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EffiCollab

Empowering Teams, Transforming Projects

EffiCollab is a revolutionary SaaS platform altering the landscape of business project management. It integrates effortless task delegation, real-time progress tracking, and powerful communication channels into one user-friendly interface. As an all-in-one solution, EffiCollab enhances team synergy and productivity, simplifies complex project processes, and bridges the distance in geographically diverse teams. By turning potential into successful project outcomes, EffiCollab is the essential tool for medium to large-sized businesses looking to transform their project management approach in a digital age.

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Product Details

Personas

Ideas

Features

Press Releases

Name: EffiCollab
Tagline: Empowering Teams, Transforming Projects
Category: Software as a Service (SaaS)
Vision: "Redefining collaborative success in the digital workspace of tomorrow."
Description: EffiCollab is a game-changing Software-as-a-Service (SaaS) platform that revolutionizes the realm of task and project management within any corporate workspace. This comprehensive tool targets businesses across industries looking for an innovative tool to unite team efforts, boost collaboration, and heighten project output quality in a digitally driven world.

Purposefully designed, EffiCollab exists to bring light into chaotic project management, transforming it into a streamlined, straightforward process. Its unique, rich interface combines user-friendly design with powerful features like task delegation, real-time status updates, robust reporting tools, and efficient communication channels.

These distinct features set EffiCollab apart, making it not just a project management tool, but an all-in-one solution to elevate teams’ productivity while ensuring a successful project outcome. With its clear vision and forward-thinking design, EffiCollab is not only poised to set an industry-standard around the globe but to reshape the landscape of corporate project management.

In a nutshell, EffiCollab takes the complexity out of project management, facilitating collaboration, sparking productivity, and fueling businesses' success - embodying its tagline, "Unleashing Potential, Fueling Success." A must-have tool, EffiCollab will redefine the way you work, turning visions into reality, one project at a time.
Target Audience: Medium to large-sized businesses across various industries looking for an efficient, collaborative, and user-friendly project management tool to enhance team productivity and streamline project processes.
Problem Statement: In today's fast-paced, digitally-driven corporate world, businesses across various industries are struggling with project management complexities. The existing tools are either too complicated or lack the comprehensive features needed to efficiently delegate tasks, monitor real-time progress, communicate effectively, and generate insightful reports. This leads to disorganization, decreased productivity, and subpar project outcomes, necessitating an innovative, user-friendly, and feature-rich solution that can comprehensively address these challenges.
Solution Overview: EffiCollab offers a dynamic solution to project management complexities in today's digital corporate landscape. Pivotal features of this SaaS platform include easy task delegation and real-time status updates, enabling effective oversight of all project parts. Advanced communication channels streamline collaboration, fostering synergy among team members regardless of geographical location. With in-depth reporting tools, teams gain access to relevant data and actionable insights for informed decision-making. EffiCollab's user-friendly design simplifies project management, turning complexity into clarity. Consequently, productivity is amplified, project outcomes are improved, and businesses gain a clear pathway to achieve their project goals seamlessly.
Impact: EffiCollab is a transformative tool that redefines collaborative project management within a digitally enabled workspace. A cornerstone impact is the integration of task management with real-time team communication, creating a seamless platform that boosts productivity, reduces the risk of miscommunication, and enhances workflow efficiency, leading to reduced project turnaround times. Through its robust reporting mechanisms, EffiCollab empowers businesses with valuable insights and clear oversight of all project aspects, fostering data-driven decision-making, and elevating project output quality.

The platform's user-friendly design simplifies complex project processes, reducing the time spent on administrative tasks and allowing teams to focus more on executing their core functions. This in turn increases overall productivity, and gives businesses across industries a competitive edge.

Moreover, the platform’s unique ability to integrate teams regardless of geographical boundaries reinforces a company's capabilities in managing distributed teams, making it a vital tool in the era of remote work. The advanced communication features eliminate collaboration bottlenecks and ensure an inclusive and engaging environment for all team members.

Simply put, EffiCollab revolutionizes corporate project management by improving team collaboration, augmenting process transparency, and enhancing productivity, ultimately fueling business success in the digital age.
Inspiration: EffiCollab wasn't a sudden brainwave or a pitch perfect idea born out of thin air. Its inception was a journey, an exhaustively tested solution cobbled together out of the joint frustrations and aspirations of corporate teams worldwide. It arrived at the intersection of two worlds: emerging digital landscapes and age-old struggles of managing complex corporate projects.

The wick of inspiration was first lit when one of our senior team members was pacing through a labyrinth of convoluted spreadsheets, email threads, and project management software, trying to make sense of it all. The task at hand was colossal, the stakes high, and the last thing the team needed were bottlenecks stalling their progress. Yet, amidst cluttered to-do lists, missed deadlines and disjointed communication, project efficiency fell into a gray abyss.

It was a situation all too familiar to every team working their way towards achieving their project goals, and it deserved a solution. This realization was the spark that ignited EffiCollab.

We wanted to shove aside the old ways of doing things – not by just putting a fresh coat of paint on them, but by tearing down the frustrating barriers piece by piece, and then reconstructing it into a cohesive, intuitive, and empowering tool.

At the heart of it all, EffiCollab's true inspiration stemmed from our aspiration to transform the world of project management. We dreamed of harnessing the increasing digitalization to arm businesses with streamlined processes, seamless collaboration and unparalleled efficiency. This potent fusion is what brought EffiCollab to life.

With EffiCollab, we hope to turn traditional project management angst into a thing of the past. Through it, we not only visualized a tool that empowers enterprises, but also one that holds the promise of breathing life into their powerful visions. And that is what EffiCollab truly stands for - turning visions into reality, one project at a time.
Long Term Goal: In the long term, EffiCollab aspires to become the industry benchmark for collaborative project management software by integrating advanced technologies like Artificial Intelligence and Machine Learning. We envision an innovative solution that will provide predictive analytics, intelligent task prioritization, and automated progress tracking. Our goal is to drive proactivity rather than reactivity in project management, ensuring potential problems are addressed before they arise, and improving decision-making processes. Ultimately, we seek to foster an interconnected digital workspace where seamless collaboration, maximized productivity, and successful project outcomes are the norm, regardless of the team's size, geographic location, or operational diversity. As we continue to grow and innovate, we remain committed to our core value of bringing clarity and simplicity to complex processes, transforming the way businesses handle project management and team collaboration worldwide.

Sarah Johnson

Name: Sarah Johnson
Description: Sarah is a 35-year-old project manager at a marketing agency. She has a bachelor's degree in business administration and has been working in the marketing industry for over 10 years. She is married with two children and lives in a suburban area.
Demographics: Age: 35, Gender: Female, Education: Bachelor's degree, Occupation: Project Manager, Location: Suburban area
Background: Sarah has a solid background in project management, having worked on various marketing campaigns for clients across different industries. She has experience managing teams and ensuring projects are delivered on time and within budget. She values work-life balance and strives to create a positive work environment for her team.
Psychographics: Sarah is detail-oriented, organized, and enjoys working in a collaborative environment. She is motivated by seeing her team succeed and values effective communication and efficient project processes. She is also tech-savvy and always looks for tools that can help streamline project management and improve team collaboration.
Needs: Sarah needs a project management tool that can help her streamline task delegation, monitor real-time progress, and improve team communication. She wants a user-friendly interface that is intuitive and easy to navigate. She also values robust reporting features that provide valuable insights for informed decision-making.
Pain: Sarah's pain points include difficulty in managing multiple projects simultaneously, inefficient communication channels, and lack of real-time visibility into project progress. She is frustrated with the limitations of traditional project management tools and seeks a comprehensive solution that can address these challenges.
Channels: Sarah prefers online channels such as websites and email for communication and information gathering. She also values in-person meetings and phone calls for more in-depth discussions and collaboration.
Usage: Sarah uses project management tools on a daily basis to oversee project tasks, delegate work to team members, monitor progress, and communicate with clients and stakeholders. She expects EffiCollab to help her stay organized, save time, and improve the overall efficiency of project management.
Decision: Sarah's decision to use EffiCollab will be based on factors such as ease of use, pricing, available features, and customer support. She will also consider user reviews and recommendations from her professional network.

Michael Chen

Name: Michael Chen
Description: Michael is a 28-year-old software engineer working at a technology startup. He has a master's degree in computer science and has been in the industry for 5 years. He is single and lives in an urban area.
Demographics: Age: 28, Gender: Male, Education: Master's degree, Occupation: Software Engineer, Location: Urban area
Background: Michael has a strong technical background and specializes in software development. He works in an agile environment, collaborating with cross-functional teams to deliver high-quality software products. He enjoys solving complex problems and staying up-to-date with the latest technology trends.
Psychographics: Michael is highly motivated, detail-oriented, and analytical. He enjoys working on challenging projects that push his technical skills. He values efficiency, scalability, and code quality. He is always looking for tools that can streamline development processes and improve collaboration within his team.
Needs: Michael needs a project management tool that can integrate with his development workflow and improve team collaboration. He wants a tool that provides a seamless integration with version control systems, an efficient task management system, and real-time communication channels. He also values a clean and intuitive user interface.
Pain: Michael's pain points include the lack of integration between project management tools and development tools, inefficient communication channels within his team, and difficulty in managing tasks across multiple projects. He spends a lot of time switching between different tools and platforms, which hinders his productivity and focus.
Channels: Michael prefers online channels such as websites, developer forums, and email for communication and information gathering. He also values online chat platforms for real-time collaboration and discussions.
Usage: Michael uses project management tools primarily for task management, version control integration, and team communication. He expects EffiCollab to streamline his development workflow, provide a centralized platform for task management, and improve collaboration within his team.
Decision: Michael's decision to use EffiCollab will be based on factors such as ease of integration with development tools, user interface, available features for task management and collaboration, and pricing. He will also consider recommendations from other developers and online reviews.

Emily Thompson

Name: Emily Thompson
Description: Emily is a 45-year-old department manager at a manufacturing company. She has a bachelor's degree in engineering and has been with the company for over 20 years. She is married with no children and lives in a suburban area.
Demographics: Age: 45, Gender: Female, Education: Bachelor's degree, Occupation: Department Manager, Location: Suburban area
Background: Emily has a wealth of experience in the manufacturing industry, having worked her way up from an engineer to a department manager. She is responsible for overseeing multiple projects simultaneously and ensuring that production targets are met. She values efficiency, quality, and teamwork.
Psychographics: Emily is results-driven, organized, and detail-oriented. She thrives in a fast-paced environment and enjoys solving complex problems. She values clear communication and effective project management processes. She also places a strong emphasis on continuous improvement and finding innovative solutions.
Needs: Emily needs a project management tool that can help her manage and prioritize multiple projects, improve communication within her team, and provide real-time visibility into project progress. She wants a tool that can generate meaningful reports and insights to help her make data-driven decisions.
Pain: Emily's pain points include juggling multiple projects, ineffective communication channels, and a lack of real-time visibility into project status. She often struggles with resource allocation and keeping projects on track. She seeks a comprehensive project management solution that can streamline these processes and provide valuable insights.
Channels: Emily prefers a mix of online and in-person communication channels. She values email for formal communication and document sharing, online platforms for collaboration and information gathering, and face-to-face meetings for more in-depth discussions and team-building activities.
Usage: Emily uses project management tools to track project progress, allocate resources, communicate with her team, and generate reports. She expects EffiCollab to provide a centralized platform for project management, improve team collaboration, and provide meaningful insights for decision-making.
Decision: Emily's decision to use EffiCollab will be based on factors such as ease of use, reporting capabilities, available features for managing multiple projects, and customer support. She will also consider recommendations from her professional network and case studies of successful implementations.

EffiInsights: EffiInsights is a powerful analytics module integrated into EffiCollab that provides comprehensive and real-time insights into project performance. It leverages advanced data visualization techniques and machine learning algorithms to identify trends, patterns, and areas of improvement. Users can access key metrics such as project progress, task completion rates, team productivity, and resource utilization. EffiInsights also offers predictive analytics, forecasting potential bottlenecks or delays, enabling proactive decision-making to ensure project success. With EffiInsights, users can make data-driven decisions, optimize resource allocation, and continuously improve project outcomes.
EffiConnect: EffiConnect is a feature that enhances team collaboration by integrating EffiCollab with popular communication tools like Slack and Microsoft Teams. It allows users to seamlessly transition from project management to real-time communication, eliminating the need to switch between different platforms. With EffiConnect, teams can create channels for specific projects or tasks, enabling focused and efficient communication. Notifications and updates from EffiCollab can be directly sent to the designated communication channels, ensuring that all team members are well-informed and aligned. EffiConnect streamlines communication, reduces information silos, and fosters a collaborative environment.
EffiBot: EffiBot is an intelligent virtual assistant integrated into EffiCollab, leveraging natural language processing and machine learning technologies. EffiBot can help users with various tasks, such as creating and assigning tasks, generating reports, setting up reminders, and answering frequently asked questions. With EffiBot, users can save time and boost productivity by automating repetitive tasks and accessing information quickly. EffiBot also learns and adapts to user preferences and behavior, offering personalized recommendations and insights. The conversational interface of EffiBot enhances user experience and provides a user-friendly and efficient way to interact with EffiCollab.
EffiMobile: EffiMobile is a mobile app companion to EffiCollab, available on iOS and Android platforms. It allows users to access their projects, tasks, and team communication on the go, providing flexibility and convenience. Users can view project progress, assign tasks, communicate with team members, and receive real-time notifications and updates. EffiMobile also offers offline functionality, enabling users to work on their tasks even without internet connectivity, with changes syncing automatically once a connection is restored. EffiMobile empowers users to stay connected and productive, regardless of their location.
EffiIntegration: EffiIntegration is a module that allows EffiCollab to seamlessly integrate with popular project management and productivity tools such as Jira, Trello, and Google Calendar. This integration enables users to easily import tasks, synchronize deadlines, and consolidate project-related information across platforms. EffiIntegration eliminates the need for manual data entry or switching between different tools, streamlining workflow and improving efficiency. With EffiIntegration, users can have a centralized hub for all project management activities, ensuring a smooth and cohesive experience.

EffiChat

EffiChat is a built-in chat feature in EffiCollab that enables seamless and efficient communication among team members. Users can send direct messages, create group chats, or engage in project-specific channels, ensuring that important project-related discussions are organized and easily accessible. EffiChat supports multimedia sharing, file attachments, and notifications, keeping everyone in the loop and fostering collaboration. With EffiChat, teams can streamline their communication, reduce email clutter, and enhance real-time collaboration.

Requirements

EffiChat Integration with EffiDrive

User Story: As a project manager, I want to be able to share EffiDrive files directly in EffiChat so that team members can access and collaborate on files seamlessly.
Description: The EffiChat integration with EffiDrive allows project managers and team members to easily share files from EffiDrive directly in the chat. When a file is shared, it appears as a link preview in the chat message, allowing users to preview the file before accessing it. Clicking on the link opens the file in EffiDrive, where all team members with the necessary permissions can collaborate on the file in real-time. This integration saves time and improves productivity by eliminating the need to switch between EffiChat and EffiDrive to access and collaborate on files.
Acceptance Criteria: User shares an EffiDrive file in a one-on-one chat

Given the user is in a one-on-one chat in EffiChat, when the user selects a file from EffiDrive to share, then the file link is displayed as a preview in the chat message

User shares an EffiDrive file in a group chat

Given the user is in a group chat in EffiChat, when the user selects a file from EffiDrive to share, then the file link is displayed as a preview in the chat message

User shares an EffiDrive file in a project-specific channel

Given the user is in a project-specific channel in EffiChat, when the user selects a file from EffiDrive to share, then the file link is displayed as a preview in the chat message

User clicks on the shared EffiDrive file preview in a chat message

Given the user sees a shared EffiDrive file preview in a chat message, when the user clicks on the file link, then the file opens in EffiDrive

All team members with the necessary permissions can collaborate on the shared EffiDrive file

Given the shared EffiDrive file is opened in EffiDrive, when all team members with the necessary permissions access the file, then they can collaborate on the file in real-time

EffiChat Emojis and Reactions

User Story: As a team member, I want to be able to express my emotions and reactions using emojis in EffiChat, so that I can effectively communicate and engage with my team.
Description: EffiChat allows team members to express their emotions and reactions using emojis. Users can choose from a wide range of emojis to convey their feelings, opinions, or responses to messages. Additionally, EffiChat supports the ability to react to specific messages with emojis, allowing users to quickly acknowledge or respond to a message without needing to type a full response. This feature enhances communication and collaboration by adding a personal touch to conversations and facilitating quick and meaningful interactions between team members.
Acceptance Criteria: User can select an emoji from the available options

Given that the user is composing a message, when the user clicks on the emoji button, then a list of available emojis should be displayed, and the user should be able to select an emoji and have it added to the message.

User can react to a message with an emoji

Given that the user is viewing a message, when the user clicks on the reaction button, then a list of available emojis should be displayed, and the user should be able to select an emoji to react to the message.

Emojis are displayed correctly in chat messages

Given that there is a chat message that contains one or more emojis, when the message is displayed in the chat, then the emojis should be rendered correctly and displayed as the corresponding emoji images.

Users receive notifications for emoji reactions

Given that a user has reacted to a message with an emoji, when another user is mentioned in the reacted message, then the mentioned user should receive a notification indicating that someone has reacted to the message with an emoji.

Emoji reactions are counted and displayed

Given that there are multiple reactions to a message with different emojis, when the message is displayed, then the number and type of reactions should be counted and displayed next to the message, allowing users to see the overall sentiment or feedback on the message.

EffiChat Message Editing

User Story: As a team member, I want to be able to edit my messages in EffiChat, so that I can correct mistakes or update information after sending a message.
Description: EffiChat allows team members to edit their messages after sending them. Users can simply click on the 'Edit' option within a certain time window after sending a message to make modifications. This feature is useful for correcting spelling or grammar errors, updating information, or clarifying any confusion caused by a previous message. Edited messages are marked as edited, indicating that the content has been modified. By enabling message editing, EffiChat promotes effective communication and eliminates the need for additional messages to correct or update information.
Acceptance Criteria: Editing a message within the time window

Given a user has sent a message in EffiChat, when the user clicks on the 'Edit' option within the specified time window, then the user should be able to modify the content of the message.

Indication of edited messages

Given a user has edited a message in EffiChat, then the edited message should be marked as 'edited' to indicate that the content has been modified.

Correction of spelling or grammar errors

Given a user has sent a message with spelling or grammar errors in EffiChat, when the user edits the message to correct the errors, then the updated message should be free from any spelling or grammar mistakes.

Updating information in a message

Given a user has sent a message containing outdated information in EffiChat, when the user edits the message to update the information, then the updated message should reflect the most up-to-date and accurate information.

Clarification of previous messages

Given a user has sent a message that has caused confusion in EffiChat, when the user edits the message to provide clarification, then the updated message should provide clear and concise information to address the confusion caused by the previous message.

EffiChat Message Reactions History

User Story: As a team member, I want to be able to view the reactions and emojis that have been used in EffiChat messages, so that I can understand the overall sentiment and engagement of the team.
Description: EffiChat provides a message reactions history feature that allows team members to view all the reactions and emojis used in previous chat messages. This feature provides valuable insights into the overall sentiment and engagement of the team, helping team members understand the reactions and emotions expressed by others. The reactions history can be accessed by clicking on a specific message and selecting the 'Reactions' option, where all the emojis used in that message are displayed. This feature enhances team collaboration and communication by promoting transparency and facilitating a deeper understanding of the team dynamics.
Acceptance Criteria: User clicks on a specific message in EffiChat

Given that the user is in the EffiChat interface, when they click on a specific message, then the reactions history of that message should be displayed.

Reactions history displays all the emojis used in the message

Given that the reactions history of a message is displayed, then all the emojis used in that message should be visible.

Reactions history shows the number of each type of reaction

Given that the reactions history of a message is displayed, then the reactions history should show the number of each type of reaction used in that message.

User can click on a reaction to view users who reacted with that emoji

Given that the reactions history of a message is displayed, when the user clicks on a specific reaction emoji, then the users who reacted with that emoji should be listed.

User can navigate through the reactions history

Given that the reactions history of a message is displayed and there are multiple reactions, the user should be able to navigate through the reactions history using pagination or scrolling.

Reactions history is visible to all team members

Given that a message has reactions, then the reactions history should be visible to all team members who have access to the chat conversation.

Reactions history includes reactions from both direct messages and group chats

Given that there are reactions in both direct messages and group chats, then the reactions history should include reactions from both types of chats.

Reactions history is updated in real-time

Given that new reactions are added or removed from a message, then the reactions history should be updated in real-time.

EffiChat Threaded Conversations

User Story: As a team member, I want to be able to initiate and participate in threaded conversations in EffiChat, so that I can have focused discussions on specific topics without cluttering the main chat.
Description: EffiChat allows team members to initiate and participate in threaded conversations within the chat. Users can start a new thread by selecting a specific message and choosing the 'Start Thread' option. This creates a separate conversation thread where team members can discuss a particular topic without cluttering the main chat. Threaded conversations improve organization and clarity by keeping discussions related to a specific topic or issue in one place. Team members can easily follow and engage in these conversations, bringing focus and structure to their communication and collaboration within EffiChat.
Acceptance Criteria: User starts a new thread

Given a message in EffiChat, When the user selects the message and chooses the 'Start Thread' option, Then a new conversation thread is created for that message.

User participates in a threaded conversation

Given a conversation thread in EffiChat, When the user contributes to the thread by replying or adding new messages, Then the user's messages are displayed within the thread and are separate from the main chat.

User follows a threaded conversation

Given a conversation thread in EffiChat, When the user indicates that they want to follow the thread, Then the user receives notifications for new messages or replies added to the thread.

User navigates between threaded conversations

Given multiple conversation threads in EffiChat, When the user navigates between threads, Then the user is able to switch between different threaded conversations and view the messages specific to each thread.

