Section 2 | Coordinator: Dashboard - Table of Guests/Hosts

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Dependencies

• Data in table in dev.homeunite.us is dummy data, need to see actual Guests/Hosts that have signed up/been invited for this to be complete. Coordinator Dashboard Endpoint #651 is the engineering issue to complete this.

Design

• Figma

Engineering

• Add Search Filter for Coordinator Dashboard #678 - Complete
• Coordinator Dashboard Endpoint #651 - 9/4/24 waiting for engineering availability to assign (team is currently doing code cleanup/documentation)

Context:

• This story covers a portion of functionality needed for Section 2 | Coordinator Epic #454

The Problem

Currently Coordinators do not have an online way to view and lookup Guests/Hosts and their key details/statuses

User Story:

As a Coordinator, I want to see a table of all Guests/Hosts so I can manage and track their key details/statuses.

High Level Approach

A table of Guest/Hosts with key details/statuses, with the ability to Filter and Sort.

Acceptance criteria

• Coordinator is able to see a table of Guests/Hosts that have created an account
  • Guests/Hosts are actual users who have signed up not just dummy data
• The table contains the following columns: Name, Type, Coordinator, Stage, Status, Notes, Coordinator, and Last Updated.
• Coordinator is able to add notes from the table.
• Coordinator is able to Filter by any column.
  • CONVERTED TO ENHANCEMENT Enhancement from #501 - Multi-select filtering for Coordinator Dashboard #755: Filtering allows for multi-select
  • Coordinator can easily see what filter criteria are being applied
• Coordinator is able to Sort by any column.

Metrics

Time to load page

Considerations

• Coordinators will be using desktop or tablet--> use responsive design

Future Consideration:

• Bulk Actions via a checkbox per row should be considered
• Smart Filters, for example "Assigned to Me"