Calendar for marketing needs using issues and checklists within issues
Summary / Overview
📚 User Story - Marketing (Marketing Programs and Field Marketing)
As a Marketing Programs Manager, I want to view all required action items for issues I've created by assignee, due date timeframe, and completion status AND keep all details and necessary links within a single view, so that I can manage deadlines and alert team members to high priority needs and overdue action items.
Also, as a Marketing Programs Manager, I want to view all action items required of me by date timeframe from all teams - both within marketing and outside of marketing - so that I can ensure I complete actions by deadline and inquire with questions on future action items required of me.
As a Field Marketing Manager, I want to view a summary of everything related to each of my events while still being able to identify upcoming and overdue items assigned to myself, my team members, due dates, and completion status, so that I can concisely communicate details to my sales, customer success, and other teams while managing deadlines.
ℹ️ Additional Information
Related to Calendar View issue (https://gitlab.com/gitlab-org/gitlab-ce/issues/54134) but taking a step further for marketing purposes. I understand that there is a possibility to satisfy this user story using a different format of milestones/issues than is the current status, however, there is a very specific need in Marketing that we have a summarized view with links and details visible to everyone in the organization without many clicks to gain the information.
It seemed that a visual example would be helpful to demonstrate the ideal state, and so I have created the below in terms of calendaring. What this example lacks is a visual on the summary necessity of our issues. You can view this issue as an example of how details and links are provided to enable quick access and understanding by sales and marketing - and as you can see, there are 23 related issues to support this event. This is the accompanying issue for Marketing Programs to ensure completion of critical tracking and communication pieces for the event - and is what the example below is modeled off of.
Example to demonstrate calendaring of action items
🔶 Description of Setup
- Using Trello, I built out an example calendar with 3 events (organized by Trello "list") - see image 1
- We typically have 10-20 events per month, so this is a simplified example
- In this example, the tiles in Trello = a checklist item in a GitLab issue (and Trello list = GitLab issue)
- The label colors represent different team members, so as not to complicate by making fake users to assign the tiles
- Due dates have been assigned to each tile
🔶 How I would use this:
- Prior to the quarter/month, I would set up the action items for every event taking place, assign due dates, and assignees
- Each week, I would filter by assignee to see my action items due for the current week and for the following week - see image 4
- Each week, my team would filter in the same way to see expectations of themselves for the week and coming up
- I could also filter by specific team mates to see if there are any priority items that I need to make sure are on their radar for completion - see image 5
- I would filter weekly to see what overdue items need attention and make sure they are on the assignee's radar