User closes a threaded conversation

Given a conversation thread in EffiChat, When the user no longer wants to follow or participate in the thread, Then the user can close or leave the thread, stopping notifications and removing it from their active conversations.

EffiCalendar

EffiCalendar is a centralized calendar feature that consolidates all project-related events, milestones, and deadlines in one place. Users can create and assign tasks with due dates, set reminders, and track progress directly from the calendar interface. EffiCalendar integrates with other EffiCollab features, such as EffiChat and EffiInsights, providing a comprehensive view of project timelines, resource availability, and upcoming team meetings. With EffiCalendar, teams can effectively manage their schedules, stay organized, and meet project deadlines.

Requirements

EffiCalendar Integration

User Story: As a project manager, I want the EffiCalendar to integrate seamlessly with other EffiCollab features, so that I can have a centralized view of all project-related events and easily track progress.
Description: EffiCalendar should provide seamless integration with other EffiCollab features such as EffiChat, EffiInsights, and EffiTasks. This integration will allow project managers to have a centralized view of all project-related events, milestones, and deadlines. Users will be able to create tasks directly from the calendar interface, assign them to team members, and track their progress. Additionally, the integration with EffiChat will enable users to discuss and collaborate on calendar events in real-time. EffiInsights integration will provide valuable analytics and insights on project timelines and resource allocation. This integration will enhance the usability and efficiency of EffiCalendar, making it a powerful tool for project management and collaboration.
Acceptance Criteria: EffiCalendar should display all project-related events, milestones, and deadlines

Given that there are project-related events, milestones, and deadlines, when I open EffiCalendar, then I should see all of them displayed in the calendar view.

EffiCalendar should allow creating tasks directly from the calendar interface

Given that I am viewing EffiCalendar, when I click on a specific date or time slot, then I should be able to create a new task and assign it to a team member.

EffiCalendar should allow assigning tasks to team members

Given that I have created a task in EffiCalendar, when I assign it to a team member, then the task should be associated with that team member and displayed in their task list.

EffiCalendar should track the progress of tasks

Given that I have assigned a task to a team member, when the team member updates the progress of the task, then the progress should be reflected in EffiCalendar.

EffiCalendar should integrate with EffiChat for real-time collaboration

Given that I am viewing an event in EffiCalendar, when I click on the event, then I should be able to access the related chat conversation in EffiChat to discuss and collaborate with team members.

EffiCalendar should provide analytics and insights through integration with EffiInsights

Given that I have project-related events and tasks in EffiCalendar, when I access EffiInsights, then I should be able to view analytics and insights on project timelines, resource allocation, and task completion.

Recurring Events

User Story: As a team member, I want to be able to create recurring events in EffiCalendar, so that I can easily schedule and manage repetitive tasks or meetings.
Description: EffiCalendar should support recurring events, allowing users to schedule and manage repetitive tasks or meetings. Users will be able to specify the frequency (daily, weekly, monthly, etc.) and duration of the recurrence. This feature will save time and effort for users by automating the scheduling of recurring events. It will also ensure that important meetings or tasks are not overlooked. For example, team members can set up a recurring weekly team meeting or a monthly client update session directly in EffiCalendar, eliminating the need for manual repeat scheduling.
Acceptance Criteria: Create a recurring daily meeting

Given that I have a daily meeting on EffiCalendar, When I set the recurrence frequency to daily, Then the meeting should be automatically scheduled for every day.

Create a recurring weekly task

Given that I have a weekly task on EffiCalendar, When I set the recurrence frequency to weekly, Then the task should be automatically scheduled for every week.

Create a recurring monthly event

Given that I have a monthly event on EffiCalendar, When I set the recurrence frequency to monthly, Then the event should be automatically scheduled for every month.

Specify the duration of recurring events

Given that I have a recurring event on EffiCalendar, When I specify the duration of the recurrence, Then the event should be scheduled for the specified duration.

Edit recurring event details

Given that I have a recurring event on EffiCalendar, When I edit the details of the event, Then the changes should apply to all future occurrences of the event.

Delete recurring event

Given that I have a recurring event on EffiCalendar, When I delete the event, Then all future occurrences of the event should be removed from the calendar.

View upcoming occurrences of the recurring event

Given that I have a recurring event on EffiCalendar, When I view the event details, Then I should be able to see the upcoming occurrences of the event.

Task Dependency Management

User Story: As a project manager, I want to be able to define task dependencies in EffiCalendar, so that I can ensure that tasks are completed in the correct order and avoid any bottlenecks.
Description: EffiCalendar should provide the ability to define task dependencies, allowing project managers to set up relationships between tasks and ensure that they are completed in the correct order. Users will be able to specify dependencies between tasks, such as 'Task B can only start when Task A is completed'. This feature will help in managing project timelines and avoiding any bottlenecks or delays caused by incomplete or out-of-sequence tasks. It will enhance coordination and collaboration among team members and improve overall project efficiency.
Acceptance Criteria: Create task dependency

Given a project manager has created multiple tasks in EffiCalendar, when the project manager defines a dependency between two tasks, then the dependent task should not be allowed to start until the prerequisite task is completed.

Update task dependency

Given a project manager has defined a dependency between two tasks in EffiCalendar, when the project manager updates the dependency, then the changes should be reflected in the task dependency relationship.

Remove task dependency

Given a project manager has defined a dependency between two tasks in EffiCalendar, when the project manager removes the dependency, then the dependent task should be allowed to start regardless of the prerequisite task.

View task dependency

Given a project manager has defined task dependencies in EffiCalendar, when viewing the task details, then the dependency information should be displayed, indicating the prerequisite task(s) that need to be completed before the current task can start.

Handle cyclic dependencies

Given a project manager has defined task dependencies in EffiCalendar, when there is a cyclic dependency between tasks, then EffiCalendar should detect and prevent the creation of cyclic dependencies to avoid infinite loops.

Resource Availability

User Story: As a team member, I want to be able to view the availability of team members when scheduling events in EffiCalendar, so that I can assign tasks and schedule meetings accordingly.
Description: EffiCalendar should provide visibility into the availability of team members when scheduling events or assigning tasks. Users will be able to see the current workload and availability of individual team members, making it easier to assign tasks and schedule meetings without conflicts. This feature will help in efficient resource allocation and prevent overloading or underutilization of resources. It will also enable better coordination among team members and ensure that tasks are assigned to the most appropriate team members based on their availability and skills.
Acceptance Criteria: Viewing team member availability

Given that I am viewing the EffiCalendar, when I navigate to the resource availability section, then I should be able to see an overview of each team member's availability for the selected time period.

Checking individual team member availability

Given that I am viewing the EffiCalendar and the resource availability section, when I select a specific team member, then I should be able to see their detailed availability schedule, including any overlapping events or tasks.

Identifying conflicts in scheduling

Given that I am viewing the EffiCalendar and the resource availability section, when I assign a task or schedule a meeting, then I should be notified if there is a scheduling conflict with the selected team member's existing events or tasks.

Filtering team members by availability

Given that I am viewing the EffiCalendar and the resource availability section, when I filter team members by availability status (e.g., busy, available, out of office), then only the relevant team members should be displayed in the availability view.

Updating availability status

Given that I am viewing the EffiCalendar and the resource availability section, when I update my availability status (e.g., set as busy, available, out of office), then the updated status should be reflected in the availability view for other team members to see.

Custom Event Categories

User Story: As a user, I want to be able to create custom event categories in EffiCalendar, so that I can categorize and organize events based on my preferences or project requirements.
Description: EffiCalendar should allow users to create custom event categories, providing flexibility in organizing and categorizing events based on their preferences or project requirements. Users will be able to define their own event categories and assign events to those categories. This feature will help in better organization and filtering of events, making it easier to find specific events or analyze event data. For example, users can create categories such as 'Meetings', 'Deadlines', 'Holidays', or 'Training', and assign corresponding events to those categories. This customization will enhance the usability and personalization of EffiCalendar.
Acceptance Criteria: User can create a custom event category

Given that the user is in EffiCalendar, when the user creates a new event category with a unique name, then the event category is created successfully.

User can assign events to custom event categories

Given that the user has created a custom event category, when the user creates a new event and assigns it to the custom event category, then the event is successfully assigned to the category.

User can edit custom event categories

Given that the user has created a custom event category, when the user edits the name or properties of the category, then the category is updated with the new name or properties.

User can delete custom event categories

Given that the user has created a custom event category, when the user deletes the category, then the category and all associated events are successfully deleted from EffiCalendar.

Custom event categories are displayed in the event list

Given that the user has created custom event categories, when the user views the event list in EffiCalendar, then the custom event categories are displayed as separate sections or filters in the event list.

Collaborative Event Editing

User Story: As a team member, I want to be able to collaborate with others in editing event details in EffiCalendar, so that we can ensure accurate and up-to-date information.
Description: EffiCalendar should support collaborative event editing, allowing multiple team members to edit event details simultaneously. Users will be able to invite others to collaborate on event editing and provide them with the necessary permissions. This feature will enable team members to make real-time updates to event details, ensuring that everyone has access to accurate and up-to-date information. It will also facilitate better coordination and synchronization among team members, especially when there are frequent changes or updates to event details. Collaboration on event editing will enhance efficiency and accuracy in project management and communication.
Acceptance Criteria: Multiple users can concurrently edit event details

Given multiple users have access to the same event, When one user makes changes to the event details, Then the changes should be reflected in real-time to all other users editing the event.

Collaborators have appropriate permissions to edit event details

Given a user is invited as a collaborator for an event, When the user tries to edit the event details, Then the user should be able to modify the event details based on their assigned permissions.

Changes made by collaborators are tracked

Given multiple users are collaborating on editing an event, When a collaborator makes changes to the event details, Then the system should track and record the changes made, including the user who made the change and the timestamp of the change.

Synchronization of edited event details

Given multiple users are editing the same event simultaneously, When one user saves their changes, Then the system should automatically synchronize the updated event details to all other users, ensuring consistency across all collaborators.

Conflicts resolution in event editing

Given multiple users are editing the same event simultaneously and conflicting changes are made, When a conflict occurs, Then the system should provide a mechanism to resolve the conflict, either by highlighting the conflicting changes or allowing users to review and merge the changes.

Mobile Calendar Access

User Story: As a user, I want to be able to access EffiCalendar from my mobile device, so that I can stay updated on project events and manage my tasks on the go.
Description: EffiCalendar should have a mobile-friendly interface and provide access from mobile devices, allowing users to stay updated on project events and manage their tasks on the go. Users will be able to view and edit events, create new events, and receive notifications and reminders on their mobile devices. This feature will enhance flexibility and accessibility, enabling users to stay connected and informed even when they are away from their desktop computers. It will improve productivity and responsiveness by providing the ability to manage tasks and events anytime, anywhere.
Acceptance Criteria: User can successfully log in to EffiCalendar from a mobile device

Given a valid username and password, when the user enters their credentials and clicks the login button, then they should be able to access EffiCalendar on their mobile device.

EffiCalendar interface is responsive and optimized for mobile devices

Given that the user accesses EffiCalendar on a mobile device, when they interact with the interface, then the elements should be properly displayed, aligned, and sized for the mobile screen, providing a user-friendly experience.

User can view and edit events on EffiCalendar from a mobile device

Given that the user is logged in to EffiCalendar on their mobile device, when they navigate to the calendar view, then they should be able to see the scheduled events and have the ability to edit them by tapping on the event.

User can create new events on EffiCalendar from a mobile device

Given that the user is logged in to EffiCalendar on their mobile device, when they tap the 'Add Event' button, then they should be presented with a form to enter event details such as title, date, time, and description. When they submit the form, then a new event should be created and displayed on the calendar.

User receives notifications and reminders on their mobile device

Given that the user has events with notifications and reminders set on EffiCalendar, when the predefined time or condition is met, then the user should receive a notification or reminder on their mobile device, alerting them about the upcoming event or task.

EffiCalendar provides offline access and syncs data when the device is online

Given that the user has previously accessed EffiCalendar on their mobile device, when the device goes offline, then the user should still be able to view the previously loaded calendar data. When the device is back online, the calendar data should sync with the server and any changes made offline should be reflected.

Event Reminders and Notifications

User Story: As a user, I want to receive reminders and notifications for upcoming events in EffiCalendar, so that I can stay on top of my schedule and never miss important deadlines or meetings.
Description: EffiCalendar should provide reminders and notifications for upcoming events, helping users stay on top of their schedules and never miss important deadlines or meetings. Users will be able to set personalized reminders for individual events, such as receiving a notification 10 minutes before a meeting or getting a reminder email a day before a deadline. Additionally, users can choose to receive general notifications for all events or specific categories of events. This feature will improve time management and ensure that users are well-prepared and informed about their upcoming tasks and commitments.
Acceptance Criteria: User sets a reminder for an event

Given a user has an event in EffiCalendar, when the user sets a reminder for the event, then the user should receive a notification according to the configured reminder settings.

User receives a reminder notification before an event

Given a user has a reminder set for an event, when the reminder time is reached, then the user should receive a notification with the event details.

User receives a reminder email before a deadline

Given a user has a deadline event with an email reminder set, when the reminder time is reached, then the user should receive an email reminder with the event details.

User receives general notifications for all events

Given a user has general notifications enabled for all events, when a new event is added or updated, then the user should receive a notification with the event details.

User receives category-specific notifications for events

Given a user has category-specific notifications enabled for certain event categories, when a new event of the specified categories is added or updated, then the user should receive a notification with the event details.

Event Search and Filtering

User Story: As a user, I want to be able to search and filter events in EffiCalendar, so that I can quickly find specific events or analyze event data.
Description: EffiCalendar should provide robust search and filtering capabilities, enabling users to quickly find specific events or analyze event data. Users will be able to search for events based on keywords, dates, event categories, or any other relevant criteria. They can also apply filters to narrow down the events displayed on the calendar, such as showing only events assigned to a specific team member or events within a certain date range. This feature will save time and effort for users by making it easier to find specific events, track progress, and analyze event data for reporting or decision-making purposes.
Acceptance Criteria: Search events by keyword

Given that the user is on the EffiCalendar page, when the user enters a keyword in the search bar and presses Enter, then the calendar should display only the events that match the keyword in their title or description.

Filter events by date

Given that the user is on the EffiCalendar page, when the user selects a specific date range using the date filter, then the calendar should display only the events that fall within the selected date range.

Filter events by category

Given that the user is on the EffiCalendar page, when the user selects a specific event category from the category filter, then the calendar should display only the events that belong to the selected category.

Filter events by assigned team member

Given that the user is on the EffiCalendar page, when the user selects a specific team member from the assigned team member filter, then the calendar should display only the events that are assigned to the selected team member.

Combine multiple filters

Given that the user is on the EffiCalendar page, when the user applies multiple filters (e.g., date range, category, assigned team member), then the calendar should display only the events that meet all the specified filter criteria.

Event Sharing and Invitations

User Story: As a user, I want to be able to share events or send invitations to others in EffiCalendar, so that I can collaborate and coordinate with team members or external stakeholders.
Description: EffiCalendar should provide the ability to share events or send invitations to others, enabling collaboration and coordination among team members or external stakeholders. Users will be able to share individual events or entire calendars with specific users or groups. They can also send event invitations to team members or external participants, allowing them to accept or decline the invitation and add the event to their own calendar. This feature will facilitate seamless communication, collaboration, and coordination on project-related events, ensuring that all relevant parties are informed and involved.
Acceptance Criteria: User can share an individual event with specific users

Given a user wants to share an individual event, when they select the event and specify the users to share with, then the event is shared with the specified users.

User can share an entire calendar with specific users

Given a user wants to share an entire calendar, when they select the calendar and specify the users to share with, then the calendar is shared with the specified users.

User can send event invitations to team members

Given a user wants to send an event invitation to team members, when they select the event and specify the team members to invite, then the event invitation is sent to the specified team members.

User can send event invitations to external participants

Given a user wants to send an event invitation to external participants, when they select the event and specify the email addresses of the participants, then the event invitation is sent to the specified participants.

Invited team member can accept an event invitation

Given a team member receives an event invitation, when they accept the invitation, then the event is added to their calendar.

Invited team member can decline an event invitation

Given a team member receives an event invitation, when they decline the invitation, then the event is not added to their calendar.

Calendar Views and Customization

User Story: As a user, I want to be able to customize the calendar views in EffiCalendar, so that I can personalize the display and focus on the information that is most important to me.
Description: EffiCalendar should provide different calendar views and customization options, allowing users to personalize the display and focus on the information that is most important to them. Users will be able to switch between day, week, month, and year views to have different perspectives on their schedule. They can also customize the color scheme, layout, and visibility of various elements on the calendar interface. This feature will enhance user experience and satisfaction by providing flexibility and adaptability to individual preferences and work styles. It will also improve readability and clarity, especially when dealing with complex projects or busy schedules.
Acceptance Criteria: Switching between day, week, month, and year views

Given that I am viewing the calendar, when I select a different view (day, week, month, year), then the calendar display should update to show the selected view.

Customizing the color scheme

Given that I am customizing the calendar, when I choose a color scheme, then the calendar display should update to reflect the selected color scheme.

Customizing the layout

Given that I am customizing the calendar, when I choose a layout option (e.g., vertical, horizontal), then the calendar display should update to reflect the selected layout.

Customizing the visibility of elements

Given that I am customizing the calendar, when I toggle the visibility of specific elements (e.g., tasks, milestones), then the calendar display should update to show or hide the selected elements.

Integration with External Calendars

User Story: As a user, I want EffiCalendar to integrate with external calendar applications such as Google Calendar or Outlook, so that I can sync my events across different platforms and devices.
Description: EffiCalendar should provide integration with popular external calendar applications such as Google Calendar or Outlook, allowing users to sync their events across different platforms and devices. Users will be able to import events from their existing calendars or export events from EffiCalendar to their preferred external calendar application. This integration will ensure that users have a unified view of their events and can access their schedule from their preferred calendar application. It will also eliminate the need for manual duplicate entry of events and improve synchronization and consistency of event data.
Acceptance Criteria: Importing events from Google Calendar

Given a user has connected their Google Calendar account to EffiCalendar, when the user imports events from Google Calendar, then the events should be successfully synchronized and displayed in EffiCalendar.

Importing events from Outlook

Given a user has connected their Outlook account to EffiCalendar, when the user imports events from Outlook, then the events should be successfully synchronized and displayed in EffiCalendar.

Exporting events to Google Calendar

Given a user has connected their Google Calendar account to EffiCalendar, when the user exports events from EffiCalendar to Google Calendar, then the events should be successfully added to the user's Google Calendar.

Exporting events to Outlook

Given a user has connected their Outlook account to EffiCalendar, when the user exports events from EffiCalendar to Outlook, then the events should be successfully added to the user's Outlook calendar.

Syncing events between EffiCalendar and Google Calendar

Given a user has connected their Google Calendar account to EffiCalendar, when the user creates, updates, or deletes events in either EffiCalendar or Google Calendar, then the changes should be synchronized bi-directionally.

Syncing events between EffiCalendar and Outlook

Given a user has connected their Outlook account to EffiCalendar, when the user creates, updates, or deletes events in either EffiCalendar or Outlook, then the changes should be synchronized bi-directionally.

EffiBoard

EffiBoard is a visual task management feature in EffiCollab that enables users to create, manage, and track tasks using an intuitive Kanban board interface. Users can create custom task cards, assign team members, set due dates, and track progress through various stages of completion. EffiBoard allows for easy prioritization, drag-and-drop functionality, and color-coded labels, giving teams a clear visual representation of task status and workflow. With EffiBoard, teams can collaborate efficiently, visualize their project progress, and ensure tasks are completed on time.

Requirements

Customizable task card templates

User Story: As a project manager, I want to be able to create custom task card templates so that I can easily create tasks with predefined attributes and save time in the task creation process.
Description: EffiBoard should allow project managers to create custom task card templates that can be used as presets for creating tasks. These templates should include pre-defined attributes such as task type, priority level, assignee, and labels. When creating a new task, the project manager can select a template and have all the pre-defined attributes populated automatically. This saves time and ensures consistency in task attributes across the board.
Acceptance Criteria: Project manager creates a new task card template

Given the EffiBoard interface, when the project manager clicks on the 'Create Template' button, then a new template form should appear.

Project manager defines attributes for the task card template

Given the template form, when the project manager fills in the attributes such as task type, priority level, assignee, and labels, then the attributes should be saved as part of the template.

Project manager saves the task card template

Given the template form with filled attributes, when the project manager clicks on the 'Save Template' button, then the template should be saved and added to the list of available templates.

Project manager selects a template when creating a new task

Given the new task creation form, when the project manager selects a template from the list of available templates, then the task attributes should be automatically populated with the attributes defined in the selected template.

Project manager modifies a task card template

Given the template form with saved attributes, when the project manager makes changes to the attributes and clicks on the 'Save Template' button again, then the template should be updated with the new attributes.

Project manager deletes a task card template

Given the list of available templates, when the project manager selects a template and clicks on the 'Delete Template' button, then the template should be removed from the list of available templates.

