
<td>Done</td>
</tr>
<tr>
<td>LinkedIn Posts</td>
<td>Continue posts per the Canva whiteboard</td>
<td>4 posts</td>
<td>Ongoing</td>
</tr>
</tbody>
</table>
</div>
<div class="card">
<h2>Notes</h2>
<p class="narrative">[Placeholder — quick notes go here.]</p>
</div>
<div class="card">
<h2>Reports</h2>
<p class="narrative">End of Month Report is tracked in its own session — July's report structure becomes the template for every following month. [Placeholder — link/status goes here once available.]</p>
</div>
</div>
<div id="tab-address-book" class="tab-content">
<div class="ab-toolbar">
<div class="ab-view-toggle">
@@ -4657,7 +4712,7 @@
<li>Multi-user roles/permissions</li>
<li>EU data hosting + a signed DPA (GDPR Art. 28)</li>
<li>Export/delete tooling for data-subject access/erasure requests (Art. 15/17)</li>
<li>Admin burden proportional to a non-technical 8-person team</li>
<li>Admin burden proportional to a non-technical 5-person team</li>
<li>Basic reporting: pipeline value, stage conversion, activity counts</li>
</ul>
</div>
@@ -4771,6 +4826,7 @@
<script>
var HERO = {
"team": ["Team", "Who's on marketing/sales and their roles."],
"tasks": ["Tasks", "Weekly tasks, notes, and reports."],
"address-book": ["Directory", "One outreach board, fed by every branch — Marketing Intelligence, LinkedIn, and the boss's Outreach targets."],
"marketing": ["Marketing", ""],
"sales": ["Sales", ""],