# AImpress Atlassian Setup - Remaining Tasks
**Date:** December 4, 2025
**Status:** 60% complete, 40% remaining

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## 📋 All Tasks to Complete

### ✅ DONE (Week 1)
- [x] Create 4 projects (PROD, MARK, SUPP, OPS)
- [x] Create 40+ custom fields
- [x] Add 51 dropdown options to select fields
- [x] Create 8 components
- [x] Create 15+ saved filters
- [x] Create 10+ dashboards
- [x] Remove duplicate issues from KAN

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## 🔲 TODO - Week 2: Confluence Setup

### Task 1: Create 4 Confluence Spaces
- [ ] Create space: **WIKI** (key: WIKI)
  - Name: "Company Wiki"
  - Purpose: Handbook, policies, SOPs

- [ ] Create space: **PRODOCS** (key: PRODOCS)
  - Name: "Product Documentation"
  - Purpose: Website documentation, design system

- [ ] Create space: **MARKET** (key: MARKET)
  - Name: "Sales Playbook"
  - Purpose: Value props, scripts, pricing, case studies

- [ ] Create space: **SUPPORT** (key: SUPPORT)
  - Name: "Help Center"
  - Purpose: Public FAQs, user guides (help.ai-impress.com)

**Need to find API for:**
- Create Confluence space
- List spaces
- Verify spaces created

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### Task 2: Create Page Structure in Each Space
- [ ] WIKI space: Create 15-20 pages
  - Home page
  - Company handbook
  - Policies
  - SOPs (Standard Operating Procedures)
  - Team structure
  - etc.

- [ ] PRODOCS space: Create 15-20 pages
  - Website structure
  - Design system
  - Component library
  - API documentation
  - Deployment guide
  - etc.

- [ ] MARKET space: Create 15-20 pages
  - Value propositions
  - Sales scripts
  - Pricing guide
  - Case studies
  - Email templates
  - etc.

- [ ] SUPPORT space: Create 15-20 pages
  - FAQs
  - User guides
  - Troubleshooting
  - Contact information
  - Service tiers
  - etc.

**Need to find API for:**
- Create page in space
- Create child pages (hierarchy)
- Update page content
- Get page list

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### Task 3: Create Page Templates
- [ ] WIKI template: "Meeting Notes"
  - Template fields: Date, Attendees, Topics, Action items

- [ ] PRODOCS template: "API Endpoint"
  - Template fields: Method, URL, Parameters, Response, Examples

- [ ] MARKET template: "Case Study"
  - Template fields: Client, Challenge, Solution, Results, Timeline

- [ ] SUPPORT template: "FAQ Item"
  - Template fields: Question, Answer, Related topics, Updated date

**Need to find API for:**
- Create page template
- Apply template to pages

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## 🔲 TODO - Week 3: Workflows & Automation

### Task 4: Configure Project Workflows

#### PROD Project Workflow
- [ ] Create workflow: **Backlog → In Progress → Code Review → Testing → Done**
  - Status transitions
  - Assignee requirements
  - Notifications on transition

**Need to find API for:**
- Create workflow (if API available)
- OR manual UI configuration if API doesn't support team-managed projects

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#### MARK Project Workflow
- [ ] Create workflow: **New → Contacted → Qualified → Proposal → Negotiation → Won/Lost**
  - Add logic for Won vs Lost branches
  - Auto-update Lead Status field

**Need to find API for:**
- Create workflow with conditions

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#### SUPP Project Workflow
- [ ] Create custom SLA workflow
  - **New → Assigned → In Progress → Resolved → Closed**
  - Add SLA timers for each status
  - Critical priority: 2h response, 4h resolution
  - High priority: 4h response, 24h resolution
  - Medium priority: 8h response, 72h resolution
  - Low priority: 24h response, 5 days resolution

**Need to find API for:**
- Create SLA policies
- Create workflow with SLA timers

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#### OPS Project Workflow
- [ ] Create workflow: **Draft → Pending Approval → In Progress → Completed → Archived**
  - Require approval before In Progress
  - Track completion date

**Need to find API for:**
- Create workflow with approval gates

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### Task 5: Configure Automation Rules (15+ rules needed)

#### PROD Automation Rules
- [ ] Auto-assign new issues to component lead
- [ ] Auto-transition when code review approved
- [ ] Email team on blocker creation
- [ ] Link related bugs to same epic