Task dependencies

User Story: As a project team member, I want to be able to define task dependencies so that I can track the progress of tasks that are dependent on each other and adjust my own work accordingly.
Description: EffiBoard should support task dependencies, allowing users to define relationships between tasks. When a task is dependent on another task, it cannot be started or completed until the dependency is resolved. This helps team members understand the sequence of tasks and ensures that tasks are completed in the correct order. EffiBoard should provide visual indicators to show task dependencies, such as arrows connecting dependent tasks, and automatically update task status based on the completion of dependencies.
Acceptance Criteria: Create task dependency

Given two tasks in EffiBoard, when I define one task as a dependency of the other, then the dependent task should show the dependency indicator

Update task status based on dependency completion

Given a task with dependencies in EffiBoard, when all the dependencies are completed, then the dependent task should automatically update its status to 'In progress'

Prevent starting dependent tasks

Given a task with dependencies in EffiBoard, when a dependent task is not completed, then it should not be possible to start the dependent task

Prevent completing dependent tasks

Given a task with dependencies in EffiBoard, when a dependent task is not completed, then it should not be possible to mark the dependent task as complete

Allow starting dependent tasks

Given a task with dependencies in EffiBoard, when all the dependencies are completed, then it should be possible to start the dependent task

Allow completing dependent tasks

Given a task with dependencies in EffiBoard, when all the dependencies are completed, then it should be possible to mark the dependent task as complete

Show task dependency relationship

Given a task with dependencies in EffiBoard, when viewing the task details, then the dependent tasks should be clearly displayed and linked to the parent task

Task time tracking

User Story: As a team member, I want to be able to track the time spent on each task so that I can accurately report on progress and analyze the efficiency of my work.
Description: EffiBoard should allow users to track the time spent on each task. Users should be able to start and stop a timer for a task, manually enter the time spent, or integrate with external time tracking tools. The tracked time should be displayed on the task card, providing visibility into the effort put into each task. Additionally, EffiBoard should provide reports and analytics on task time tracking, allowing users to analyze their own productivity and identify areas for improvement.
Acceptance Criteria: Start timer for a task

Given a task is selected, when the user starts the timer, then the timer should start and begin tracking the time for that task.

Stop timer for a task

Given a task with a running timer, when the user stops the timer, then the timer should stop and record the elapsed time for that task.

Manually enter time for a task

Given a task, when the user manually enters the time spent, then the entered time should be recorded and displayed on the task card.

Integrate with external time tracking tools

Given integration with an external time tracking tool is enabled, when the user tracks time using the external tool, then the tracked time should be synced and displayed on the task card.

Display tracked time on task card

Given a task with tracked time, when the task card is viewed, then the tracked time should be displayed on the card, providing visibility into the effort put into the task.

Generate reports on task time tracking

Given tasks with tracked time, when the user generates a report on task time tracking, then the report should provide insights and analytics on the time spent on tasks, allowing users to analyze their productivity.

Comments and collaboration

User Story: As a team member, I want to be able to leave comments on tasks and collaborate with other team members in real-time.
Description: EffiBoard should have a built-in commenting feature that allows team members to leave comments on tasks. Users should be able to mention other team members, tag tasks or subtasks in their comments, and use rich text formatting. EffiBoard should provide real-time updates for comments, allowing team members to collaborate and have discussions directly within the task board. This promotes effective communication, keeps the team aligned, and reduces the need for communication through other channels.
Acceptance Criteria: Team member leaves a comment on a task

Given a task on the EffiBoard, when a team member leaves a comment on the task, then the comment is added to the task's comment section.

Team member mentions another team member in a comment

Given a comment on the EffiBoard, when a team member mentions another team member using their username preceded by '@', then the mentioned team member is notified about the comment.

Team member tags a task or subtask in a comment

Given a comment on the EffiBoard, when a team member tags a task or subtask using '#' followed by the task or subtask name, then the tagged task or subtask is linked to the comment.

Team member uses rich text formatting in a comment

Given a comment on the EffiBoard, when a team member uses rich text formatting such as bold, italic, underline, bullet points, or numbered lists, then the formatting is applied to the comment's text.

Real-time updates for comments

Given multiple team members viewing the EffiBoard, when a team member leaves a comment on a task, then the comment is immediately visible to all other team members in real-time.

Advanced filtering and sorting

User Story: As a user, I want to be able to easily filter and sort tasks on EffiBoard based on various criteria, so that I can quickly find the tasks I need and focus on my priorities.
Description: EffiBoard should provide advanced filtering and sorting options to help users manage their tasks effectively. Users should be able to filter tasks based on attributes such as assignee, due date, priority, labels, and task status. Users should also be able to sort tasks in different orders, such as by due date, priority, or assignee. These filtering and sorting options should be intuitive and user-friendly, enabling users to quickly find the relevant tasks and focus on their priorities.
Acceptance Criteria: Filter tasks by assignee

Given a list of tasks, when I select an assignee filter, then only the tasks assigned to that assignee should be displayed.

Filter tasks by due date

Given a list of tasks, when I select a due date filter, then only the tasks with the selected due date should be displayed.

Filter tasks by priority

Given a list of tasks, when I select a priority filter, then only the tasks with the selected priority should be displayed.

Filter tasks by labels

Given a list of tasks, when I select a label filter, then only the tasks with the selected label should be displayed.

Filter tasks by status

Given a list of tasks, when I select a status filter, then only the tasks with the selected status should be displayed.

Sort tasks by due date

Given a list of tasks, when I sort the tasks by due date, then the tasks should be displayed in ascending order of their due dates.

Sort tasks by priority

Given a list of tasks, when I sort the tasks by priority, then the tasks should be displayed in descending order of their priority.

Sort tasks by assignee

Given a list of tasks, when I sort the tasks by assignee, then the tasks should be displayed in alphabetical order of their assignees.

Integration with external tools

User Story: As a user, I want EffiBoard to integrate with external tools and services that I use, so that I can have a centralized view of all my tasks and collaborate seamlessly across different platforms.
Description: EffiBoard should have the ability to integrate with external tools and services commonly used for task management and collaboration, such as project management tools, messaging platforms, and calendar applications. This integration allows users to have a centralized view of all their tasks across different platforms, eliminating the need to switch between multiple tools. EffiBoard should provide seamless synchronization and updates between EffiCollab and the integrated tools, ensuring that all task-related information is up to date and consistent.
Acceptance Criteria: EffiBoard can integrate with popular project management tools

Given that EffiBoard is enabled for integration and the user has selected a project management tool, when the user creates a task in EffiBoard, then the task should be automatically synced and created in the selected project management tool.

EffiBoard can integrate with messaging platforms

Given that EffiBoard is enabled for integration and the user has connected a messaging platform, when the user assigns a task to a team member in EffiBoard, then a message or notification should be sent to the assigned team member on the connected messaging platform.

EffiBoard can integrate with calendar applications

Given that EffiBoard is enabled for integration and the user has linked a calendar application, when the user sets a due date for a task in EffiBoard, then the task due date should be synchronized and updated in the linked calendar application.

EffiBoard provides real-time updates for integrated tools

Given that EffiBoard is enabled for integration and the user has integrated external tools, when there are changes or updates in the integrated tools, then EffiBoard should receive and reflect those changes in real-time.

EffiBoard maintains data consistency across integrated tools

Given that EffiBoard is enabled for integration and the user has integrated external tools, when there are changes or updates in EffiBoard or the integrated tools, then the task-related data should remain consistent and synchronized across all integrated tools.

Mobile access and offline mode

User Story: As a user, I want to be able to access EffiBoard on my mobile device and work on tasks even when I am offline, so that I can stay productive and keep track of my tasks even when I am on the go.
Description: EffiBoard should have a mobile app or a responsive web interface that allows users to access and work on tasks from their mobile devices. The mobile interface should provide a seamless and optimized user experience, allowing users to view and update tasks, add comments, and track time on the go. Additionally, EffiBoard should support offline mode, enabling users to continue working on tasks even when there is no internet connectivity. Any changes made in offline mode should sync automatically once the connection is restored.
Acceptance Criteria: User can access EffiBoard on their mobile device

Given that the user has a mobile device with internet connectivity, When they open the EffiCollab mobile app or access the EffiCollab website on their mobile browser, Then they should be able to navigate to the EffiBoard section and view their tasks.

User can update tasks on their mobile device

Given that the user has a mobile device with internet connectivity, When they open the EffiCollab mobile app or access the EffiCollab website on their mobile browser, And they select a task on the EffiBoard, Then they should be able to update the task details, such as changing the status, assigning team members, setting due dates, adding comments, and tracking time.

User can work on tasks in offline mode

Given that the user has opened the EffiCollab mobile app or accessed the EffiCollab website on their mobile browser, And they have logged in and have an active internet connection, When the user loses internet connectivity, Then they should still be able to view and interact with their previously loaded tasks on EffiBoard.

Changes made in offline mode should sync

Given that the user has made changes to tasks on EffiBoard while in offline mode, And the user regains internet connectivity, When the connection is restored, Then the changes made in offline mode should automatically sync with the EffiCollab server, updating the task details and reflecting the changes for all users.

EffiDrive

EffiDrive is a secure cloud storage feature integrated into EffiCollab, providing users with a centralized repository for all project files and documents. Users can create folders, upload and share files, control access permissions, and collaborate on documents in real-time. The advanced search functionality allows users to quickly locate specific files or folders, saving time and ensuring easy retrieval of project-related resources. EffiDrive ensures data security and easy collaboration, eliminating the need for external file sharing platforms and enhancing team productivity.

Requirements

Efficient File Uploading

User Story: As a user, I want to be able to upload files quickly and easily, so that I can easily store and access my project documents.
Description: The EffiDrive feature should provide a seamless and efficient file uploading process. Users should be able to easily select and upload multiple files at once, with support for various file formats. The uploading process should be fast and reliable, ensuring that there are no interruptions or errors. This feature should enhance productivity by enabling users to quickly and effortlessly store their project documents in EffiDrive.
Acceptance Criteria: User uploads a single file successfully

Given the user selects a file to upload When the user clicks on the upload button Then the file is uploaded successfully

User uploads multiple files successfully

Given the user selects multiple files to upload When the user clicks on the upload button Then all selected files are uploaded successfully

Only supported file formats can be uploaded

Given the user selects a file with an unsupported format When the user clicks on the upload button Then an error message is displayed indicating the unsupported format

Uploading process is fast and reliable

Given the user initiates the file upload When the upload process starts Then the uploading speed is fast and there are no interruptions or errors

User receives confirmation after successful file upload

Given the file upload is completed successfully When the upload process finishes Then a confirmation message is displayed to the user

Folder Organization

User Story: As a user, I want to be able to organize my files into folders, so that I can easily locate and manage them.
Description: EffiDrive should allow users to create folders and subfolders to organize their files and documents. Users should be able to easily create, rename, and delete folders as needed. This feature should provide a clear and intuitive folder structure, allowing users to categorize their files based on projects, teams, or any other relevant criteria. Organizing files into folders will enable users to easily locate and manage their documents, reducing clutter and improving overall efficiency.
Acceptance Criteria: User creates a new folder

Given a user is on the EffiDrive page, when the user clicks on the 'New Folder' button, then a new folder should be created.

User renames a folder

Given a user is on the EffiDrive page, when the user selects a folder and clicks on the 'Rename' option, then the user should be able to enter a new name for the folder and save the changes.

User deletes a folder

Given a user is on the EffiDrive page, when the user selects a folder and clicks on the 'Delete' option, then the folder should be deleted along with all its contents.

User moves a file to a different folder

Given a user is on the EffiDrive page, when the user selects a file and chooses the 'Move' option, then the user should be able to select a destination folder and move the file to that folder.

User navigates through the folder structure

Given a user is on the EffiDrive page, when the user clicks on a folder, then the user should be able to view the contents of that folder and navigate back to the previous folder.

File Sharing

User Story: As a user, I want to be able to share files with my team members, so that we can collaborate effectively.
Description: EffiDrive should include a file sharing functionality that allows users to easily share files with their team members. Users should be able to specify the access permissions for each file or folder, such as read-only, edit, or comment-only access. This feature should facilitate seamless collaboration by enabling team members to access and work on shared files in real-time. It should also provide notifications or alerts to inform users of any changes or updates made to the shared files.
Acceptance Criteria: User can share a file with read-only access

Given a file is selected and a user wants to share it with read-only access, when the user selects the option to share the file, then the user should be able to specify the user or group to share with and set the access level to read-only.

User can share a file with edit access

Given a file is selected and a user wants to share it with edit access, when the user selects the option to share the file, then the user should be able to specify the user or group to share with and set the access level to edit.

User can share a file with comment-only access

Given a file is selected and a user wants to share it with comment-only access, when the user selects the option to share the file, then the user should be able to specify the user or group to share with and set the access level to comment-only.

User receives a notification when a shared file is modified

Given a file is shared with a user and the shared file is modified by another user, when the file is saved or closed by the modifying user, then the user should receive a notification informing them of the changes made to the shared file.

User can revoke access to a shared file

Given a file is shared with a user, when the user selects the option to revoke access to the file for the specific user, then the user should no longer have access to the file and should be notified of the revoked access.

Access Control

User Story: As a user, I want to be able to control who can access and modify my files, so that I can maintain data security and privacy.
Description: EffiDrive should provide robust access control features to ensure data security and privacy. Users should be able to set different access levels and permissions for individual files or folders, allowing them to specify who can view, edit, or delete the files. This feature should also support role-based access control, where users can assign specific roles to team members and define their access privileges accordingly. By providing granular access control, EffiDrive ensures that the right people have the right level of access to project documents, minimizing the risk of unauthorized access or data breaches.
Acceptance Criteria: User should be able to set access permissions for a file

Given a file in EffiDrive, when the user sets access permissions for the file, then only the specified users should have the corresponding access level.

User should be able to set access permissions for a folder

Given a folder in EffiDrive, when the user sets access permissions for the folder, then all files within the folder should inherit the specified access permissions.

User should be able to assign roles to team members

Given a team member in EffiCollab, when the user assigns a role to the team member, then the team member should have the corresponding access privileges as defined by the role.

User should be able to revoke access permissions for a file

Given a file with access permissions in EffiDrive, when the user revokes access permissions for the file, then the specified users should no longer have access to the file.

User should be able to revoke access permissions for a folder

Given a folder with access permissions in EffiDrive, when the user revokes access permissions for the folder, then all files within the folder should no longer be accessible to the specified users.

User should not be able to access files with higher access permissions

Given a file with access permissions in EffiDrive, when the user has lower access permissions, then the user should not be able to access or modify the file.

User should not be able to access files with no access permissions

Given a file with no access permissions in EffiDrive, when the user tries to access the file, then the user should be denied access and receive an appropriate error message.

Real-time Collaboration

User Story: As a user, I want to be able to collaborate on documents with my team members in real-time, so that we can work together efficiently.
Description: EffiDrive should offer real-time collaboration capabilities, allowing multiple users to work on the same document simultaneously. Users should be able to see real-time updates and changes made by other team members, with clear indications of who is currently editing the document. This feature should enable seamless and efficient collaboration by eliminating the need for version control or manual merging of document changes. Users should be able to communicate and interact with each other within the document, such as leaving comments, suggesting edits, or highlighting specific sections. Real-time collaboration enhances team productivity and streamlines the document review and approval process.
Acceptance Criteria: Multiple users can edit the same document simultaneously

Given multiple users have access to a document, when one user makes changes to the document, then the changes should be immediately visible to all other users.

Real-time indication of users currently editing the document

Given multiple users are editing a document, when a user opens the document, then they should see clear indications of other users currently editing the document.

Seamless merging of changes made by multiple users

Given multiple users are concurrently editing different sections of a document, when they save their changes, then the changes should be seamlessly merged without any loss of data or conflicts.

In-document communication between collaborators

Given multiple users are working on a document, when they can leave comments, suggest edits, or highlight sections within the document, then they should be able to communicate and collaborate effectively within the document.

Advanced Search Functionality

User Story: As a user, I want to be able to quickly locate specific files or folders, so that I can save time and easily access the resources I need.
Description: EffiDrive should provide an advanced search functionality that allows users to quickly locate specific files or folders. The search feature should support various search criteria, such as file name, file type, author, date modified, and keywords. Users should be able to perform quick searches with basic keywords or use advanced search filters to narrow down the results. EffiDrive should also support search suggestions or auto-complete features to help users find the desired files more efficiently. The advanced search functionality saves time and ensures easy retrieval of project-related resources, improving overall productivity.
Acceptance Criteria: Basic keyword search

Given that I have files in EffiDrive, when I enter a keyword in the search bar and click search, then I should see a list of files and folders that match the keyword.

Search by file name

Given that I have files in EffiDrive, when I enter a file name in the search bar and click search, then I should see a list of files and folders with matching file names.

Search by file type

Given that I have files in EffiDrive, when I select a file type from the search filters and click search, then I should see a list of files and folders with matching file types.

Search by author

Given that I have files in EffiDrive, when I enter an author name in the search bar and click search, then I should see a list of files and folders created by the specified author.

Search by date modified

Given that I have files in EffiDrive, when I enter a specific date or date range in the search bar and click search, then I should see a list of files and folders that were modified on the specified date or within the specified range.

Advanced search filter

Given that I have files in EffiDrive, when I use multiple search filters (e.g., file type, author, and date modified) and click search, then I should see a list of files and folders that match all the specified criteria.

Search suggestion/auto-complete

Given that I have files in EffiDrive, when I start typing in the search bar, then I should see suggestions or auto-complete options that match the entered keywords.

No search results

Given that I have files in EffiDrive, when I enter a keyword or criteria that does not match any files or folders, then I should see a message indicating that no results were found.

EffiReports

EffiReports is a comprehensive reporting feature in EffiCollab that enables users to generate customizable reports and gain valuable insights into project performance. Users can choose from a variety of pre-built templates or create their own reports using drag-and-drop functionality. EffiReports provides visual representations of key metrics, such as task completion rates, resource allocation, and project progress, empowering users to make data-driven decisions. With EffiReports, teams can evaluate project performance, identify areas for improvement, and present project updates to stakeholders with clarity and professionalism.

Requirements

Customizable Report Templates

User Story: As a project manager, I want to be able to customize report templates so that I can tailor them to my specific project requirements.
Description: The feature should allow project managers to customize report templates according to their specific project requirements. Project managers should be able to modify the layout, design, and content of the report templates. This will enable them to present project data in a format that is most useful and meaningful for their stakeholders. The customization options should include the ability to add or remove data fields, rearrange sections, and apply different visual styles. Project managers should also be able to save and use their customized templates for future reporting purposes.
Acceptance Criteria: Project manager modifies the layout of the report template

Given a report template, When the project manager modifies the layout by rearranging sections and data fields, Then the changes should be reflected in the generated report.

Project manager modifies the design of the report template

Given a report template, When the project manager modifies the design by applying different visual styles, Then the changes should be applied to the generated report.

Project manager adds data fields to the report template

Given a report template, When the project manager adds new data fields, Then the new data fields should be included in the generated report.

Project manager removes data fields from the report template

Given a report template with data fields, When the project manager removes some data fields, Then the removed data fields should not be included in the generated report.

Project manager saves a customized report template

Given a customized report template, When the project manager saves the template, Then the customized template should be available for future reporting purposes.

Drag-and-Drop Report Builder

User Story: As a business analyst, I want to be able to create reports using a drag-and-drop interface so that I can easily build custom reports without the need for coding or technical skills.
Description: The feature should provide a user-friendly drag-and-drop interface for creating custom reports. Business analysts should be able to select data fields, arrange them in a desired order, and apply filters or aggregations as needed. The drag-and-drop functionality should allow users to easily manipulate the layout and structure of the report. This will enable business analysts to quickly create and modify reports without the need for coding or technical skills, reducing the dependency on developers or IT support. The report builder should also provide real-time preview updates, allowing users to see the changes instantly as they build the report.
Acceptance Criteria: User drags and drops a data field into the report

Given the report builder interface is open, when the user selects a data field and drags it to the report canvas, then the field should be added to the report.

User arranges data fields in a desired order

Given the report builder interface is open, when the user selects a data field and moves it to a new position in the report, then the field should be rearranged accordingly.

User applies filters to the report

Given the report builder interface is open, when the user selects a data field and applies filters, such as date range or value conditions, then the report should only show data that meets the specified criteria.

User applies aggregations to the report

Given the report builder interface is open, when the user selects a data field and applies aggregations, such as sum, average, or count, then the report should display the calculated values based on the selected field.

User manipulates the layout and structure of the report

Given the report builder interface is open, when the user selects a data field and moves it to a new position or adjusts its size within the report canvas, then the report layout and structure should be updated accordingly.

User sees real-time preview updates

Given the report builder interface is open, when the user makes changes to the report, such as adding or rearranging data fields, applying filters, or adjusting the layout, then the report preview should be automatically updated to reflect the changes.

Advanced Filtering Options

User Story: As a data analyst, I want to be able to apply advanced filtering options to reports so that I can analyze specific subsets of data and derive valuable insights.
Description: The feature should provide advanced filtering options for reports. Data analysts should be able to apply filters based on specific criteria such as date ranges, project phases, task statuses, or resource assignments. They should also have the ability to combine multiple filters to analyze subsets of data that meet complex conditions. Advanced filtering options will enable data analysts to drill down into specific subsets of data and extract valuable insights. This will facilitate better decision-making and help identify trends, patterns, or anomalies in project performance.
Acceptance Criteria: Filtering by date range

Given that I have a report with date values, when I apply a date range filter, then the report should only display data within that range.

Filtering by project phase

Given that I have a report with project phase values, when I apply a project phase filter, then the report should only display data associated with the selected project phase.

Filtering by task status

Given that I have a report with task status values, when I apply a task status filter, then the report should only display data associated with the selected task status.

Filtering by resource assignment

Given that I have a report with resource assignment values, when I apply a resource assignment filter, then the report should only display data associated with the selected resource assignment.

Combining multiple filters

Given that I have a report with multiple filter options, when I apply multiple filters together, then the report should display data that meets all of the selected filter criteria.

Clearing filters

Given that I have applied filters to a report, when I clear the filters, then the report should reset and display all data without any applied filters.

