Split Cross-Track Open Items into six per-track cards
Replaces the single consolidated card with one entry per track: LinkedIn (EOM Report), Outreach, Department Dash, Demographics, Mail Merge Interface, CRM Research. Weekly Task card (Peter's sheet) untouched. Uses the same card/subtask mechanism as before, just one entry per agent instead of one shared entry. Mail Merge Interface's note flags the undecided email-finding ownership between Outreach and Mail Merge.
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@@ -6223,18 +6223,60 @@
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Reuses .ab-card/.ab-outreach-list/.ab-outreach-detail styling for visual consistency. */
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var TASKS_DATA = [
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{
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id: "open-items-2026-08-21",
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label: "Cross-Track Open Items",
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id: "open-items-linkedin",
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label: "LinkedIn",
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subtasks: [
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{ subtask: "July EOM Report", ask: "July's End of Month Report — narrative sections written, but the actual build isn't complete", kpi: "—", status: "Still open, specific remaining gap not yet identified" }
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],
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notes: [],
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reports: []
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},
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{
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id: "open-items-outreach",
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label: "Outreach",
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subtasks: [
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{ subtask: "PE-company LinkedIn sends", ask: "Send the 12 PE-company LinkedIn connection requests — drafts ready and verified", kpi: "—", status: "Still open, manual send still pending with Mckinley" },
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{ subtask: "Duplicate file cleanup", ask: "Contact_List_Phase1_Mckinley (1).xlsx and Updated_Contact_List_Phase1_Mckinley (1).xlsx — both harmless leftovers", kpi: "—", status: "Still open, low priority" }
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],
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notes: [],
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reports: []
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},
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{
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id: "open-items-department-dash",
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label: "Department Dash",
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subtasks: [
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{ subtask: "Outreach Board stage-tracking", ask: "8500 Directory tab: 184 leads listed, but no way to persist a \"contacted\" status yet", kpi: "—", status: "Still open, blocks live KPI tracking" }
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],
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notes: [],
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reports: []
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},
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{
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id: "open-items-demographics",
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label: "Demographics",
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subtasks: [
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{ subtask: "July EOM Report", ask: "July's End of Month Report — narrative sections written, but the actual build isn't complete", kpi: "—", status: "Still open, specific remaining gap not yet identified" },
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{ subtask: "PE-company LinkedIn sends", ask: "Send the 12 PE-company LinkedIn connection requests — drafts ready and verified", kpi: "—", status: "Still open, manual send still sitting with Mckinley" },
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{ subtask: "Outreach Board stage-tracking", ask: "8500 Directory tab: 184 leads listed, but no way to persist a \"contacted\" status yet", kpi: "—", status: "Still open, blocks live KPI tracking" },
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{ subtask: "Mail Merge email gap", ask: "138-row contact sheet is well-enriched, but only 2 rows have an actual email address", kpi: "—", status: "Still open, blocks any real batch send" },
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{ subtask: "Demographics ↔ Outreach Board wiring", ask: "Recommended link-out from 8500's Directory tab to Demographics' import/export tool (port 8506)", kpi: "—", status: "Still open, not built yet" },
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{ subtask: "SPIE source data anomaly", ask: "Unexplained \"Mckinley Black\" dummy row in the raw SPIE presenter source file — worth investigating why it's there", kpi: "—", status: "Still open, needs investigation" },
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{ subtask: "Duplicate file cleanup", ask: "Contact_List_Phase1_Mckinley (1).xlsx and Updated_Contact_List_Phase1_Mckinley (1).xlsx — both harmless leftovers", kpi: "—", status: "Still open, low priority" },
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{ subtask: "CRM Research verification items", ask: "Zoho EU/DPA tier, Efficy IMAP/DPA, EspoCRM pricing — unfunded verification items", kpi: "—", status: "Ongoing, permanently flagged unless budget reopens" },
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{ subtask: "CRM Research WP1 report", ask: "Drafted, waiting on Mckinley's format/timing decision for Nextcloud upload", kpi: "Due 2026-08-22", status: "Still open, decision pending" }
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{ subtask: "SPIE source data anomaly", ask: "Unexplained \"Mckinley Black\" dummy row in the raw SPIE presenter source file — worth investigating why it's there", kpi: "—", status: "Still open, needs investigation" }
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],
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notes: [],
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reports: []
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},
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{
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id: "open-items-mail-merge",
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label: "Mail Merge Interface",
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subtasks: [
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{ subtask: "Mail Merge email gap", ask: "138-row contact sheet is well-enriched, but only 2 rows have an actual email address", kpi: "—", status: "Still open, blocks any real batch send" }
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],
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notes: [
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"Still undecided whether Outreach or Mail Merge Interface owns the actual email-finding work — flagged as pending a decision, not yet assigned."
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],
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reports: []
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},
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{
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id: "open-items-crm-research",
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label: "CRM Research",
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subtasks: [
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{ subtask: "Verification items", ask: "Zoho EU/DPA tier, Efficy IMAP/DPA, EspoCRM pricing — unfunded verification items", kpi: "—", status: "Ongoing, permanently flagged unless budget reopens" },
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{ subtask: "WP1 report", ask: "Drafted, waiting on Mckinley's format/timing decision for Nextcloud upload", kpi: "Due 2026-08-22", status: "Still open, decision pending" }
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],
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notes: [
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"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."
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