**Need to find API for:**
- Create automation rules
- OR manual UI configuration if no API

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#### MARK Automation Rules
- [ ] Auto-update Lead Status based on activity
- [ ] Auto-assign hot leads (highest/high priority) to sales team
- [ ] Email on deal won
- [ ] Create opportunity when lead qualified
- [ ] Remove old unqualified leads after 30 days

**Need to find API for:**
- Create automation with conditions and actions

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#### SUPP Automation Rules
- [ ] Auto-assign unassigned tickets to next agent
- [ ] Auto-escalate unresolved critical tickets after 1h
- [ ] Send auto-reply to customer on ticket creation
- [ ] Auto-close resolved tickets after 3 days if no response

**Need to find API for:**
- Create automation with SLA escalation

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#### OPS Automation Rules
- [ ] Auto-update invoice status to "Overdue" when payment due date passed
- [ ] Email when invoice becomes overdue
- [ ] Auto-create contract renewal reminder 30 days before expiry
- [ ] Require approval before contract can be activated

**Need to find API for:**
- Create automation with date-based triggers

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### Task 6: Configure Dashboard Gadgets

For each of the 10+ dashboards, add gadgets:

#### Executive Overview Dashboard
- [ ] Add: Critical issues gadget (all projects)
- [ ] Add: Overdue items gadget (invoices, contracts, tickets)
- [ ] Add: Pipeline value gadget (sales opportunities)
- [ ] Add: Team workload gadget (assigned issues per person)
- [ ] Add: Sprint health gadget (if using sprints)

#### Engineering Dashboard (PROD)
- [ ] Add: Current sprint gadget
- [ ] Add: Bug list gadget
- [ ] Add: Blockers gadget
- [ ] Add: Code review queue gadget
- [ ] Add: Burndown chart gadget

#### Sales Pipeline Dashboard (MARK)
- [ ] Add: All leads gadget (filtered by Lead Status)
- [ ] Add: Pipeline value gadget (opportunities)
- [ ] Add: Won/Lost ratio gadget
- [ ] Add: Hot leads gadget (high priority)
- [ ] Add: Deal progression gadget

#### Support Metrics Dashboard (SUPP)
- [ ] Add: Open tickets gadget
- [ ] Add: Unassigned tickets gadget
- [ ] Add: SLA compliance gadget
- [ ] Add: Average resolution time gadget
- [ ] Add: Customer satisfaction gadget

#### Operations Status Dashboard (OPS)
- [ ] Add: Pending invoices gadget
- [ ] Add: Overdue invoices gadget
- [ ] Add: Active contracts gadget
- [ ] Add: Contracts expiring soon gadget
- [ ] Add: Financial summary gadget

**Need to find API for:**
- Add gadget to dashboard
- Configure gadget display options
- Position gadgets on dashboard

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## 🔲 TODO - Week 4: Data Import

### Task 7: Export Contacts from Odoo

- [ ] Connect to Odoo API (https://odoo.ai-impress.com)
- [ ] Export all contacts with fields:
  - Name
  - Email
  - Phone
  - Company
  - Notes/Tags
  - Status (if available)

- [ ] Save as CSV format

**Need to find API for:**
- Odoo REST API contacts endpoint
- Odoo authentication

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### Task 8: Transform & Validate Data

- [ ] Clean data (remove duplicates, invalid emails)
- [ ] Map Odoo fields to Jira custom fields:
  - Odoo Name → Jira Summary
  - Odoo Email → Contact Email (customfield_10119)
  - Odoo Phone → Contact Phone (customfield_10120)
  - Odoo Company → Company Name (customfield_10118)
  - Odoo Status/Tags → Lead Status (customfield_10111)
  - Odoo Notes → Description

- [ ] Add default values:
  - Issue Type: Lead
  - Project: MARK
  - Lead Source: "Referral" (customfield_10110)
  - Lead Status: "New" (customfield_10111)

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### Task 9: Import Contacts to MARK Project

- [ ] Test with 5 sample contacts first
  - Verify field mapping works
  - Check custom field values display correctly
  - Test search functionality

- [ ] Bulk import all 79 contacts
  - Use bulk API if available
  - Create issues programmatically
  - Track import progress

**Need to find API for:**
- Create single issue (for testing)
- Bulk create issues (for 79 contacts)
- Update issue fields

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### Task 10: Verify & Link Data