Scheduled Report Generation

User Story: As a project coordinator, I want to be able to schedule automatic report generation so that I can receive updated reports on a regular basis without manual intervention.
Description: The feature should allow project coordinators to schedule automatic report generation at predefined intervals. They should be able to set the frequency (e.g., daily, weekly, monthly) and specify the recipients who should receive the reports. The scheduled report generation should ensure that the reports are generated and delivered to the specified recipients without manual intervention. This will save time and effort for project coordinators who frequently require up-to-date project reports for monitoring and decision-making. It will also ensure that stakeholders receive timely project updates without having to manually request or wait for the reports.
Acceptance Criteria: Project coordinator schedules a daily report generation

Given a project coordinator wants to schedule a daily report generation, when the coordinator sets the frequency to daily and specifies the recipients, then the system should generate the report automatically every day and deliver it to the specified recipients

Project coordinator schedules a weekly report generation

Given a project coordinator wants to schedule a weekly report generation, when the coordinator sets the frequency to weekly and specifies the recipients, then the system should generate the report automatically every week and deliver it to the specified recipients

Project coordinator schedules a monthly report generation

Given a project coordinator wants to schedule a monthly report generation, when the coordinator sets the frequency to monthly and specifies the recipients, then the system should generate the report automatically every month and deliver it to the specified recipients

Project coordinator specifies recipients for report generation

Given a project coordinator wants to specify recipients for report generation, when the coordinator adds the recipients to the scheduled report generation, then the system should send the generated report to the specified recipients

Project coordinator updates recipients for report generation

Given a project coordinator wants to update recipients for report generation, when the coordinator modifies the recipients for the scheduled report generation, then the system should send the generated report to the updated recipients

Interactive Data Visualization

User Story: As a senior executive, I want to be able to visualize project data in an interactive and visually appealing way so that I can easily understand and analyze the overall project performance.
Description: The feature should provide interactive data visualization capabilities for reports. Senior executives should be able to view project data in visually appealing charts, graphs, or diagrams. The data visualization should allow for drill-down capabilities, enabling executives to explore detailed information by interacting with the visual elements. The visualizations should be intuitive and easy to understand, providing a quick overview of the overall project performance. This will enable senior executives to make informed decisions, identify bottlenecks or opportunities, and communicate the project status effectively to stakeholders.
Acceptance Criteria: Senior executive selects a pre-built template to visualize project data

Given a list of pre-built templates, when a senior executive selects a template, then the project data should be visualized according to the selected template.

Senior executive creates a customized visualization

Given drag-and-drop functionality, when a senior executive creates a customized visualization by selecting data fields and visual elements, then the visualization should be generated based on the selected elements.

Senior executive explores detailed information

Given interactive visualizations, when a senior executive interacts with a visual element, then the detailed information related to that element should be displayed, providing drill-down capabilities.

Senior executive understands the overall project performance

Given visually appealing charts, graphs or diagrams, when a senior executive views the project data visualizations, then the visualizations should provide a clear and intuitive overview of the overall project performance.

Senior executive makes informed decisions

Given data-driven visualizations, when a senior executive analyzes the project data, then they should be able to make informed decisions based on the insights gained from the visualizations.

Senior executive communicates project status to stakeholders

Given visually appealing visualizations, when a senior executive presents project updates to stakeholders, then the visualizations should effectively communicate the project status, enabling stakeholders to understand the progress and performance.

EffiTrack

EffiTrack is a powerful project progress tracking feature within EffiCollab. It allows users to monitor the status of project tasks in real-time, providing an overview of the project's progress at any given moment. EffiTrack offers visual representations of task completion, timelines, and dependencies, enabling users to identify bottlenecks and take proactive measures to keep the project on track. With EffiTrack, teams can easily visualize project milestones, monitor task dependencies, and make data-driven decisions to optimize project timelines and resource allocation. EffiTrack enhances project transparency, facilitates effective communication, and fosters accountability among team members, ultimately increasing project efficiency and success.

Requirements

Task Visualization

User Story: As a project manager, I want to visualize the progress of tasks on a visual dashboard so that I can easily track the status of the project at a glance.
Description: The Task Visualization requirement entails creating a visual dashboard within EffiTrack that allows project managers to track the progress of tasks in a visually appealing and intuitive way. This dashboard should provide a clear overview of the project's status, showing the completion status of tasks through visual indicators such as progress bars or color-coded charts. It should also display critical information such as task deadlines, assigned team members, and any dependencies between tasks. By visualizing tasks on a dashboard, project managers can quickly identify completed tasks, pending tasks, and any bottlenecks or delays in the project. This enhances project transparency, facilitates effective communication, and enables project managers to make informed decisions to keep the project on track.
Acceptance Criteria: Project manager opens the EffiTrack dashboard

Given that the project manager has access to EffiCollab and is logged in, when they open the EffiTrack dashboard, then they should see a visual representation of the project's tasks and their progress.

Tasks are displayed with progress indicators

Given that the project manager is viewing the EffiTrack dashboard, when they look at the tasks listed, then they should see progress indicators for each task, such as progress bars or color-coded visual cues, to quickly understand the completion status of the tasks.

Task deadlines are displayed

Given that the project manager is viewing the EffiTrack dashboard, when they look at the tasks listed, then they should see the deadlines associated with each task, providing visibility into the timeline of the project.

Assigned team members are displayed for each task

Given that the project manager is viewing the EffiTrack dashboard, when they look at the tasks listed, then they should see the team members assigned to each task, allowing them to track individual responsibilities and assign tasks effectively.

Dependencies between tasks are displayed

Given that the project manager is viewing the EffiTrack dashboard, when they look at the tasks listed, then they should see any dependencies between tasks, such as predecessor-successor relationships, enabling them to identify task dependencies and plan the project accordingly.

Real-time Task Updates

User Story: As a team member, I want to receive real-time updates on task progress so that I can stay informed and prioritize my work effectively.
Description: The Real-time Task Updates requirement aims to provide team members with real-time updates on task progress within EffiTrack. Whenever there is a status change or any updates to a task, team members should be notified immediately. This notification can be delivered through various channels such as email, push notifications, or within the EffiCollab platform itself. By receiving real-time updates, team members can stay informed about the progress of tasks, identify any changes or delays in project timelines, and prioritize their work accordingly. This enhances collaboration, improves efficiency, and ensures that team members are always up to date with the latest developments in the project.
Acceptance Criteria: Team member receives real-time update via email when task status changes

Given that a team member is assigned to a task, when the status of the task changes, then the team member should receive an email notification with the updated task status.

Team member receives real-time update via push notification when task is assigned to them

Given that a task is assigned to a team member, when the task is assigned, then the team member should receive a push notification with the details of the assigned task.

Team member receives real-time update within EffiCollab when there is a change in task deadline

Given that a team member is assigned to a task, when the deadline of the task is changed, then the team member should receive a real-time update within EffiCollab showing the updated deadline.

Team member receives real-time update via email when they are mentioned in a task comment

Given that a team member is mentioned in a comment of a task, when the comment is posted, then the team member should receive an email notification with the details of the comment.

Team member receives real-time update via push notification when they are assigned as a dependent task

Given that a team member is assigned as a dependent task, when the dependent task is completed, then the team member should receive a push notification with the status update.

Task Dependency Management

User Story: As a project manager, I want to define task dependencies and manage them effectively so that I can ensure smooth project execution.
Description: The Task Dependency Management requirement involves enabling project managers to define task dependencies within EffiTrack and manage them effectively. Project managers should be able to specify which tasks are dependent on each other, creating a clear sequence of tasks that need to be completed in a specific order. This dependency information should be visually represented on the task dashboard, showing the relationship between tasks and highlighting any potential bottlenecks or delays caused by dependencies. Additionally, EffiTrack should automatically adjust task timelines based on changes in dependencies, ensuring that any updates to dependent tasks are reflected in the overall project schedule. By managing task dependencies, project managers can ensure smooth project execution, minimize delays, and optimize resource allocation.
Acceptance Criteria: Project manager can define task dependencies

Given a project manager wants to define task dependencies, when they specify the dependent tasks, then the dependencies are accurately recorded in EffiTrack.

Task dependencies are visually represented on the task dashboard

Given there are task dependencies in the project, when a project manager views the task dashboard, then the dependencies are visually represented and clearly visible.

Bottlenecks or delays caused by dependencies are highlighted

Given there are task dependencies in the project, when there are bottlenecks or delays caused by the dependencies, then they are highlighted on the task dashboard for the project manager to identify and address.

Task timelines are automatically adjusted based on changes in dependencies

Given a change is made to the dependencies of a task, when the dependencies are updated, then the task timelines automatically adjust to reflect the changes in the overall project schedule.

Changes in dependent tasks are reflected in the overall project schedule

Given there are changes made to dependent tasks, when the updates are made, then the overall project schedule is updated to reflect the changes.

Task Progress Reports

User Story: As a project stakeholder, I want to generate task progress reports so that I can track the overall progress of the project and communicate it to relevant stakeholders.
Description: The Task Progress Reports requirement focuses on providing project stakeholders with the ability to generate task progress reports within EffiTrack. These reports should compile key information about task completion, milestones, dependencies, and any issues or bottlenecks in the project. The reports can be generated in various formats such as PDF, Excel, or HTML, allowing stakeholders to customize and share them with relevant parties. By generating task progress reports, project stakeholders can track the overall progress of the project, communicate it to relevant stakeholders, and make data-driven decisions to optimize project timelines and resource allocation. This requirement enhances project transparency, facilitates effective communication, and ensures that stakeholders have a comprehensive overview of the project's status.
Acceptance Criteria: Generating task progress report as a project stakeholder

Given that I am a project stakeholder and I have access to EffiCollab, when I generate a task progress report, then I should be able to select the desired project and specify the time period for the report.

Choosing report format

Given that I am generating a task progress report, when I select the report format, then the report should be generated in the specified format (PDF, Excel, HTML) and should be accessible for download or sharing.

Including task completion status

Given that I am generating a task progress report, when I view the report, then it should display the completion status of each task, categorized as 'completed', 'in progress', or 'not started'.

Displaying task milestones

Given that I am generating a task progress report, when I view the report, then it should include a section that displays the milestones associated with each task, indicating whether they are completed or pending.

Showing task dependencies

Given that I am generating a task progress report, when I view the report, then it should provide a visual representation of task dependencies, indicating which tasks are dependent on others and vice versa.

Identifying project bottlenecks

Given that I am generating a task progress report, when I view the report, then it should highlight any bottlenecks or delays in the project, such as tasks that are overdue or have a high number of dependencies.

Including issue tracking

Given that I am generating a task progress report, when I view the report, then it should include information about any issues or obstacles that are impacting task progress, allowing stakeholders to address them promptly.

Customizing report content

Given that I am generating a task progress report, when I view the report, then it should allow me to customize the content and layout of the report, including selecting specific information to include or exclude.

Sharing reports with stakeholders

Given that I am generating a task progress report, when I view the report, then it should provide options for sharing the report with other stakeholders, such as through email, collaboration tools, or generating a shareable link.

Ensuring report accuracy and reliability

Given that I am generating a task progress report, when I view the report, then it should accurately reflect the current status of the project tasks, ensuring reliability and up-to-date information.

Task Filtering and Sorting

User Story: As a team member, I want the ability to filter and sort tasks based on various criteria so that I can easily find and prioritize my work.
Description: The Task Filtering and Sorting requirement aims to provide team members with the ability to filter and sort tasks based on various criteria within EffiTrack. Team members should be able to filter tasks by attributes such as project, due date, assigned team member, or priority. They should also have the option to sort tasks by attributes such as due date, priority, or completion status. This filtering and sorting functionality will enable team members to easily find and prioritize their work, focusing on tasks that require immediate attention or are of high importance. By providing flexible filtering and sorting options, EffiTrack enhances productivity, improves time management, and ensures that team members can efficiently manage their workload.
Acceptance Criteria: Filter tasks by project

Given that I have multiple projects with tasks, when I select a specific project from the filter options, then only tasks associated with that project are displayed.

Filter tasks by due date

Given that I have tasks with different due dates, when I select a specific due date from the filter options, then only tasks with that due date are displayed.

Filter tasks by assigned team member

Given that I have tasks assigned to different team members, when I select a specific team member from the filter options, then only tasks assigned to that team member are displayed.

Filter tasks by priority

Given that I have tasks with different priority levels, when I select a specific priority level from the filter options, then only tasks with that priority level are displayed.

Sort tasks by due date

Given that I have tasks with different due dates, when I select the 'Sort by Due Date' option, then the tasks are sorted in ascending order based on their due dates.

Sort tasks by priority

Given that I have tasks with different priority levels, when I select the 'Sort by Priority' option, then the tasks are sorted in descending order based on their priority levels.

Sort tasks by completion status

Given that I have tasks with different completion statuses, when I select the 'Sort by Completion Status' option, then the tasks are sorted in ascending order based on their completion status.

EffiConnect

EffiConnect is a comprehensive communication tool embedded in EffiCollab, designed to streamline team collaboration and enhance communication within projects. EffiConnect provides a centralized platform for team members to interact, share files, exchange messages, and hold discussions in real-time. With features like chat channels, video conferencing, and screen sharing, EffiConnect ensures seamless and instant communication among team members, regardless of their geographical locations. The intuitive interface facilitates efficient information sharing, eliminates communication gaps, and promotes collaboration and knowledge sharing. EffiConnect empowers teams to stay connected, resolve issues promptly, and build a cohesive work environment, resulting in improved productivity and successful project outcomes.

Requirements

Efficient File Sharing

User Story: As a project manager, I want to easily share files with team members so that we can collaborate on documents and deliverables.
Description: The EffiConnect feature should have a user-friendly interface that allows project managers and team members to effortlessly share files within the platform. Users should be able to upload files, organize them into folders, and share them with specific team members or groups. The feature should support various file formats and provide options for previewing, downloading, and editing files. This requirement will enhance collaboration by ensuring that all project-related files are accessible to the appropriate team members at any time, promoting efficient document sharing and version control.
Acceptance Criteria: Uploading a file

Given a user is logged in and on the EffiConnect feature, when the user selects the upload file option and selects a file to upload, then the file should be successfully uploaded to the platform.

Organizing files into folders

Given a user is logged in and on the EffiConnect feature, when the user creates a new folder and moves files into the folder, then the files should be successfully organized within the folder.

Sharing files with specific team members

Given a user is logged in and on the EffiConnect feature, when the user selects a file and chooses the share option, then the user should be able to specify specific team members or groups to share the file with.

Supporting various file formats

Given a user is logged in and on the EffiConnect feature, when the user uploads a file with a supported file format, then the file should be accepted and displayed correctly within the platform.

Providing file preview, download, and edit options

Given a user is logged in and on the EffiConnect feature, when the user selects a file, then the user should have options to preview the file, download the file, and edit the file if applicable.

Enabling access control and version control

Given a user is logged in and on the EffiConnect feature, when a file is shared with specific team members, then only those members should have access to the file. Additionally, the system should keep track of file versions and allow users to view and restore previous versions if needed.

Enhanced Video Conferencing

User Story: As a remote team member, I want to have high-quality video conferencing capabilities so that I can participate fully in virtual meetings and discussions.
Description: EffiConnect should provide a robust video conferencing feature that supports high-definition video and audio quality. The feature should allow users to schedule and join video conferences directly within the platform, eliminating the need for third-party applications. Users should be able to invite team members, share screens, and have access to features like chat, file sharing, and collaborative whiteboarding during video conferences. This requirement will enhance virtual collaboration by providing a seamless and immersive meeting experience, enabling remote team members to actively participate in discussions, present ideas, and contribute to project progress.
Acceptance Criteria: User should be able to schedule a video conference

Given that the user wants to schedule a video conference, when the user selects the schedule video conference option, then the user should be presented with a form to enter the conference details such as title, date, time, and participants.

User should be able to join a video conference

Given that the user wants to join a video conference, when the user clicks on the join conference link or enters the conference ID, then the user should be connected to the video conference with audio and video capabilities.

User should be able to invite team members to a video conference

Given that the user is in a video conference, when the user clicks on the invite button, then the user should be able to select team members from a contact list and send them invitations to join the conference.

User should be able to share their screen during a video conference

Given that the user is in a video conference, when the user clicks on the screen sharing button, then the user should be able to select the screen or application they want to share, and the shared content should be visible to all participants in the conference.

User should be able to send chat messages during a video conference

Given that the user is in a video conference, when the user types and sends a chat message, then the message should be visible to all participants in the conference.

User should be able to share files during a video conference

Given that the user is in a video conference, when the user clicks on the file sharing button, then the user should be able to select files from their device and share them with all participants in the conference.

User should be able to use collaborative whiteboarding during a video conference

Given that the user is in a video conference, when the user clicks on the whiteboard button, then the user should be able to access a collaborative whiteboard where they can draw, annotate, and collaborate with other participants in real-time.

Audio and video quality should be clear and consistent during a video conference

Given that the user is in a video conference, when the user starts or joins a conference, then the audio and video quality should be clear and consistent without any significant delays or interruptions.

Video conference should support high-definition video

Given that the user is in a video conference, when the user starts or joins a conference, then the video quality should be high-definition with sharp and clear visuals.

Video conference should support high-quality audio

Given that the user is in a video conference, when the user starts or joins a conference, then the audio quality should be high-quality with clear and crisp sound.

Real-Time Messaging

User Story: As a team member, I want to have real-time messaging capabilities so that I can quickly communicate with colleagues and get immediate responses to my queries.
Description: EffiConnect should include a real-time messaging feature that allows team members to exchange instant messages within the platform. Users should be able to create chat channels for specific projects or topics, as well as initiate one-on-one conversations with colleagues. The messaging feature should support features like message history, search functionality, and the ability to share files and multimedia content. This requirement will facilitate seamless communication and enable quick decision-making among team members, eliminating delays and promoting efficient collaboration.
Acceptance Criteria: Team member sends a message in a chat channel

Given a chat channel is created and team members are online, when a team member sends a message in the chat channel, then the message is instantly visible to all team members in the chat channel.

Team member receives a message in a chat channel

Given a chat channel is created and team members are online, when a team member receives a message in the chat channel, then the message is instantly displayed in the chat channel for the receiving team member.

Team member initiates a one-on-one conversation

Given team members are online, when a team member initiates a one-on-one conversation with another team member, then the conversation window opens for both team members and they can exchange messages privately.

Message history

Given a chat channel or one-on-one conversation has previous messages, when a team member accesses the chat channel or conversation, then the team member can view the complete history of messages.

Search functionality

Given a chat channel or one-on-one conversation has multiple messages, when a team member searches for a specific keyword or phrase, then the search results display all relevant messages containing the keyword or phrase.

File and multimedia sharing

Given a chat channel or one-on-one conversation, when a team member wants to share a file or multimedia content, then the team member can upload and share the file or content within the chat channel or conversation.

Collaborative Discussions

User Story: As a team member, I want to participate in collaborative discussions so that I can share ideas, provide feedback, and contribute to project decision-making.
Description: EffiConnect should provide a platform for team members to engage in collaborative discussions within the context of specific projects or topics. Users should be able to create discussion threads, post comments, and reply to existing discussions. The feature should support rich text formatting, attaching files, and mentioning specific team members to ensure effective communication and collaboration. This requirement will promote knowledge sharing, idea generation, and collective decision-making, empowering team members to actively contribute to project success.
Acceptance Criteria: User creates a new discussion thread

Given that the user is in the EffiConnect module, when the user creates a new discussion thread, then the thread should be created and displayed in the list of discussions.

User posts a comment in a discussion thread

Given that the user is viewing a discussion thread, when the user posts a comment, then the comment should be added to the thread and displayed.

User replies to a comment in a discussion thread

Given that the user is viewing a discussion thread with comments, when the user replies to a comment, then the reply should be added to the comment and displayed.

User attaches a file to a comment in a discussion thread

Given that the user is posting a comment in a discussion thread, when the user attaches a file to the comment, then the file should be uploaded and associated with the comment.

User mentions a team member in a comment

Given that the user is posting a comment in a discussion thread, when the user mentions a team member using the @username format, then the mentioned team member should be notified and highlighted in the comment.

Integration with EffiCalendar

User Story: As a user, I want EffiConnect and EffiCalendar to be seamlessly integrated so that I can easily schedule and manage meetings within the communication platform.
Description: EffiConnect should be seamlessly integrated with EffiCalendar, allowing users to schedule and manage meetings directly within the communication platform. Users should be able to see their calendar availability, invite team members to meetings, and receive notifications for upcoming meetings. The integration should provide a consolidated view of both communication and scheduling capabilities, enabling users to streamline their workflow and avoid the hassle of switching between multiple applications. This requirement will enhance productivity and efficiency by centralizing project-related communication and scheduling tasks in one platform.
Acceptance Criteria: User should be able to view their calendar availability within EffiConnect

Given that the user is logged in to EffiCollab, when they access EffiConnect, then they should be able to see their calendar availability displayed in the interface.

User should be able to schedule a meeting within EffiConnect

Given that the user is logged in to EffiCollab and has access to EffiConnect, when they navigate to the scheduling feature, then they should be able to create a new meeting by selecting a date, time, and duration.

User should be able to invite team members to a meeting within EffiConnect

Given that the user is creating a new meeting in EffiConnect, when they add participants to the meeting, then the selected team members should receive an invitation notification.

User should receive notifications for upcoming meetings

Given that the user is logged in to EffiCollab and has scheduled meetings in EffiConnect, when the meeting time is approaching, then the user should receive a notification reminding them of the upcoming meeting.

User should be able to access EffiCalendar from EffiConnect

Given that the user is logged in to EffiCollab and has access to EffiConnect, when they navigate to the calendar feature, then they should be able to seamlessly switch to EffiCalendar to view and manage their calendar events.

EffiInsights

EffiInsights is a robust reporting and analytics feature offered by EffiCollab. It provides users with actionable insights and data analytics to gain a deeper understanding of project performance and identify areas of improvement. EffiInsights offers customizable dashboards and visualizations that consolidate project data, such as task progress, resource utilization, and project timelines. Users can generate comprehensive reports and export them in various formats for further analysis and sharing with stakeholders. EffiInsights equips teams with the information needed for data-driven decision-making, optimizing project strategies, and enhancing overall project success.

