2.1 KiB
2.1 KiB
Kifi Agency OS: Project Management Integration Plan
The Goal
Transform Kifi into an all-in-one "Agency Operating System" by deeply integrating project management. This guarantees massive Daily Active Usage (DAU) and locks in teams by managing both their daily workflows and their finances in a single ecosystem.
1. Modular Architecture (Preserving Existing Flows)
- The "Modules" Strategy: Project Management must be an optional toggle in
Settings -> Modules. - UI Impact: If toggled ON, a new "Projects" tab appears in the main navigation. If OFF, the UI remains exactly as it is today (perfect for retail/manufacturing users).
- Core Entity:
Project(linked toCustomer/Client).
2. Financially-Aware Task Boards
Unlike Jira, Kifi connects tasks directly to money.
- Kanban View: Standard columns (To-Do, In Progress, Review, Done).
- Billable Tasks: A checkbox on every task:
[x] Billable ($50/hr). - 1-Click Invoicing: When a billable task is moved to "Done", a prompt appears: "Generate invoice for this task?" or "Add to next client invoice?"
- Budget Tracking: Project boards display a real-time progress bar of the client's budget vs. hours logged.
3. Multi-User Collaboration & Monetization
- Team Roles: Invite designers, developers, and clients to specific project boards.
- Attachments & Comments: Upload specs, designs, and have threaded conversations on tasks.
- Monetization Engine: The core app remains free/freemium, but inviting team members to collaborate on tasks costs $5/user/month (Workspace Pricing Model).
4. Minimum Viable Product (MVP) Rollout
Phase 1:
projectstable (id, name, customer_id, budget, status).taskstable (id, project_id, title, description, assignee_id, status, is_billable, hourly_rate, hours_logged).- Basic Flutter UI: A Kanban board screen and a simple task creation modal.
Phase 2:
- Automated Invoice Generation from "Done" billable tasks.
- Team member invitations and role-based permissions for boards.
- Client Portal access (clients can log in to view task progress and pay invoices).