- [ ] Search all 79 imported leads in MARK
- [ ] Verify custom fields populated correctly
- [ ] Create test issue links:
  - Lead → Opportunity
  - Opportunity → Client
  - Client → Contract (OPS)
  - Contract → Invoice (OPS)

- [ ] Test filtering by Lead Source and Lead Status

**Need to find API for:**
- Search issues with JQL
- Create issue links
- Verify bulk import results

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## 🔲 TODO - Week 5: Training & Go-Live

### Task 11: Configure Project Settings (UI)

#### PROD Project
- [ ] Configure Scrum board settings
- [ ] Set 2-week sprint length
- [ ] Add board filters
- [ ] Configure notification scheme
- [ ] Set default assignee rules

#### MARK Project
- [ ] Configure Kanban board columns
- [ ] Add work-in-progress limits
- [ ] Configure notification scheme
- [ ] Add quick filters

#### SUPP Project
- [ ] Configure Service Desk customer portal
- [ ] Set request types:
  - Report a bug
  - Ask a question
  - Request a feature
  - Billing inquiry
- [ ] Configure notification scheme
- [ ] Set up customer portal branding

#### OPS Project
- [ ] Configure Kanban board
- [ ] Add filters for invoice and contract management
- [ ] Configure notification scheme

**Note:** These are UI-only configurations

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### Task 12: Team Training

- [ ] Create "Getting Started" guide
  - How to create an issue
  - How to search with filters
  - How to use dashboards
  - Project-specific workflows
  - Custom fields explanation

- [ ] Conduct 1-hour team training session
  - Live demo of each project
  - Workflow walkthrough
  - Creating first issues
  - Using filters and dashboards
  - Setting up notifications

- [ ] Create user onboarding document
  - URL: https://ai-impress.atlassian.net
  - User roles and permissions
  - Access request process

**Note:** No API needed for this

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### Task 13: Set Up Email Integration

- [ ] Configure incoming email for SUPP (if available)
  - Email tickets to: support@ai-impress.com
  - Auto-create support tickets from emails

- [ ] Configure outgoing email
  - Notifications to team
  - Updates to customers
  - Invoice reminders

**Note:** May need to configure in UI or via email service provider

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### Task 14: Go-Live

- [ ] Create first real issues in each project:
  - PROD: Real website development task
  - MARK: Import or create first lead
  - SUPP: Create sample support ticket
  - OPS: Create sample invoice

- [ ] Verify all workflows trigger correctly
- [ ] Test all notifications
- [ ] Verify all filters work
- [ ] Test dashboard gadgets
- [ ] Announcement to team

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## 📊 Summary of API Needs

### High Priority (API Available)
1. **Confluence:** Create spaces, pages, templates
2. **Issues:** Create, bulk create, search, link
3. **Dashboards:** Add gadgets, configure display
4. **Odoo:** Export contacts (requires Odoo API)

### Medium Priority (API May Be Limited)
1. **Workflows:** Create or read current workflows
2. **Automation:** Create rules (if API available)
3. **Users:** Get user list, assign to projects (limited for team-managed)

### Low Priority (Likely UI Only)
1. **SLA Policies:** Configure in SUPP project
2. **Permissions:** Manage in team-managed projects
3. **Project Settings:** Kanban columns, sprint settings
4. **Email Integration:** May be UI or email provider config

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## 🎯 Search Strategy

When looking for API:

### For each task, search for:
1. **"Confluence [feature] API"** - e.g., "Confluence create space API"
2. **"Jira REST API v3 [feature]"** - e.g., "Jira REST API v3 automation"
3. **"Atlassian [feature] endpoint"** - e.g., "Atlassian workflow endpoint"
4. **"Jira Cloud [feature]"** - e.g., "Jira Cloud bulk import"

### If not found as API:
- Search for **"[feature] UI configuration"**
- Add to manual checklist
- Estimate time for manual setup

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## 📞 Resources to Check

- https://developer.atlassian.com/cloud/jira/rest/v3/ (Jira API)
- https://developer.atlassian.com/cloud/confluence/rest/v1/ (Confluence API)
- https://www.atlassian.com/software/jira/service-management (SUPP SLA docs)
- https://www.atlassian.com/cloud/jira/automation (Automation rules docs)
- Odoo documentation: https://www.odoo.com/documentation

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**Next:** Search documentation for each task's API/UI configuration approach
**Goal:** Determine what can be automated vs what needs manual UI configuration