Requirements

Customizable Dashboards

User Story: As a project manager, I want to customize dashboards in EffiInsights so that I can view project data in a way that is most relevant and meaningful to me.
Description: EffiInsights should provide the ability for project managers to customize dashboards according to their specific preferences and needs. This will allow project managers to arrange and display project data in a way that is most relevant and meaningful to them. Customizable dashboards will enhance the user experience by providing a personalized view of project performance and metrics. Users will be able to add, remove, and rearrange widgets and charts on their dashboard, and also have the ability to choose which data to display. This feature will empower project managers to focus on the key performance indicators that matter most to them, enabling better decision-making and improved project outcomes.
Acceptance Criteria: Project manager adds a new widget to the dashboard

Given that a project manager is viewing the EffiInsights dashboard, when they choose to add a new widget, then the widget should be displayed on the dashboard.

Project manager removes a widget from the dashboard

Given that a project manager is viewing the EffiInsights dashboard, when they choose to remove a widget, then the widget should be removed from the dashboard.

Project manager rearranges the order of widgets on the dashboard

Given that a project manager is viewing the EffiInsights dashboard, when they drag and drop a widget to a new position, then the widgets should be rearranged accordingly on the dashboard.

Project manager selects which data to display on a widget

Given that a project manager is viewing the EffiInsights dashboard, when they select the data options for a widget, then only the chosen data should be displayed on the widget.

Project manager saves the customized dashboard settings

Given that a project manager has made changes to the EffiInsights dashboard, when they choose to save the customized settings, then the changes should be saved and applied whenever the dashboard is accessed.

Advanced Data Visualization

User Story: As an analyst, I want advanced data visualization options in EffiInsights so that I can gain deeper insights from complex data sets.
Description: EffiInsights should offer advanced data visualization options to enable analysts to gain deeper insights from complex data sets. This feature will provide a variety of visualization types, such as line charts, bar charts, pie charts, and scatter plots, to present data in a visually appealing and understandable format. Users will have the ability to customize the appearance and formatting of visualizations, as well as apply filters and drill-down capabilities to explore data at different levels of granularity. Advanced data visualization will enhance data exploration and analysis, enabling analysts to uncover patterns, trends, and outliers that may not be immediately apparent in raw data. This will facilitate data-driven decision-making and improve the accuracy and efficiency of analysis tasks.
Acceptance Criteria: Analyst wants to create a line chart for task progress

Given that the analyst has access to the EffiInsights feature, when they select the task progress data set and choose the line chart visualization option, then a line chart should be displayed depicting the task progress over time.

Analyst wants to create a bar chart for resource utilization

Given that the analyst has access to the EffiInsights feature, when they select the resource utilization data set and choose the bar chart visualization option, then a bar chart should be displayed showing the resource utilization for different resources.

Analyst wants to create a pie chart for project status

Given that the analyst has access to the EffiInsights feature, when they select the project status data set and choose the pie chart visualization option, then a pie chart should be displayed representing the distribution of project status categories.

Analyst wants to create a scatter plot for task duration and resource efficiency

Given that the analyst has access to the EffiInsights feature, when they select the task duration and resource efficiency data sets and choose the scatter plot visualization option, then a scatter plot should be displayed with task duration on the x-axis and resource efficiency on the y-axis.

Analyst wants to customize the appearance and formatting of visualizations

Given that the analyst has access to the EffiInsights feature and has created a visualization, when they select the customization options, such as color, font, and title, then the visualization should be updated based on the selected customizations.

Analyst wants to apply filters to the visualization

Given that the analyst has access to the EffiInsights feature and has created a visualization, when they apply filters based on specific criteria, such as time range or resource type, then the visualization should dynamically update to reflect the filtered data.

Analyst wants to drill down into the visualization for deeper exploration

Given that the analyst has access to the EffiInsights feature and has created a visualization, when they interact with the visualization, such as clicking on a data point or selecting a specific area, then the visualization should provide a detailed view or additional information related to the selected data.

Automated Report Generation

User Story: As a project team member, I want EffiInsights to generate automated reports so that I can easily share project data with stakeholders.
Description: EffiInsights should have the capability to generate automated reports to facilitate the sharing of project data with stakeholders. This feature will allow project team members to select predefined report templates or create custom report formats based on their specific reporting requirements. Users will be able to schedule report generation at regular intervals, such as daily, weekly, or monthly, and specify the recipients who should receive the reports. Automated report generation will streamline the process of sharing project insights and eliminate the need for manual data extraction and formatting. This will save time and effort for project team members, improve communication and collaboration with stakeholders, and ensure that the most up-to-date and accurate project information is readily available.
Acceptance Criteria: Generating a predefined report template

Given a predefined report template is selected, When the automated report generation is triggered, Then the report is generated based on the selected template.

Generating a custom report format

Given a custom report format is created, When the automated report generation is triggered, Then the report is generated based on the custom format.

Scheduling report generation

Given a report generation schedule is set, When the scheduled time is reached, Then the report is automatically generated.

Specifying recipients for the reports

Given recipients are specified for the reports, When the automated report generation is triggered, Then the reports are sent to the specified recipients.

Integration with External Data Sources

User Story: As a data analyst, I want EffiInsights to integrate with external data sources so that I can consolidate data from multiple systems for comprehensive analysis.
Description: EffiInsights should provide seamless integration with external data sources to enable data analysts to consolidate data from multiple systems for comprehensive analysis. This feature will allow users to connect EffiInsights with other software applications, databases, and APIs to import and synchronize data from various sources. Users will have the ability to map and transform data from different formats into a unified data model within EffiInsights. Integration with external data sources will enhance the completeness and accuracy of data analysis by incorporating data from different business systems and processes. This will enable data analysts to perform more comprehensive and meaningful analysis, uncovering deeper insights and correlations that can contribute to better decision-making and improved project outcomes.
Acceptance Criteria: Connect EffiInsights with a software application

Given that I have a software application, When I connect EffiInsights with the software application, Then EffiInsights should establish a successful connection and retrieve data from the software application.

Import data from a database

Given that I have a database, When I import data from the database into EffiInsights, Then EffiInsights should successfully import the data and make it available for analysis.

Synchronize data with an API

Given that I have an API, When I synchronize data with the API in EffiInsights, Then EffiInsights should establish a successful connection, retrieve data from the API, and keep the data synchronized with the API.

Map and transform data from different formats

Given that I have data in different formats, When I map and transform the data into a unified data model in EffiInsights, Then EffiInsights should successfully map and transform the data, resulting in a unified and standardized data model.

Incorporate data from multiple sources

Given that I have multiple data sources, When I incorporate data from multiple sources into EffiInsights, Then EffiInsights should successfully consolidate and merge the data from different sources, resulting in a comprehensive dataset for analysis.

Perform comprehensive and meaningful analysis

Given that I have integrated data in EffiInsights, When I perform analysis on the data, Then EffiInsights should provide accurate and reliable insights, uncovering deeper correlations and patterns in the data.

Enhance decision-making and project outcomes

Given that I have access to integrated data in EffiInsights, When I use the insights to make data-driven decisions, Then the decision-making process should be improved, leading to better project outcomes.

Mobile Access

User Story: As a project stakeholder, I want to access EffiInsights on my mobile device so that I can view project data and performance on the go.
Description: EffiInsights should provide mobile access to enable project stakeholders to view project data and performance on their mobile devices. This feature will allow users to access EffiInsights through a mobile app or a responsive web interface that is optimized for mobile viewing. Mobile access will enable project stakeholders to stay informed about project performance, track key metrics, and make data-driven decisions even when they are not in front of a computer. Users will be able to view dashboards, reports, and visualizations on their mobile devices, and also have the ability to interact with the data by applying filters and drill-down capabilities. Mobile access will improve accessibility and facilitate real-time decision-making, enhancing collaboration and productivity for remote and mobile teams.
Acceptance Criteria: User can access EffiInsights on a mobile device

Given that the user has a mobile device with internet connectivity, when they open the EffiCollab mobile app or access the EffiCollab website from their mobile browser, then they should be able to access EffiInsights.

EffiInsights provides a responsive web interface for mobile viewing

Given that the user accesses EffiInsights through a mobile browser, when they navigate to EffiInsights, then the web interface should adapt and optimize the display for the smaller screen size, providing a user-friendly experience.

EffiInsights mobile app is available for download

Given that the user has a mobile device, when they search for the EffiCollab mobile app in their device's app store (e.g., Apple App Store, Google Play Store), then they should be able to download and install the EffiCollab mobile app.

EffiInsights mobile app supports key features of EffiInsights

Given that the user has installed the EffiCollab mobile app, when they open the app and navigate to the EffiInsights section, then they should have access to all the key features of EffiInsights, such as customizable dashboards, visualizations, and the ability to generate and export reports.

EffiInsights mobile app provides offline access to previously loaded data

Given that the user has opened the EffiCollab mobile app and accessed EffiInsights, when they have an active internet connection and load project data, then the app should store a cached version of the data locally, allowing the user to continue accessing and viewing the data even when offline.

EffiInsights mobile app supports data interaction

Given that the user has opened a dashboard or visualization in the EffiCollab mobile app, when they interact with the data by applying filters or performing drill-down actions, then the app should respond and update the displayed data in real-time based on the user's inputs.

EffiMobile

EffiMobile is a mobile application that complements EffiCollab, providing users with on-the-go access to project management features and functionality. With EffiMobile, users can stay connected with their projects, update task statuses, assign and delegate tasks, and engage in real-time discussions with team members from their mobile devices. EffiMobile ensures that users have the flexibility to manage projects and collaborate efficiently, even when they are not in the office. The intuitive mobile interface of EffiMobile offers a seamless user experience, allowing users to maintain productivity and stay informed about project updates, no matter their location.

Requirements

EffiMobile Login

User Story: As a user, I want to be able to login to EffiMobile so that I can access my projects and collaborate on the go.
Description: The EffiMobile Login requirement enables users to securely authenticate and access their account on the EffiMobile application. Users should be able to enter their credentials, such as username and password, to log in to EffiMobile. This requirement includes the implementation of a secure authentication mechanism, such as password hashing and encryption, to protect the user's login credentials. By providing a login feature for EffiMobile, users can access their projects and collaborate with team members while on the go. This enhances the flexibility and convenience of using EffiCollab, as users are no longer limited to accessing their projects only from a desktop computer. Whether they are at a client meeting, traveling, or simply away from their desk, users can use EffiMobile to stay connected and productive.
Acceptance Criteria: User enters valid login credentials

Given the user has a valid account, When the user enters their valid login credentials, Then they should be successfully logged in to EffiMobile.

User enters invalid login credentials

Given the user has an invalid account or enters incorrect login credentials, When the user enters their invalid login credentials, Then they should receive an error message indicating that the login is unsuccessful.

User forgets password

Given the user has forgotten their password, When the user selects the 'Forgot Password' option, Then they should be provided with a password reset mechanism, such as an email with a temporary password or a password reset link.

User's account is locked

Given the user's account has been locked due to multiple failed login attempts, When the user tries to log in, Then they should receive a notification that their account is locked and provide instructions on how to unlock it, such as contacting the system administrator.

User's account is inactive

Given the user's account is marked as inactive, When the user tries to log in, Then they should receive a notification that their account is inactive and provide instructions on how to reactivate it, such as contacting customer support.

User stays logged in

Given the user has successfully logged in to EffiMobile, When the user closes and reopens the application, Then they should remain logged in and be able to access their projects without having to re-enter their login credentials.

EffiMobile Project Overview

User Story: As a user, I want to view an overview of my projects in EffiMobile so that I can quickly see the progress and status of each project.
Description: The EffiMobile Project Overview requirement allows users to view a summary of their projects directly on the EffiMobile application. This includes key information such as project name, status, progress, and assigned tasks. Users can access this overview from the main dashboard of EffiMobile, providing them with a quick and convenient way to stay updated on the status of their projects. By having an overview of their projects, users can easily prioritize their tasks, identify any potential issues or delays, and make informed decisions while on the go. This feature enhances the user experience by providing a centralized view of all their projects, eliminating the need to navigate through multiple screens to gather project-related information.
Acceptance Criteria: User opens the EffiMobile application

Given that the user has opened the EffiMobile application, when they navigate to the Project Overview section, then they should see a list of their projects.

User selects a project from the Project Overview

Given that the user has opened the EffiMobile application and is viewing the Project Overview section, when they select a specific project from the list, then they should be directed to the project details page.

User views project details from the Project Overview

Given that the user has opened the EffiMobile application and is viewing the Project Overview section, when they select a specific project from the list, then they should see the project details including project name, status, progress, and assigned tasks.

User sees project status in the Project Overview

Given that the user is viewing the Project Overview section and has selected a project, then they should see the current status of the project displayed prominently.

User sees project progress in the Project Overview

Given that the user is viewing the Project Overview section and has selected a project, then they should see the progress of the project represented visually, such as a progress bar or percentage.

User sees assigned tasks in the Project Overview

Given that the user is viewing the Project Overview section and has selected a project, then they should see a list of tasks that are assigned to them within the project.

User can navigate back to the Project Overview

Given that the user has selected a project to view its details, when they navigate back from the project details page, then they should return to the Project Overview section.

EffiMobile Task Management

User Story: As a user, I want to be able to manage tasks in EffiMobile so that I can assign, update, and track progress on the go.
Description: The EffiMobile Task Management requirement enables users to manage tasks directly from the EffiMobile application. Users should be able to create new tasks, assign tasks to team members, update task statuses, and track the progress of tasks. This requirement should include features such as task filtering, sorting, and search functionality to help users easily find and manage their tasks. By having the ability to manage tasks on the go, users can stay productive and ensure that project deliverables are being tracked and completed efficiently. Whether they are in a meeting, traveling, or away from their desk, users can use EffiMobile to keep tasks organized, assign them to team members, and track their progress in real-time.
Acceptance Criteria: User creates a new task

Given the user is logged into EffiMobile and has project access, when the user creates a new task by providing the task details and assigning it to a team member, then the task should be successfully created and visible in the task list.

User updates task status

Given the user has project access and an assigned task in EffiMobile, when the user updates the task status to 'In Progress' or 'Completed', then the task status should be successfully updated and reflected in the task list.

User assigns a task to a team member

Given the user has project access and an assigned task in EffiMobile, when the user assigns the task to a team member by selecting them from the list of available team members, then the task should be successfully assigned to the selected team member and reflected in their task list.

User filters tasks based on status

Given the user has project access and multiple tasks in EffiMobile, when the user selects a specific status filter (e.g., 'In Progress', 'Completed'), then only the tasks with the selected status should be displayed in the task list.

User sorts tasks by due date

Given the user has project access and multiple tasks in EffiMobile, when the user selects the 'Sort by Due Date' option, then the tasks should be displayed in ascending order based on their due dates in the task list.

User searches for a specific task

Given the user has project access and multiple tasks in EffiMobile, when the user enters a keyword or task name in the search bar, then only the tasks that match the entered keyword should be displayed in the task list.

EffiMobile Team Collaboration

User Story: As a user, I want to collaborate with team members in EffiMobile so that we can have real-time discussions and update each other on project-related matters.
Description: The EffiMobile Team Collaboration requirement enables users to collaborate with their team members directly from the EffiMobile application. This includes features such as real-time messaging, discussion threads, and file sharing. Users should be able to engage in discussions, ask questions, provide updates, and share files with their team members, all within the EffiMobile interface. This requirement should also include the ability to receive instant notifications for new messages or updates from team members. By providing team collaboration features in EffiMobile, users can easily communicate with their team members, regardless of their location. Whether they are in a different time zone, traveling, or simply away from their desk, users can stay connected and collaborate effectively to ensure project success.
Acceptance Criteria: Send a real-time message to a team member

Given that I am logged into EffiMobile, when I enter a message in the chat interface and select a team member to send the message to, then the message should be delivered to the selected team member in real-time.

View discussion threads

Given that there are existing discussion threads in EffiMobile, when I navigate to the discussion section, then I should be able to view all the active discussion threads with the associated conversation history and participants.

Reply to a discussion thread

Given that I am viewing a discussion thread in EffiMobile, when I enter a reply in the message input field and submit it, then my reply should be added to the thread and visible to all participants of the discussion.

Share a file with a team member

Given that I have a file to share in EffiMobile, when I select the file and choose a team member to share it with, then the file should be successfully shared with the selected team member.

Receive instant notifications for new messages or updates

Given that I am logged into EffiMobile, when a team member sends me a message or updates a discussion thread I am participating in, then I should receive an instant notification on my device.

EffiMobile Offline Mode

User Story: As a user, I want to be able to use EffiMobile even when I don't have an internet connection so that I can continue working on my tasks and projects.
Description: The EffiMobile Offline Mode requirement allows users to continue using EffiMobile even when they are not connected to the internet. Users should be able to access their projects, view project details, and perform certain actions such as updating task statuses or adding comments to tasks, even when offline. EffiMobile should store any actions performed offline and synchronize them with the EffiCollab server once an internet connection is established. By providing an offline mode feature, users can remain productive and continue working on their tasks and projects, even in situations where internet connectivity is limited or unavailable. This enhances the usability and reliability of EffiMobile, ensuring that users can rely on the application to support their project management needs regardless of their internet connection status.
Acceptance Criteria: User is able to access EffiMobile in offline mode

Given that the user has an internet connection, when the user goes offline, then they should still be able to access EffiMobile and view project details.

User can perform task updates in offline mode

Given that the user has an internet connection, when the user goes offline and updates task statuses or adds comments to tasks, then the changes should be saved locally on the device and synchronized with the EffiCollab server once an internet connection is available.

User receives a notification when offline changes are successfully synchronized

Given that the user made changes to tasks or projects while offline, when the device is connected to the internet, then the user should receive a notification confirming that the offline changes have been successfully synchronized with the EffiCollab server.

User is limited in functionality while in offline mode

Given that the user is in offline mode, when the user tries to perform actions that require an internet connection, such as creating new tasks or uploading files, then the user should be notified that these actions are not available until they regain internet connectivity.

User is able to switch between online and offline mode

Given that the user is in offline mode, when the user regains internet connectivity, then the user should be able to switch to online mode and have full access to EffiMobile's features and functionality.

EffiReports

EffiReports is a comprehensive reporting feature that empowers users to generate customizable and insightful reports within EffiCollab. With EffiReports, users can create project progress reports, resource utilization reports, and task completion reports, among others. The feature offers a variety of report templates and customization options, allowing users to tailor their reports to specific project requirements and stakeholder needs. EffiReports enables users to present project information in a clear and visually appealing format, enhancing communication with stakeholders and facilitating data-driven decision-making. EffiReports streamlines the reporting process, saving time and effort while providing valuable project insights.

Requirements

Custom Report Templates

User Story: As a project manager, I want to be able to create custom report templates so that I can generate reports tailored to the specific needs of my project.
Description: The Custom Report Templates requirement allows project managers to create their own report templates within EffiReports. With this feature, project managers can define the structure and layout of the reports based on the specific needs and requirements of their project. This includes selecting the data fields to include in the report, arranging them in a desired order, and customizing the formatting and styling of the report. By having the ability to create custom report templates, project managers can easily generate reports that provide the necessary insights and information for their projects, enabling them to effectively communicate the project status and progress to stakeholders.
Acceptance Criteria: Project manager creates a new custom report template

Given a project manager has access to EffiReports When the project manager creates a new custom report template Then the custom report template is saved in the system

Project manager selects data fields for custom report template

Given a project manager has created a new custom report template When the project manager selects the desired data fields for the report Then the selected data fields are included in the custom report template

Project manager arranges data fields in custom report template

Given a project manager has created a new custom report template When the project manager arranges the data fields in a desired order Then the data fields are displayed in the custom report template according to the specified order

Project manager customizes formatting and styling of custom report template

Given a project manager has created a new custom report template When the project manager customizes the formatting and styling options Then the custom report template is displayed with the specified formatting and styling

Project manager saves and applies custom report template

Given a project manager has created or modified a custom report template When the project manager saves the template Then the custom report template is saved and can be applied to generate reports

Project manager generates a report using a custom report template

Given a project manager has created a custom report template When the project manager selects the custom report template to generate a report Then a report is generated with the specified data fields, order, formatting, and styling

Scheduled Report Generation

User Story: As a team lead, I want to schedule automated report generation so that I can receive updated reports on a regular basis without manual effort.
Description: The Scheduled Report Generation requirement allows users to set up automated report generation on a regular schedule within EffiReports. Users can specify the frequency (e.g., daily, weekly, monthly) and timing for the report generation, and EffiReports will automatically generate and deliver the reports to the specified recipients. This feature saves time and effort for users as they no longer need to manually generate and distribute reports. Users can rely on the automated process to receive updated reports at regular intervals, ensuring that they are always up-to-date with the project information. This is especially beneficial for team leads and managers who need to review and analyze reports regularly to monitor project progress and make data-driven decisions.
Acceptance Criteria: User can set the frequency of report generation

Given a report generation setting page, when the user selects a frequency option (e.g., daily, weekly, monthly), then the selected frequency is saved for the scheduled report generation.

User can set the timing of report generation

Given a report generation setting page, when the user specifies the timing for report generation (e.g., specific time of the day, specific day of the week), then the specified timing is saved for the scheduled report generation.

Scheduled reports are automatically generated

Given a scheduled report generation setting, when the scheduled time for report generation is reached, then EffiReports automatically generates the specified reports.

Scheduled reports are delivered to specified recipients

Given a scheduled report generation setting with specified recipients, when the scheduled time for report generation is reached, then EffiReports automatically delivers the generated reports to the specified recipients.

Reports are generated with up-to-date data

Given a scheduled report generation setting, when the reports are generated at the scheduled time, then the generated reports include the most recent project data.

Users can manage scheduled report generation settings

Given a report generation settings page, when a user has access to manage scheduled report settings, then the user can view, edit, and delete existing scheduled report generation settings.

Data Visualization

User Story: As a business analyst, I want visualizations in the reports so that I can easily interpret and analyze the project data.
Description: The Data Visualization requirement enhances EffiReports with data visualization capabilities. Users can include visual elements such as charts, graphs, and diagrams in their reports to present project data in a visually appealing and easily understandable manner. This enables business analysts and stakeholders to quickly interpret and analyze the project information, identifying trends, patterns, and insights. The data visualization feature improves the overall readability and comprehension of the reports, making it easier for users to present and communicate the project data to a wider audience. By leveraging visualizations, users can gain a deeper understanding of the project metrics, performance, and trends, enabling them to make informed decisions and take appropriate actions.
Acceptance Criteria: Generate a line chart for project progress

Given a project with progress data, when generating a report, then a line chart should be included to visualize the progress over time.

Display a pie chart for resource allocation

Given a project with resource allocation data, when generating a report, then a pie chart should be included to visualize the distribution of resources.

Create a bar graph for task completion

Given a project with task completion data, when generating a report, then a bar graph should be included to visualize the percentage of completed tasks for each team member.

Include a scatter plot for project performance

Given a project with performance data, when generating a report, then a scatter plot should be included to visualize the relationship between different project metrics.

Present a stacked area chart for project milestones

Given a project with milestone data, when generating a report, then a stacked area chart should be included to visualize the progress of each milestone over time.

Sharing and Collaboration

User Story: As a team member, I want to be able to share and collaborate on reports with my colleagues so that we can work together to analyze and discuss the project data.
Description: The Sharing and Collaboration requirement enables users to easily share and collaborate on reports within EffiReports. Users can share reports with specific individuals or groups, granting them access to view, edit, and comment on the reports. This facilitates collaborative analysis and discussion of the project data, allowing team members to work together in real-time to interpret and derive insights from the reports. Users can provide feedback, ask questions, and make annotations directly within the reports, creating a centralized platform for collaborative data analysis. This feature improves team productivity and collaboration, as it eliminates the need for manual sharing of reports via email or other communication channels, and ensures that everyone has access to the most updated version of the reports.
Acceptance Criteria: User can share a report with specific individuals

Given that a user has a report, when the user selects the share option and specifies the recipients, then the report is shared with the specified individuals and they can access and view the report.

User can collaborate on a shared report

Given that a user has a shared report, when the user makes edits or comments on the report, then the changes are reflected for all collaborators in real-time.

User can control access levels for shared reports

Given that a user has a shared report, when the user sets access permissions for different individuals or groups, then only the specified users or groups can view, edit, or comment on the report based on their assigned access levels.

User can receive notifications for shared reports

Given that a user is a collaborator on a shared report, when there are updates or comments on the report, then the user receives notifications to stay informed about the changes.

User can track changes and revisions in shared reports

Given that a user is a collaborator on a shared report, when there are edits made by other collaborators, then the user can track and review the changes and revisions in the report.

Export to Different Formats

User Story: As a user, I want to be able to export reports to different formats so that I can share them with stakeholders who may prefer different file types.
Description: The Export to Different Formats requirement allows users to export reports generated in EffiReports to various file formats, including PDF, Excel, and CSV. Users can choose the desired format based on the preferences of the stakeholders they are sharing the reports with. This flexibility ensures that the reports can be easily consumed and viewed by different individuals, even if they don't have access to EffiCollab. Users can export the reports in a format that best suits their needs and the requirements of the recipients, enhancing the accessibility and usability of the reports. This feature eliminates any barriers to sharing and accessing the reports, enabling seamless communication and collaboration with stakeholders.
Acceptance Criteria: Exporting a report to PDF format

Given that the user has generated a report in EffiReports, when they select the export option and choose PDF format, then the report should be exported as a PDF file.

Exporting a report to Excel format

Given that the user has generated a report in EffiReports, when they select the export option and choose Excel format, then the report should be exported as an Excel file.

Exporting a report to CSV format

Given that the user has generated a report in EffiReports, when they select the export option and choose CSV format, then the report should be exported as a CSV file.

Choosing the file name when exporting

Given that the user is exporting a report in EffiReports, when they select the export option and choose a format, then they should be prompted to enter a file name for the exported file.

Ensuring the exported file contains the report data

Given that the user has exported a report in EffiReports, when they open the exported file, then it should contain the same data and formatting as the original report.

Handling large reports during export

Given that the user has a large report in EffiReports, when they select the export option, then the export process should handle the large data volume efficiently and complete successfully.

Providing progress indication during export

Given that the user has initiated the export process in EffiReports, when the export is in progress, then the system should provide a progress indication to inform the user about the status of the export.

EffiCalendar

EffiCalendar is an integrated calendar feature in EffiCollab that allows users to manage and schedule their tasks, meetings, and deadlines in a centralized view. EffiCalendar syncs seamlessly with other project management features, ensuring that users stay organized and never miss an important deadline or meeting. Users can set reminders, receive notifications, and view their upcoming tasks and events in a clear and intuitive calendar interface. EffiCalendar improves time management, helps users prioritize their tasks, and ensures that projects stay on schedule. With EffiCalendar, users have a holistic view of their project timelines and can effectively plan their work.

Requirements

Sync with External Calendars

User Story: As a user, I want EffiCalendar to sync with my external calendars so that I can have all my events and appointments in one place.
Description: EffiCalendar should provide the ability to sync with external calendar applications such as Google Calendar, Outlook, and Apple Calendar. This will allow users to have a centralized view of all their events and appointments, regardless of which calendar application they use. When a user adds or modifies an event or appointment in EffiCalendar, it should automatically sync with their external calendar and vice versa. This feature is essential for users who have multiple calendars and want to manage them efficiently without having to switch between different applications. Additionally, the synchronization should be real-time or near real-time, ensuring that any changes made in either EffiCalendar or the external calendar are reflected immediately. By providing seamless integration with external calendars, EffiCalendar enhances user productivity, eliminates the need for manual data entry, and ensures that users have an accurate and up-to-date view of their schedule.
Acceptance Criteria: Sync with Google Calendar

Given that the user has connected their Google Calendar account to EffiCalendar, when the user adds or modifies an event in EffiCalendar, then the event should be synced with their Google Calendar.

Sync with Outlook Calendar

Given that the user has connected their Outlook Calendar account to EffiCalendar, when the user adds or modifies an event in EffiCalendar, then the event should be synced with their Outlook Calendar.

Sync with Apple Calendar

Given that the user has connected their Apple Calendar account to EffiCalendar, when the user adds or modifies an event in EffiCalendar, then the event should be synced with their Apple Calendar.

Real-time synchronization

Given that the user has synced their external calendar with EffiCalendar, when any changes are made to an event or appointment in either EffiCalendar or the external calendar, then the changes should be reflected in real-time or near real-time in both applications.

Recurring Events

User Story: As a user, I want EffiCalendar to support recurring events so that I can easily schedule and manage repetitive tasks or meetings.
Description: EffiCalendar should have the functionality to support recurring events, allowing users to schedule and manage tasks or meetings that occur on a regular basis. Users should be able to specify the frequency and duration of the event recurrence, such as daily, weekly, monthly, or yearly. They should also have the option to set an end date for the recurring event or make it indefinite. When a recurring event is created, EffiCalendar should automatically generate all the instances of the event based on the specified recurrence pattern. Users should be able to modify or delete individual instances without affecting the entire series. This feature is particularly beneficial for users who have regular meetings, deadlines, or tasks that occur on a predictable schedule. By supporting recurring events, EffiCalendar simplifies the process of scheduling and tracking repetitive tasks, saving time and ensuring that users never miss an important event.
Acceptance Criteria: Create a recurring event with a daily recurrence pattern

Given the user wants to create a recurring event with a daily recurrence pattern, when they set the event to recur daily and specify the end date, then EffiCalendar should generate instances of the event for each day until the specified end date.

Create a recurring event with a weekly recurrence pattern

Given the user wants to create a recurring event with a weekly recurrence pattern, when they set the event to recur weekly on specific days of the week and specify the end date, then EffiCalendar should generate instances of the event for each week on the specified days until the specified end date.

Create a recurring event with a monthly recurrence pattern

Given the user wants to create a recurring event with a monthly recurrence pattern, when they set the event to recur monthly on a specific day or date of the month and specify the end date, then EffiCalendar should generate instances of the event for each month on the specified day until the specified end date.

Create a recurring event with a yearly recurrence pattern

Given the user wants to create a recurring event with a yearly recurrence pattern, when they set the event to recur yearly on a specific month and day or date and specify the end date, then EffiCalendar should generate instances of the event for each year on the specified month and day or date until the specified end date.

Modify an instance of a recurring event

Given that a recurring event has been created, when the user modifies a specific instance of the event, then EffiCalendar should update only that instance without affecting the entire series of recurring events.

Delete an instance of a recurring event

Given that a recurring event has been created, when the user deletes a specific instance of the event, then EffiCalendar should remove only that instance without affecting the entire series of recurring events.

Cancel a recurring event series

Given that a recurring event series has been created, when the user cancels the series, then EffiCalendar should remove all instances of the event series from the calendar.

Availability and Scheduling Assistant

User Story: As a user, I want EffiCalendar to provide an availability and scheduling assistant so that I can easily find suitable times for meetings with colleagues or clients.
Description: EffiCalendar should offer an availability and scheduling assistant feature that helps users find suitable times for meetings with colleagues or clients. The assistant should consider the availability of all participants and suggest available time slots based on their schedules. Users should be able to send meeting invitations directly from EffiCalendar, and the assistant should automatically check if the proposed time slot works for all participants. If conflicts arise, the assistant should provide alternative time suggestions. This feature simplifies the process of scheduling meetings, eliminates the back-and-forth communication for finding suitable time slots, and improves overall efficiency. By providing an availability and scheduling assistant, EffiCalendar streamlines the meeting scheduling process, reduces scheduling conflicts, and ensures that meetings can be scheduled promptly and conveniently.
Acceptance Criteria: User searches for suitable meeting times

Given that the user wants to schedule a meeting, When the user opens the Availability and Scheduling Assistant, Then the assistant should display a calendar view with the user's availability and the availability of all participants.

User selects participants for the meeting

Given that the user wants to schedule a meeting, When the user selects the participants for the meeting, Then the assistant should show the availability of the selected participants in the calendar view.

User proposes a meeting time

Given that the user wants to schedule a meeting, When the user proposes a meeting time, Then the assistant should check the availability of all participants during the proposed time slot.

Conflicting availability

Given that there is a scheduling conflict for the proposed meeting time, When the assistant detects conflicting availability, Then the assistant should suggest alternative time slots based on the availability of all participants.

User sends meeting invitations

Given that the user wants to schedule a meeting, When the user finalizes the meeting details, Then the assistant should allow the user to send meeting invitations directly from EffiCalendar.

Confirmation of meeting availability

Given that the user sends meeting invitations, When meeting invitations are sent to participants, Then the assistant should verify the availability of all participants for the proposed meeting time and highlight any conflicts.

Resource Booking

User Story: As a user, I want EffiCalendar to support resource booking so that I can easily reserve shared resources such as meeting rooms, equipment, or vehicles.
Description: EffiCalendar should have the capability to support resource booking, enabling users to reserve shared resources such as meeting rooms, equipment, or vehicles. Users should be able to view the availability of resources in EffiCalendar and book them for specific time slots. The system should prevent double booking of resources and provide notifications if conflicts arise. Additionally, EffiCalendar should allow users to specify resource requirements, such as capacity, equipment, or special features, when booking a resource. This feature is essential for users who need to efficiently manage shared resources and ensure their availability for important meetings or events. By providing resource booking functionality, EffiCalendar simplifies the process of reserving and managing shared resources, improves resource utilization, and reduces conflicts or scheduling issues.
Acceptance Criteria: View resource availability

Given that I have opened EffiCalendar, when I navigate to the resource booking page, then I should see a list of available resources with their current status

Book a resource

Given that I have selected a resource and a desired time slot, when I click on the 'Book' button, then the resource should be successfully reserved for that time slot

Prevent double booking

Given that I have selected a resource and a time slot that is already booked, when I try to book the resource, then I should see an error message indicating that the resource is not available

Receive conflict notifications

Given that I have booked a resource for a specific time slot, when another user tries to book the same resource and time slot, then I should receive a notification informing me about the conflict

Specify resource requirements

Given that I am booking a resource, when I specify additional requirements such as capacity or equipment, then the system should only show me the resources that meet the specified requirements

View booked resources

Given that I have booked a resource, when I navigate to the 'My Bookings' section, then I should see a list of all the resources that I have booked

Customizable Reminders

User Story: As a user, I want EffiCalendar to allow me to set customizable reminders for events and tasks so that I can stay on top of my schedule.
Description: EffiCalendar should offer the ability to set customizable reminders for events and tasks. Users should be able to choose the type of reminder (e.g., pop-up notification, email, or mobile notification) and specify the timing of the reminder before the event or task. They should also have the option to set multiple reminders for the same event or task. EffiCalendar should provide default reminder options but also allow users to customize them according to their preferences. This feature is crucial for users who want to stay organized and be reminded of upcoming events or tasks in a timely manner. By supporting customizable reminders, EffiCalendar helps users stay on top of their schedule, reduces the chances of missing important deadlines or meetings, and improves overall productivity.
Acceptance Criteria: User sets a pop-up notification reminder for an event

Given a scheduled event, when the user sets a pop-up notification reminder, then they should receive a pop-up notification at the specified timing before the event.

User sets an email reminder for a task

Given a scheduled task, when the user sets an email reminder, then they should receive an email at the specified timing before the task.

User sets a mobile notification reminder with multiple timings for an event

Given a scheduled event, when the user sets multiple mobile notification reminders at different timings, then they should receive multiple mobile notifications at the specified timings before the event.

User customizes the default reminder options

Given the default reminder options, when the user customizes the reminder options, then the customized options should be used for setting reminders.

User sets a reminder with an invalid timing

Given a scheduled event or task, when the user sets a reminder with an invalid timing, then an error message should be displayed and the reminder should not be saved.

EffiTrack

EffiTrack is a robust project tracking feature within EffiCollab that provides real-time monitoring and progress updates for all projects. It allows users to track project milestones, tasks, and deadlines with ease. EffiTrack provides a comprehensive overview of project progress through visual charts, timelines, and status indicators. With EffiTrack, project managers and team members can stay informed, identify bottlenecks, and make informed decisions to keep projects on track. This feature enhances accountability, transparency, and facilitates successful project completion.

Requirements

EffiTrack Dashboard

User Story: As a project manager, I want to have a centralized dashboard for EffiTrack so that I can easily monitor and track the progress of all my projects.
Description: The EffiTrack Dashboard will provide a centralized view for project managers to monitor and track the progress of all their projects. It will display key project metrics, such as overall progress, milestones, tasks, and deadlines. The dashboard will feature visual charts and graphs that provide a comprehensive overview of project status, allowing project managers to quickly identify any bottlenecks or issues. Additionally, the dashboard will provide real-time updates on project activities, allowing project managers to stay informed and make timely decisions. The EffiTrack Dashboard will enhance project managers' ability to effectively manage and prioritize their projects, leading to improved project delivery and successful completion.
Acceptance Criteria: Project manager logs into the EffiCollab platform and navigates to the EffiTrack Dashboard

Given that the project manager is logged into the EffiCollab platform When the project manager navigates to the EffiTrack Dashboard Then the EffiTrack Dashboard should be displayed

EffiTrack Dashboard displays an overview of all projects

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then an overview of all projects should be displayed

EffiTrack Dashboard shows the overall progress of each project

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then the overall progress of each project should be shown

EffiTrack Dashboard highlights critical milestones and upcoming deadlines

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then the critical milestones and upcoming deadlines for each project should be highlighted

EffiTrack Dashboard provides visual charts and graphs for project status

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then visual charts and graphs representing project status should be provided

EffiTrack Dashboard provides real-time updates on project activities

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then real-time updates on project activities should be provided

EffiTrack Dashboard allows project managers to filter projects based on criteria

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then project managers should be able to filter projects based on specific criteria

EffiTrack Dashboard allows project managers to prioritize projects

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then project managers should be able to prioritize projects

EffiTrack Dashboard supports exporting project progress reports

Given that the EffiTrack Dashboard is displayed When the project manager views the dashboard Then project progress reports should be exportable

EffiTrack Task Management

User Story: As a team member, I want to have a task management functionality in EffiTrack so that I can easily create, assign, and track tasks for my projects.
Description: EffiTrack Task Management will enable team members to create, assign, and track tasks within the EffiTrack feature. Team members will be able to create new tasks, assign them to specific team members, and set due dates. The feature will provide a centralized task list where team members can view all their assigned tasks and track their progress. EffiTrack Task Management will also allow team members to update task statuses and add comments or attachments to tasks. This functionality will streamline task management, improve collaboration among team members, and ensure that tasks are completed on time, contributing to successful project execution.
Acceptance Criteria: Create a new task

Given I am a team member with access to EffiTrack Task Management, When I create a new task, Then the task should be successfully created and added to the task list.

Assign a task to a team member

Given I have created a task in EffiTrack Task Management, When I assign the task to a specific team member, Then the task should be successfully assigned to the team member.

Set a due date for a task

Given I have created a task in EffiTrack Task Management, When I set a due date for the task, Then the task should have the specified due date.

View all assigned tasks

Given I am a team member with access to EffiTrack Task Management, When I view the task list, Then I should be able to see all the tasks assigned to me.

Update task status

Given I am a team member with access to EffiTrack Task Management, When I update the status of a task, Then the task status should be successfully updated.

Add comments to a task

Given I am a team member with access to EffiTrack Task Management, When I add comments to a task, Then the comments should be successfully added to the task.

Attach files to a task

Given I am a team member with access to EffiTrack Task Management, When I attach files to a task, Then the files should be successfully added as attachments to the task.

EffiTrack Project Timeline

User Story: As a project stakeholder, I want to have a visual representation of project timelines in EffiTrack so that I can easily understand the project schedule and identify any potential delays.
Description: EffiTrack Project Timeline will provide a visual representation of project timelines within the EffiTrack feature. The timeline will display key project milestones, tasks, and deadlines in a chronological order. Users will be able to zoom in and out of the timeline to view different timeframes and navigate through the project schedule. The EffiTrack Project Timeline will also highlight any potential delays or critical paths, enabling project stakeholders to proactively address issues and ensure timely project delivery. This feature will enhance project planning and scheduling, improve project visibility, and support effective decision-making.
Acceptance Criteria: Viewing the project timeline

Given that I am a project stakeholder, when I open EffiTrack Project Timeline, then I should see a visual representation of the project timeline.

Navigating the project timeline

Given that I am viewing the project timeline, when I zoom in or out of the timeline, then the timeline should adjust to display the selected timeframe.

Identifying project milestones

Given that I am viewing the project timeline, when I look at the timeline, then I should be able to distinguish project milestones from other tasks or deadlines.

Displaying task dependencies

Given that I am viewing the project timeline, when I look at the timeline, then I should be able to see the dependencies between tasks and how they impact the overall project schedule.

Highlighting potential project delays

Given that I am viewing the project timeline, when there are potential project delays, then the timeline should visually highlight those delays and provide information on their impact.

Indicating critical path

Given that I am viewing the project timeline, when there is a critical path in the project, then the timeline should clearly indicate the critical path and its significance.

Filtering the timeline view

Given that I am viewing the project timeline, when I apply filters to the timeline view, then the timeline should update to display only the relevant milestones, tasks, or deadlines based on the selected filters.

EffiTrack Notifications

User Story: As a project team member, I want to receive notifications from EffiTrack so that I can stay updated on important project activities and deadlines.
Description: EffiTrack Notifications will enable project team members to receive real-time notifications for important project activities and deadlines. Users will be able to choose their notification preferences, such as receiving notifications for task assignments, task updates, milestone achievements, or upcoming deadlines. The notifications can be delivered through email, mobile push notifications, or within the EffiCollab platform. EffiTrack Notifications will ensure that project team members stay informed and stay on top of their project responsibilities, contributing to improved collaboration, accountability, and timely project completion.
Acceptance Criteria: Receive notification when a task is assigned

Given a user is assigned a task, when the task assignment is saved, then the user should receive a notification about the new task assignment.

Do not receive notification when a task is unassigned

Given a user is previously assigned to a task, when the user is unassigned from the task, then the user should not receive a notification about the task being unassigned.

Receive notification when there is a task update

Given a user is assigned to a task, when the task is updated, then the user should receive a notification about the task update.

Do not receive notification when there is no task update

Given a user is assigned to a task, when the task is not updated, then the user should not receive a notification.

Receive notification when a milestone is achieved

Given a user is assigned to a milestone, when the milestone is achieved, then the user should receive a notification about the achievement of the milestone.

Do not receive notification when a milestone is not achieved

Given a user is assigned to a milestone, when the milestone is not achieved, then the user should not receive a notification.

Receive notification for upcoming deadline

Given a user is assigned to a task with a deadline, when the deadline is approaching, then the user should receive a notification about the upcoming deadline.

Do not receive notification for past deadline

Given a user is assigned to a task with a past deadline, when the deadline has passed, then the user should not receive a notification.

Choose notification preferences

Given a user wants to choose notification preferences, when the user navigates to the notification settings, then the user should be able to select their preferred notification methods and customize the types of notifications they want to receive.

Receive email notification

Given a user has chosen email as their notification preference, when a relevant event occurs, then the user should receive a notification email to their registered email address.

Receive mobile push notification

Given a user has chosen mobile push notification as their notification preference, when a relevant event occurs, then the user should receive a push notification on their mobile device.

Receive in-app notification

Given a user has chosen in-app notification as their notification preference, when a relevant event occurs, then the user should receive an in-app notification within the EffiCollab platform.

EffiTrack Reporting

User Story: As a project manager, I want to generate comprehensive reports from EffiTrack so that I can analyze project performance and communicate progress to stakeholders.
Description: EffiTrack Reporting will provide project managers with the ability to generate comprehensive reports on project performance from the EffiTrack feature. The reporting functionality will allow project managers to customize and filter the data based on their specific requirements. The reports can include metrics such as project progress, task completion rates, milestone achievements, and resource utilization. EffiTrack Reporting will enable project managers to analyze project performance, identify areas for improvement, and communicate progress to project stakeholders. This feature will support data-driven decision-making, enhance project visibility, and facilitate effective project governance.
Acceptance Criteria: Generate a project progress report

Given that I am a project manager, When I generate a project progress report, Then I should be able to view the overall progress of the project, including completed tasks, pending tasks, and milestones achieved.

Filter the data in the project progress report

Given that I am a project manager, When I generate a project progress report, Then I should be able to filter the data based on specific project parameters such as project timeline, task assignees, or task statuses.

Export the project progress report

Given that I am a project manager, When I generate a project progress report, Then I should be able to export the report in a format such as PDF or Excel, for easy sharing and documentation purposes.

Include task completion rates in the project progress report

Given that I am a project manager, When I generate a project progress report, Then the report should include task completion rates to provide insights into the progress and timeliness of tasks.

Include resource utilization metrics in the project progress report

Given that I am a project manager, When I generate a project progress report, Then the report should include resource utilization metrics such as hours worked, resource allocation, and availability, to help me assess resource utilization efficiency.

Customize the layout and format of the project progress report

Given that I am a project manager, When I generate a project progress report, Then I should be able to customize the layout, format, and visual elements of the report to align with my reporting preferences and branding.

EffiChat

EffiChat is a powerful communication feature within EffiCollab that enables seamless collaboration and instant messaging among team members. It provides a secure and centralized platform for team discussions, file sharing, and document collaboration. EffiChat supports group chats, private messaging, and threaded conversations, making it easy to organize and prioritize communication. With EffiChat, team members can quickly exchange ideas, resolve issues, and coordinate their efforts in real-time, fostering efficient collaboration and improving overall project communication.

Requirements

EffiChat Integration with EffiCalendar

User Story: As a project manager, I want to integrate EffiChat with EffiCalendar so that I can easily view and discuss upcoming events and deadlines with my team members.
Description: EffiChat should have seamless integration with EffiCalendar, allowing users to view their scheduled events and deadlines directly within the chat interface. This integration will enable project managers to have real-time discussions with their team members about specific tasks, events, or deadlines, without the need to switch between different modules or applications. When a user mentions an event or deadline in the chat, it should automatically create a link to the corresponding calendar entry, providing easy access to detailed information. This integration will help streamline communication and ensure that everyone is on the same page regarding project timelines and deliverables.
Acceptance Criteria: Viewing scheduled events and deadlines

Given that a user is in the EffiChat interface, when the user navigates to the calendar integration section, then they should be able to view their scheduled events and deadlines.

Discussing specific tasks, events, or deadlines

Given that a user is in the EffiChat interface, when the user mentions an event or deadline in the chat, then a link to the corresponding calendar entry should be automatically created.

Real-time discussions about project timelines and deliverables

Given that a user is in the EffiChat interface, when the user discusses project timelines or deliverables with their team members, then the discussion should happen in real-time.

EffiChat Support for Rich Media

User Story: As a designer, I want to be able to share images, videos, and other rich media files through EffiChat so that I can easily collaborate and gather feedback from my team members.
Description: EffiChat should support the sharing of rich media files, including images, videos, and audio files. Users should be able to drag and drop files into the chat interface or use an upload button to share media files with their team members. The chat interface should display a preview of the media file, allowing users to quickly view the content without having to download it. Additionally, users should be able to annotate or markup images directly within the chat, enabling real-time collaboration and feedback. This feature will enhance collaboration among team members, particularly for creative projects where visual assets play a crucial role.
Acceptance Criteria: User can drag and drop rich media files into the chat interface

Given that the user wants to share a rich media file, when the user drags and drops the file into the chat interface, then the file should be successfully uploaded and displayed in the chat.

User can use an upload button to share rich media files

Given that the user wants to share a rich media file, when the user selects a file using the upload button, then the file should be successfully uploaded and displayed in the chat.

Chat interface displays a preview of the media file

Given that a rich media file is shared in the chat, when the file is uploaded, then the chat interface should display a preview of the file, allowing users to view the content without downloading it.

User can annotate or markup images within the chat

Given that a user wants to provide feedback on an image, when an image is shared in the chat, then the user should be able to annotate or markup the image directly within the chat interface.

EffiChat Message Threading

User Story: As a project team member, I want to be able to reply to specific messages within a chat thread, so that I can have focused conversations and easily follow the discussion.
Description: EffiChat should support message threading, allowing users to reply to specific messages within a chat thread. When a user replies to a message, the reply should be indented and displayed below the original message, creating a clear visual hierarchy. Users should be able to expand or collapse threaded messages to reduce clutter and focus on the relevant parts of the conversation. This feature will improve the organization of discussions, making it easier for team members to follow the conversation and respond in a targeted manner. It will also help keep the chat interface organized and prevent important messages from getting lost in a long list of messages.
Acceptance Criteria: User replies to a message in a chat thread

Given that the user is viewing a chat thread, when the user replies to a specific message, then the reply should be indented and displayed below the original message.

User expands threaded messages

Given that the user is viewing a chat thread with threaded messages, when the user expands a threaded message, then the full conversation of the thread should be displayed.

User collapses threaded messages

Given that the user is viewing a chat thread with expanded threaded messages, when the user collapses a threaded message, then only the original message and the reply immediately below it should be displayed.

EffiChat Mentions and Notifications

User Story: As a team member, I want to be able to mention specific users in EffiChat and receive notifications when I am mentioned, so that I can ensure timely responses and enhance collaboration.
Description: EffiChat should support user mentions, allowing users to tag or mention specific team members in a chat message using '@' followed by the username. When a user is mentioned, they should receive a notification, either through email or within EffiCollab, informing them that they have been mentioned in a chat message. Users should be able to easily navigate to the mentioned message and respond accordingly. This feature will facilitate communication and collaboration by ensuring that relevant team members are notified and can take immediate action when needed. It will also help in reducing response times and improving overall team productivity.
Acceptance Criteria: User mentions a specific team member in EffiChat message

Given a team member is composing a chat message in EffiChat When they mention another team member using the '@' symbol and their username Then the mentioned team member should receive a notification

User receives a notification when mentioned in EffiChat message

Given a team member is mentioned in a chat message in EffiChat When the message is sent Then the mentioned team member should receive a notification

User can easily navigate to the mentioned message

Given a team member receives a notification for being mentioned in EffiChat When they click on the notification Then they should be directly taken to the mentioned message in EffiChat

User can respond to a mentioned message

Given a team member is viewing a mentioned message in EffiChat When they want to respond to the message Then they should be able to easily compose a reply in the chat thread

EffiChat Emoji and Reactions

User Story: As a team member, I want to be able to use emojis and reactions in EffiChat to express emotions and provide quick feedback without typing lengthy responses.
Description: EffiChat should support a wide range of emojis and reactions that users can use to express emotions, provide feedback, or react to messages without having to type lengthy responses. Users should be able to easily access emojis and reactions from a dedicated menu within the chat interface. When a user selects an emoji or reaction, it should be displayed next to their name or message, allowing other team members to see the feedback or reaction. This feature will enhance communication and add a touch of personalization to team conversations. It will also make it easier for team members to provide quick feedback or reactions, saving time and reducing the need for lengthy written responses.
Acceptance Criteria: User selects an emoji from the dedicated menu

Given that the user is in the EffiChat interface and the dedicated emoji menu is accessible, when the user selects an emoji from the menu, then the selected emoji should be displayed next to the user's name or message.

User selects a reaction from the dedicated menu

Given that the user is in the EffiChat interface and the dedicated reaction menu is accessible, when the user selects a reaction from the menu, then the selected reaction should be displayed next to the user's name or message.

Other team members can see the emojis and reactions

Given that a user has selected an emoji or reaction, when the message is displayed to other team members, then the emoji or reaction should be visible next to the user's name or message.

Emojis and reactions should be easily accessible

Given that a user is in the EffiChat interface, when the user wants to access emojis or reactions, then the dedicated menu should be easily reachable and visible.

EffiInsights

EffiInsights is an advanced analytics feature within EffiCollab that generates insightful reports and analytics for project performance evaluation. It provides visual representations of key metrics, such as task completion rates, productivity trends, and resource allocation. EffiInsights enables project managers to analyze data, identify patterns, and make data-driven decisions to optimize project workflow and resource utilization. With EffiInsights, businesses can gain valuable insights into project performance, identify areas of improvement, and enhance overall project outcomes.

Requirements

Customizable Dashboards

User Story: As a project manager, I want to customize the dashboard in EffiInsights so that I can easily view the metrics that are most important to me.
Description: This requirement aims to provide project managers with the ability to customize the dashboard in EffiInsights according to their specific needs. Project managers often have different metrics and key performance indicators (KPIs) that are important to them. By allowing them to customize the dashboard, project managers can easily view the metrics that are most relevant to their projects. This customization feature will enhance the usability of EffiInsights and provide a personalized experience for project managers.
Acceptance Criteria: Project manager selects a metric

Given that the project manager is on the EffiInsights dashboard, when they click on the 'Customize' button, then they should be able to select a metric from a list of available metrics.

Project manager adds a selected metric to the dashboard

Given that the project manager has selected a metric to add, when they click on the 'Add' button, then the selected metric should be added to the dashboard.

Project manager removes a metric from the dashboard

Given that the project manager wants to remove a metric from the dashboard, when they click on the 'Remove' button next to the metric, then the metric should be removed from the dashboard.

Project manager rearranges the order of metrics on the dashboard

Given that the project manager wants to rearrange the order of metrics on the dashboard, when they click and drag a metric to a new position, then the order of the metrics on the dashboard should be updated accordingly.

Project manager saves the customized dashboard

Given that the project manager has customized the dashboard, when they click on the 'Save' button, then the customized dashboard layout and selected metrics should be saved for future use.

Project manager resets the dashboard to default

Given that the project manager has customized the dashboard, when they click on the 'Reset' button, then the dashboard should be reset to the default layout and default set of metrics.

Real-time Data Updates

User Story: As a project team member, I want the data in EffiInsights to be updated in real-time so that I can have access to the most up-to-date project information.
Description: This requirement focuses on providing real-time data updates in EffiInsights. Project team members rely on accurate and up-to-date information to make informed decisions and track project progress. With real-time data updates, users will have access to the most recent information and metrics, ensuring that they are always working with the most current project data. This requirement will improve the overall efficiency and reliability of EffiInsights by eliminating the need for manual data refreshes and providing users with real-time insights.
Acceptance Criteria: Data is updated immediately when a task is completed

Given a task is marked as completed, when the update is triggered, then the task completion status is reflected in EffiInsights in real-time

Metrics are updated in real-time as changes occur

Given a change in project metrics, when the update is triggered, then the updated metrics are reflected in EffiInsights in real-time

Newly added tasks are immediately included in the project statistics

Given a new task is added to the project, when the update is triggered, then the task is included in the project statistics in EffiInsights in real-time

Resource allocation changes are reflected in real-time

Given a change in resource allocation, when the update is triggered, then the updated allocation is reflected in EffiInsights in real-time

Tasks updates are immediately synchronized with EffiInsights

Given a task update, when the update is triggered, then the updated task information is synchronized with EffiInsights in real-time

Data Visualization Options

User Story: As a data analyst, I want to have multiple data visualization options in EffiInsights so that I can present data in the most effective and understandable way.
Description: This requirement addresses the need for multiple data visualization options in EffiInsights. Data analysts play a critical role in analyzing and interpreting project data to make informed decisions. By providing different visualization options such as charts, graphs, and diagrams, EffiInsights enables data analysts to present data in a way that is most effective and understandable for various stakeholders. This requirement will enhance the usability and flexibility of EffiInsights, allowing users to choose the best visualization option based on their specific needs and preferences.
Acceptance Criteria: User selects a chart as the visualization option

Given that the user has access to EffiInsights, when the user selects a chart as the visualization option, then the data should be displayed in a visually appealing and interactive chart format.

User selects a graph as the visualization option

Given that the user has access to EffiInsights, when the user selects a graph as the visualization option, then the data should be displayed in a visually informative and easy-to-interpret graph format.

User selects a diagram as the visualization option

Given that the user has access to EffiInsights, when the user selects a diagram as the visualization option, then the data should be displayed in a clear and structured diagram format, representing the relationships and connections between different data points.

User can customize the visualization options

Given that the user has access to EffiInsights, when the user selects a visualization option, then the user should be able to customize the visual appearance, layout, colors, and other design elements of the chosen visualization option.

User can switch between different visualization options

Given that the user has access to EffiInsights and has selected a visualization option, when the user wants to switch to a different visualization option, then the user should be able to seamlessly switch between different options without losing any data or customization settings.

Visualization options support responsive design

Given that the user has access to EffiInsights on different devices and screen sizes, when the user selects a visualization option, then the chosen option should adapt and maintain its visual quality and integrity on different devices and screen sizes.

Collaborative Data Sharing

User Story: As a project team member, I want to share insights and reports from EffiInsights with other team members so that we can collaborate and make data-driven decisions together.
Description: This requirement focuses on enabling collaborative data sharing in EffiInsights. Collaboration is a key aspect of project management, and sharing insights and reports with team members can greatly enhance collaboration and decision-making. EffiInsights should provide a feature that allows users to easily share insights and reports with other project team members. This requirement will promote collaboration, facilitate discussion, and ensure that all team members are working with the same set of data, leading to more informed and effective decision-making.
Acceptance Criteria: User can share an insight report with a specific team member

Given that the user has generated an insight report, when the user selects the option to share the report, and specifies a team member to share it with, then the report is successfully shared with the specified team member.

User can share an insight report with multiple team members

Given that the user has generated an insight report, when the user selects the option to share the report, and specifies multiple team members to share it with, then the report is successfully shared with all the specified team members.

Shared insight report is accessible to team members

Given that an insight report has been shared with a team member, when the team member accesses EffiInsights, then the shared report is visible and accessible to the team member.

User can revoke access to a shared insight report

Given that an insight report has been shared with a team member, when the user revokes access to the report for that team member, then the team member can no longer access the report.

User receives notification when a new insight report is shared with them

Given that a team member has shared an insight report with the user, when the user logs in to EffiCollab, then the user receives a notification informing them about the newly shared report.

Customizable Reports

User Story: As a project stakeholder, I want to customize reports in EffiInsights so that I can generate tailored reports that meet my specific reporting requirements.
Description: This requirement addresses the need for customizable reports in EffiInsights. Project stakeholders often have different reporting requirements and preferences when it comes to presenting project data. By allowing stakeholders to customize reports by selecting the desired metrics, filters, and visualizations, EffiInsights enables users to generate tailored reports that meet their specific reporting needs. This customization feature will enhance the usability of EffiInsights for stakeholders, ensuring that they can present project data in a way that is most relevant and meaningful to their audience.
Acceptance Criteria: User selects specific metrics for the report

Given that the user is on the report customization page, when the user selects specific metrics from the available options, then the report should only include the selected metrics.

User applies filters to the report

Given that the user is on the report customization page, when the user applies filters to the report, then the report should only include data that meets the applied filters.

User chooses visualization type for the report

Given that the user is on the report customization page, when the user chooses a visualization type for the report, then the report should be displayed in the selected visualization type.

User saves the customized report template

Given that the user has customized the report, when the user saves the customized report template, then the template should be saved for future use.

User loads a saved report template

Given that the user has saved report templates, when the user selects a saved report template, then the report should be displayed based on the selected template.

EffiIntegrations

EffiIntegrations is a feature within EffiCollab that allows seamless integration with other essential business tools and platforms. It supports integration with popular project management tools, communication tools, cloud storage services, and more. EffiIntegrations eliminates the need to switch between different applications, streamlining workflow and enhancing productivity. By leveraging EffiIntegrations, users can centralize their project management activities, access all relevant information from a single platform, and improve overall efficiency.

Requirements

Integration with Project Management Tools

User Story: As a project manager, I want to integrate EffiCollab with project management tools like Jira and Trello, so that I can seamlessly manage my projects and tasks within a single platform.
Description: EffiIntegrations should provide the ability to integrate with popular project management tools like Jira and Trello. This integration will allow project managers to sync their projects, tasks, and updates between EffiCollab and these tools. By having all project-related information in one place, project managers can easily track progress, assign tasks, and collaborate with team members. This integration enhances efficiency and reduces the need to switch between multiple applications.
Acceptance Criteria: Integration with Jira

Given that the user has a Jira account and a project in EffiCollab, when the user initiates the integration with Jira, then the user should be able to authorize EffiCollab to access their Jira account and select the desired project for integration.

Syncing projects and tasks

Given that the user has integrated EffiCollab with Jira, when a new project or task is created in Jira, then it should be automatically synced and visible in EffiCollab.

Updating tasks

Given that the user has integrated EffiCollab with Jira, when a task is updated in Jira, then the corresponding task in EffiCollab should be automatically updated to reflect the changes.

Assigning tasks

Given that the user has integrated EffiCollab with Jira, when a task is assigned to a team member in Jira, then the corresponding task in EffiCollab should show the assigned team member.

Collaboration between EffiCollab and Jira

Given that the user has integrated EffiCollab with Jira, when a user adds a comment or attachment to a task in EffiCollab, then it should be synced and visible in Jira. Similarly, if a comment or attachment is added in Jira, it should be synced and visible in EffiCollab.

Integration with Trello

Given that the user has a Trello account and a project in EffiCollab, when the user initiates the integration with Trello, then the user should be able to authorize EffiCollab to access their Trello account and select the desired project for integration.

Syncing boards and cards

Given that the user has integrated EffiCollab with Trello, when a new board or card is created in Trello, then it should be automatically synced and visible in EffiCollab.

Updating cards

Given that the user has integrated EffiCollab with Trello, when a card is updated in Trello, then the corresponding card in EffiCollab should be automatically updated to reflect the changes.

Assigning members to cards

Given that the user has integrated EffiCollab with Trello, when a member is assigned to a card in Trello, then the corresponding card in EffiCollab should show the assigned member.

Collaboration between EffiCollab and Trello

Given that the user has integrated EffiCollab with Trello, when a user adds a comment or attachment to a card in EffiCollab, then it should be synced and visible in Trello. Similarly, if a comment or attachment is added in Trello, it should be synced and visible in EffiCollab.

Integration with Communication Tools

User Story: As a team member, I want to integrate EffiCollab with communication tools like Slack and Microsoft Teams, so that I can receive real-time notifications and collaborate with my team members effectively.
Description: EffiIntegrations should provide seamless integration with popular communication tools like Slack and Microsoft Teams. This integration will allow team members to receive real-time notifications about project updates, task assignments, and important discussions directly within their communication tool of choice. By integrating EffiCollab with these communication tools, team members can collaborate more effectively, stay updated on project developments, and eliminate the need to constantly switch between different applications.
Acceptance Criteria: Receive real-time notifications in Slack

Given I am a team member in EffiCollab, When a project update or task assignment occurs, Then I should receive a real-time notification in my connected Slack channel.

Collaborate with team members in Microsoft Teams

Given I am a team member in EffiCollab, When I want to collaborate with my team members, Then I should be able to initiate discussions, share files, and receive notifications in my connected Microsoft Teams workspace.

Switch seamlessly between EffiCollab and communication tools

Given I am using EffiCollab and a connected communication tool, When I want to switch between the two applications, Then the transition should be seamless and I should not lose any data or context.

Customize notification settings

Given I am a team member in EffiCollab, When I want to customize my notification settings, Then I should have the ability to choose which types of notifications I receive in my connected communication tool.

Integration with Cloud Storage Services

User Story: As a user, I want to integrate EffiCollab with cloud storage services like Google Drive and Dropbox, so that I can easily access and share project files within the platform.
Description: EffiIntegrations should provide seamless integration with popular cloud storage services like Google Drive and Dropbox. This integration will allow users to directly access and manage project files within EffiCollab, eliminating the need to switch between different applications. Users can easily upload, download, and share files from their preferred cloud storage service, enabling efficient collaboration and ensuring that all project-related documents are stored in a centralized location.
Acceptance Criteria: User can connect EffiCollab with their Google Drive account

Given that the user has a Google Drive account, when the user navigates to the integrations settings in EffiCollab, then the user should be able to authenticate and connect their Google Drive account.

User can upload files to EffiCollab from Google Drive

Given that the user has connected their Google Drive account, when the user selects a file from their Google Drive, then the file should be uploaded to EffiCollab and be accessible within the platform.

User can download files from EffiCollab to Google Drive

Given that the user has connected their Google Drive account, when the user selects a file in EffiCollab, then the user should have an option to download the file to their Google Drive.

User can share files from EffiCollab via Google Drive

Given that the user has connected their Google Drive account, when the user shares a file in EffiCollab, then the user should have an option to share the file via their Google Drive, generating a shareable link.

User can connect EffiCollab with their Dropbox account

Given that the user has a Dropbox account, when the user navigates to the integrations settings in EffiCollab, then the user should be able to authenticate and connect their Dropbox account.

User can upload files to EffiCollab from Dropbox

Given that the user has connected their Dropbox account, when the user selects a file from their Dropbox, then the file should be uploaded to EffiCollab and be accessible within the platform.

User can download files from EffiCollab to Dropbox

Given that the user has connected their Dropbox account, when the user selects a file in EffiCollab, then the user should have an option to download the file to their Dropbox.

User can share files from EffiCollab via Dropbox

Given that the user has connected their Dropbox account, when the user shares a file in EffiCollab, then the user should have an option to share the file via their Dropbox, generating a shareable link.

Integration with Time Tracking Tools

User Story: As a freelancer, I want to integrate EffiCollab with time tracking tools like Harvest and Toggl, so that I can accurately track and log the time spent on different projects.
Description: EffiIntegrations should support seamless integration with popular time tracking tools like Harvest and Toggl. This integration will enable freelancers and professionals to track and log their project-related work hours directly within EffiCollab. By syncing the time tracking data, users can generate accurate reports, analyze project profitability, and effectively manage their time. This integration enhances productivity, streamlines time management, and improves project cost tracking.
Acceptance Criteria: User can connect EffiCollab with Harvest

Given that the user is on the EffiCollab integration settings page, When the user enters their Harvest API key and clicks on the Connect button, Then EffiCollab should verify the API key and establish a successful connection with Harvest.

User can disconnect EffiCollab from Harvest

Given that the user is on the EffiCollab integration settings page, When the user clicks on the Disconnect button for Harvest integration, Then EffiCollab should disconnect from Harvest and remove the API key.

User can track time on EffiCollab using Harvest

Given that the user is on a project or task in EffiCollab, When the user clicks on the Time Tracking button and selects Harvest as the time tracking tool, Then EffiCollab should start recording the time spent on the project or task using Harvest.

Time entries are synced between EffiCollab and Harvest

Given that the user has logged time on EffiCollab using Harvest integration, When the user visits the time tracking section in EffiCollab or Harvest, Then the time entries should be synced and displayed correctly in both systems.

User can view time tracking reports from Harvest in EffiCollab

Given that the user has integrated EffiCollab with Harvest, When the user navigates to the reports section in EffiCollab, Then EffiCollab should fetch and display the time tracking reports generated by Harvest for the integrated projects.

Integration with Reporting Tools

User Story: As a project manager, I want to integrate EffiCollab with reporting tools like Power BI and Tableau, so that I can generate comprehensive reports and visualize project data easily.
Description: EffiIntegrations should provide seamless integration with reporting tools like Power BI and Tableau. This integration will enable project managers to generate comprehensive reports, analyze project metrics, and visualize data within EffiCollab. By integrating EffiCollab with these reporting tools, project managers can gain valuable insights, identify trends, and make data-driven decisions to improve project outcomes. This integration enhances reporting capabilities, facilitates data analysis, and empowers project managers with actionable information.
Acceptance Criteria: Project manager integrates EffiCollab with Power BI

Given a project manager wants to generate reports in Power BI, when they integrate EffiCollab with Power BI, then they should be able to export project data to Power BI for report generation.

Project manager integrates EffiCollab with Tableau

Given a project manager wants to visualize project data in Tableau, when they integrate EffiCollab with Tableau, then they should be able to export project data to Tableau for visualization purposes.

Reports generated in Power BI are comprehensive

Given a project manager generates a report in Power BI, when they view the report, then the report should contain all relevant project metrics and provide a comprehensive overview of project performance.

Visualizations in Tableau accurately represent project data

Given a project manager visualizes project data in Tableau, when they view the visualization, then the visualization should accurately represent the underlying project data and provide meaningful insights.

Integration with reporting tools improves decision-making

Given a project manager integrates EffiCollab with reporting tools, when they use the generated reports or visualizations for analysis, then the availability of comprehensive data should enhance decision-making capabilities.

EffiSecurity

EffiSecurity is a robust security feature within EffiCollab that ensures the safety and protection of sensitive project data. It provides secure user authentication, role-based access control, and data encryption to safeguard information. EffiSecurity also includes activity logs and audit trails to monitor user actions and maintain data integrity. With EffiSecurity, businesses can have peace of mind knowing their project data is safe from unauthorized access, ensuring compliance with data protection regulations and industry standards.

Requirements

EffiSecurity Login Integration

User Story: As a user, I want to integrate EffiSecurity with my existing login system so that I can seamlessly access EffiCollab using my existing credentials.
Description: EffiSecurity should provide the capability to integrate with external login systems, such as Single Sign-On (SSO), to allow users to log in to EffiCollab using their existing credentials. This integration will enhance user experience and streamline access to EffiCollab, reducing the need for users to remember multiple login details. The integration should be easy to set up and configure, and should support popular SSO protocols like SAML and OAuth. This requirement will benefit users by simplifying the login process and improving productivity, as they can easily switch between their various accounts and applications without the hassle of remembering multiple passwords.
Acceptance Criteria: User can log in to EffiCollab using existing login credentials

Given a user with existing login credentials When the user enters their login details Then the user should be granted access to EffiCollab

EffiSecurity integrates with Single Sign-On (SSO) systems

Given EffiSecurity is integrated with a Single Sign-On (SSO) system When a user attempts to log in to EffiCollab Then the user should be redirected to the SSO login page for authentication

EffiSecurity supports popular SSO protocols

Given EffiSecurity is integrated with a Single Sign-On (SSO) system When a user authenticates using SAML or OAuth protocols Then the user should be granted access to EffiCollab

EffiSecurity provides easy setup and configuration for SSO integration

Given EffiSecurity is integrated with a Single Sign-On (SSO) system When the system administrator configures the SSO integration settings Then the SSO integration should be successfully enabled for users to log in

EffiSecurity allows users to switch between multiple accounts and applications

Given EffiSecurity is integrated with a Single Sign-On (SSO) system When a user logs in to EffiCollab using SSO credentials Then the user should be able to easily switch between their various accounts and applications without the need to reauthenticate

EffiSecurity User Roles

User Story: As a project manager, I want to assign specific roles and permissions to users in EffiCollab so that I can control access to sensitive project data and ensure data security.
Description: EffiSecurity should provide a comprehensive user role management system that allows project managers to assign specific roles and permissions to users. These roles should define what actions and functionalities a user can perform within EffiCollab, such as creating, editing, and deleting projects, accessing certain features or modules, and viewing or modifying specific project data. This requirement will enhance project security by ensuring that only authorized users have access to sensitive project information. It will also provide flexibility and customization options, allowing project managers to tailor access rights according to their organization's requirements.
Acceptance Criteria: Assigning roles to users

Given a project manager wants to assign roles and permissions to users, when the project manager assigns a role to a user, then the user should have the corresponding permissions and access rights as defined by the assigned role.

Customizing role permissions

Given a project manager wants to customize role permissions, when the project manager modifies the permissions of a role, then the changes should be reflected for all users assigned to that role.

Creating new roles

Given a project manager wants to create a new role, when the project manager creates a new role with specific permissions, then the new role should be available for assignment to users and inherit the assigned permissions.

Viewing role details

Given a project manager wants to view the details of a role, when the project manager selects a role, then the role details including assigned permissions should be displayed.

Removing roles

Given a project manager wants to remove a role, when the project manager deletes a role, then all users assigned to that role should lose the associated permissions.

Role inheritance

Given a user is assigned multiple roles, when a user has conflicting permissions from different roles, then the user should inherit the highest level of permission among the assigned roles.

EffiSecurity Data Encryption

User Story: As a user, I want my project data to be encrypted to ensure its confidentiality and protect it from unauthorized access.
Description: EffiSecurity should include robust data encryption capabilities to secure project data stored within EffiCollab. This requirement will ensure the confidentiality and integrity of sensitive information by encrypting it during storage and transmission. The encryption should be based on industry-standard algorithms and protocols, and should be transparent to users, requiring no additional steps or actions to encrypt or decrypt data. The encryption should cover all types of data, including project files, messages, and user credentials. This requirement will provide users with peace of mind knowing that their project data is protected, even in the event of a security breach or unauthorized access.
Acceptance Criteria: Encrypting project files during storage

Given a project file, when it is stored in EffiCollab, then the file is encrypted and stored securely.

Encrypting project files during transmission

Given a project file, when it is transmitted within EffiCollab, then the file is encrypted and transmitted securely.

Encrypting messages during storage

Given a message, when it is stored in EffiCollab, then the message content is encrypted and stored securely.

Encrypting messages during transmission

Given a message, when it is transmitted within EffiCollab, then the message content is encrypted and transmitted securely.

Encrypting user credentials during storage

Given user credentials, when they are stored in EffiCollab, then the credentials are encrypted and stored securely.

Ensuring transparent encryption process

Given a user, when they interact with EffiCollab, then the encryption process is transparent and does not require any additional steps from the user.

Using industry-standard encryption algorithms and protocols

Given the EffiSecurity feature, when data encryption is performed, then industry-standard encryption algorithms and protocols are used.

Maintaining encryption during data updates

Given an encrypted data item, when it is updated within EffiCollab, then the data item remains encrypted during the update process.

Maintaining encryption during data retrieval

Given an encrypted data item, when it is retrieved from EffiCollab, then the data item remains encrypted during the retrieval process.

EffiSecurity Activity Logs

User Story: As an administrator, I want to view activity logs and audit trails in EffiCollab to monitor user actions and detect any suspicious or unauthorized activities.
Description: EffiSecurity should maintain comprehensive activity logs and audit trails that record user actions within EffiCollab. The logs should capture information such as login attempts, file accesses, project modifications, and administrative activities. These logs should be easily accessible to administrators, who can review and analyze the logs to identify any suspicious or unauthorized activities. EffiSecurity should also provide search and filtering capabilities to enable administrators to quickly find specific events or users. This requirement will help maintain data integrity, improve accountability, and assist in the investigation of security incidents or policy violations.
Acceptance Criteria: Viewing all user login attempts

Given an administrator is logged into EffiCollab, when they access the activity logs, then they should be able to view a list of all user login attempts, including the date and time of the attempt, the user's name, and the outcome (success or failure).

Filtering activity logs by date range

Given an administrator is logged into EffiCollab and has accessed the activity logs, when they apply a date range filter, then they should only see the activity logs within the specified date range.

Searching for specific user actions

Given an administrator is logged into EffiCollab and has accessed the activity logs, when they search for a specific user action, then they should only see the activity logs related to that action (e.g., file access, project modification, administrative activity).

Viewing detailed activity log information

Given an administrator is logged into EffiCollab and has accessed the activity logs, when they select a specific activity log entry, then they should be able to view detailed information about the log entry, including the user's name, the date and time of the action, and any additional relevant details.

Exporting activity logs

Given an administrator is logged into EffiCollab and has accessed the activity logs, when they choose to export the logs, then they should be able to download a file containing the activity logs in a specified format (e.g., CSV, Excel).

EffiSecurity Data Backup and Recovery

User Story: As a system administrator, I want to ensure that project data in EffiCollab is regularly backed up and can be easily restored in the event of data loss or corruption.
Description: EffiSecurity should include a robust data backup and recovery solution to protect project data from loss or corruption. The backup solution should provide regular and automated backups of project data, including project files, settings, and user data. It should support both on-premises and cloud-based backup options. The recovery process should be efficient and straightforward, allowing system administrators to restore data to a previous state with minimal downtime. This requirement will provide peace of mind to users, knowing that their project data is safe and can be easily recovered in the event of any data loss or disaster.
Acceptance Criteria: Regular automated backups

Given that EffiSecurity is enabled, when the backup schedule is set to a specific frequency, then the system should automatically perform backups of project data at the specified intervals.

Backup options

Given that EffiSecurity is enabled, when selecting a backup option, then the system should support both on-premises and cloud-based backup solutions.

Efficient recovery process

Given that a data loss or corruption occurs, when attempting to restore project data, then the recovery process should be efficient and minimize downtime.

Data completeness

Given that a data backup is performed, when restoring project data, then the restored data should be complete and include all project files, settings, and user data.

Data integrity

Given that a data backup is performed, when restoring project data, then the restored data should maintain its integrity and not be corrupted or modified during the recovery process.

User-friendly recovery interface

Given that a data loss or corruption occurs, when accessing the recovery interface, then the interface should be intuitive and provide clear instructions for restoring project data.

Backup verification

Given that a data backup is performed, when verifying the backup integrity, then the system should provide a mechanism to ensure the backup is valid and can be restored successfully.

Backup status monitoring

Given that data backups are scheduled and performed, when monitoring the backup status, then the system should provide real-time updates and notifications for successful or failed backups.

Backup log and audit trail

Given that data backups are performed, when reviewing the backup log and audit trail, then the system should provide detailed information about backup activities, including the date, time, and user responsible.

EffiConnect

EffiConnect is a powerful communication feature that enables seamless collaboration and effective communication within the EffiCollab platform. It provides users with real-time chat functionality, allowing them to connect with team members, exchange messages, share files, and collaborate in a secure and centralized environment. EffiConnect eliminates the need for external messaging apps or email threads, streamlining communication and ensuring all project-related discussions are organized and easily accessible. With EffiConnect, teams can stay connected, resolve queries, and make decision-making processes faster and more efficient.

Requirements

EffiConnect User Registration

User Story: As a new user, I want to register for an EffiConnect account so that I can start using the chat and collaboration features within EffiCollab.
Description: The EffiConnect User Registration requirement enables new users to create an account specifically for EffiConnect. Users will be able to register with their email address or through a social media account. The registration process will require users to provide basic information such as their name, email, and password. Once registered, users will have access to the full range of chat and collaboration features offered by EffiConnect, allowing them to communicate and collaborate effectively with their team members.
Acceptance Criteria: User registers with email and password

Given a new user with a valid email and password, when they complete the registration form and submit, then they should receive a confirmation email and be redirected to the EffiConnect dashboard.

User registers with social media account

Given a new user with a valid social media account, when they choose the social media login option and provide the necessary permissions, then their social media account should be linked to EffiConnect and they should be redirected to the EffiConnect dashboard.

User registers with existing email

Given a new user with an email that is already registered, when they complete the registration form and submit, then they should see an error message indicating that the email is already in use.

User registers without providing required information

Given a new user without providing the required information in the registration form, when they attempt to submit the form, then they should see error messages indicating the missing information.

User receives confirmation email

Given a new user who has successfully registered, when they check their email, then they should receive a confirmation email with instructions on how to verify their account.

User is redirected to EffiConnect dashboard

Given a new user who has successfully registered, when they complete the registration process and are redirected to the EffiConnect dashboard, then they should see a welcome message and have access to the chat and collaboration features.

EffiConnect Real-time Chat

User Story: As a team member, I want to have real-time chat functionality in EffiConnect so that I can easily communicate with my colleagues and exchange information.
Description: EffiConnect Real-time Chat provides users with a seamless and instant messaging experience within EffiCollab. Users will be able to create individual or group chat rooms where they can exchange messages in real-time. The chat rooms will display a list of online users, indicating their availability for immediate communication. Users will be able to send text messages, emojis, and attachments such as documents, images, and videos. The chat interface will support threaded conversations to keep discussions organized and focused. EffiConnect Real-time Chat enhances communication efficiency, allowing team members to quickly and effectively exchange information, seek clarification, and resolve queries.
Acceptance Criteria: User is able to create an individual chat room

Given that the user is in the EffiConnect Real-time Chat, when the user selects the option to create an individual chat room, then a new chat room is created with the selected user.

User is able to create a group chat room

Given that the user is in the EffiConnect Real-time Chat, when the user selects the option to create a group chat room, then a new chat room is created with the selected users.

User is able to send text messages in a chat room

Given that the user is in a chat room in the EffiConnect Real-time Chat, when the user enters a text message and presses the send button, then the message is sent and displayed in the chat room.

User is able to send emojis in a chat room

Given that the user is in a chat room in the EffiConnect Real-time Chat, when the user selects an emoji and presses the send button, then the emoji is sent and displayed in the chat room as a visual representation.

User is able to send attachments in a chat room

Given that the user is in a chat room in the EffiConnect Real-time Chat, when the user selects a file attachment and presses the send button, then the file is sent and displayed in the chat room with a download link.

User is able to view online users in a chat room

Given that the user is in a chat room in the EffiConnect Real-time Chat, when the user views the list of online users, then the list is displayed with the names of the users who are currently online.

User is able to view threaded conversations in a chat room

Given that the user is in a chat room in the EffiConnect Real-time Chat with multiple messages, when the user clicks on a message, then the threaded conversation is displayed with the replies to that message.

EffiConnect File Sharing

User Story: As a team member, I want to be able to share files in EffiConnect so that I can collaborate with my colleagues and easily access relevant project-related documents.
Description: EffiConnect File Sharing enables users to share files within the chat interface of EffiCollab. Users will be able to upload and share various types of files such as documents, spreadsheets, presentations, images, and videos. Shared files will be stored securely in the cloud, ensuring easy access and retrieval for all team members. EffiConnect File Sharing enhances collaboration by providing a centralized location for storing and accessing project-related documents. Users will be able to preview shared files directly within EffiCollab, eliminating the need to download files externally for review.
Acceptance Criteria: User uploads a file successfully

Given that the user is in the EffiConnect chat interface, when the user selects a file to upload, then the file should be successfully uploaded and displayed in the chat.

User previews a shared file

Given that the user is in the EffiConnect chat interface, and there is a file shared in the chat, when the user selects the file to preview, then the file should be displayed in a preview window within the chat.

User downloads a shared file

Given that the user is in the EffiConnect chat interface, and there is a file shared in the chat, when the user selects the file to download, then the file should be downloaded to the user's device.

User deletes a shared file

Given that the user is in the EffiConnect chat interface, and there is a file shared in the chat, when the user selects the file and chooses to delete it, then the file should be removed from the chat and the user's device.

User searches for a shared file

Given that the user is in the EffiConnect chat interface, and there are multiple files shared in the chat, when the user searches for a specific file using a keyword, then the search results should display the relevant shared files.

EffiConnect Notification Center

User Story: As a user, I want to receive notifications for new messages and activities in EffiConnect so that I can stay updated and respond promptly.
Description: EffiConnect Notification Center keeps users informed about new messages and activities within EffiCollab. Users will receive notifications for new chat messages, file uploads, mentions, and other relevant events. The notification center will display a list of recent notifications, allowing users to easily navigate to the relevant chat room or activity. Users will have the option to customize their notification preferences, choosing to receive notifications via email, desktop notifications, or mobile push notifications. EffiConnect Notification Center ensures that users stay informed and can respond promptly to new messages and activities, maintaining effective communication and collaboration.
Acceptance Criteria: User receives a notification for a new chat message

Given a user is logged in to EffiCollab, when a new chat message is received in EffiConnect, then the user should receive a notification for the new message.

User receives a notification for a new file upload

Given a user is logged in to EffiCollab, when a new file is uploaded in EffiConnect, then the user should receive a notification for the new file upload.

User receives a notification for being mentioned

Given a user is logged in to EffiCollab, when the user is mentioned in a chat message or activity in EffiConnect, then the user should receive a notification for being mentioned.

User can see a list of recent notifications

Given a user is logged in to EffiCollab, when the user opens the EffiConnect Notification Center, then the user should see a list of recent notifications.

User can navigate to the relevant chat room or activity from a notification

Given a user is logged in to EffiCollab, when the user clicks on a notification in the EffiConnect Notification Center, then the user should be redirected to the relevant chat room or activity.

User can customize notification preferences

Given a user is logged in to EffiCollab, when the user goes to the notification settings in EffiConnect, then the user should be able to customize their notification preferences, such as choosing to receive notifications via email, desktop notifications, or mobile push notifications.

EffiConnect Message Search

User Story: As a user, I want to be able to search for specific messages in EffiConnect so that I can quickly find relevant information within the chat history.
Description: EffiConnect Message Search provides users with the ability to search for specific messages within the chat history of EffiCollab. Users will be able to enter keywords or phrases and the search functionality will retrieve matching messages. The search results will highlight the matching text within the messages, making it easy for users to locate the relevant information. EffiConnect Message Search enhances productivity by enabling users to quickly find and refer to important information within the chat history, eliminating the need to manually scroll through lengthy conversations.
Acceptance Criteria: Searching for a keyword

Given a user is in the EffiConnect chat history When the user enters a specific keyword in the search bar Then the search functionality retrieves messages containing the keyword

Highlighting the matching text

Given search results are displayed When a message is selected from the search results Then the matching text within the message is highlighted

Accurate search results

Given a user is in the EffiConnect chat history And the chat history contains messages with different keywords When the user enters a specific keyword in the search bar Then the search functionality only retrieves messages containing the exact keyword

Searching for phrases

Given a user is in the EffiConnect chat history When the user enters a specific phrase in the search bar Then the search functionality retrieves messages containing the entire phrase

Case-insensitive search

Given a user is in the EffiConnect chat history When the user enters a specific keyword in the search bar Then the search functionality retrieves messages regardless of the case of the keyword

Searching within a specific time range

Given a user is in the EffiConnect chat history When the user specifies a time range in the search bar Then the search functionality retrieves messages within that time range

EffiTasks

EffiTasks is a comprehensive task management feature that allows users to create, assign, and track tasks within EffiCollab. With EffiTasks, users can easily create task lists, assign tasks to team members, set deadlines, and track progress in real-time. The user-friendly interface of EffiTasks provides a clear overview of all tasks, their status, and priority, allowing users to efficiently manage their workload and prioritize tasks based on their importance. EffiTasks also provides automated reminders and notifications, ensuring that deadlines are met and no tasks fall through the cracks. With EffiTasks, users can stay organized, improve task delegation, and enhance overall project efficiency.

Requirements

EffiTasks Collaboration

User Story: As a project manager, I want to collaborate with team members on tasks so that we can work together efficiently and stay aligned.
Description: EffiTasks Collaboration allows project managers and team members to collaborate effectively on tasks within EffiCollab. With this feature, project managers can assign tasks to team members and keep track of their progress. Team members can update task status, add comments, and communicate with other team members directly on the task interface. This collaboration feature enhances teamwork, improves communication, and ensures that everyone is on the same page when it comes to task management.
Acceptance Criteria: Project manager assigns a task to a team member

Given a project manager has a task, when the project manager assigns the task to a team member, then the task is marked as assigned to the team member.

Team member updates the status of a task

Given a team member has an assigned task, when the team member updates the status of the task, then the task status is updated accordingly.

Team member adds a comment to a task

Given a team member has an assigned task, when the team member adds a comment to the task, then the comment is displayed on the task interface.

Team member communicates with another team member on a task

Given a team member has an assigned task, when the team member communicates with another team member on the task interface, then the communication is visible to both team members.

Project manager tracks the progress of assigned tasks

Given a project manager has assigned tasks to team members, when the project manager tracks the progress of the assigned tasks, then the progress is displayed accurately.

EffiTasks Custom Fields

User Story: As a user, I want to have customizable fields in EffiTasks so that I can track specific details and information relevant to my tasks.
Description: EffiTasks Custom Fields allows users to add custom fields to their tasks, providing flexibility and customization options. Users can define their own fields such as priority, labels, tags, or any other relevant information they need to track for their tasks. This feature enhances the usability of EffiTasks by adapting to the specific needs of different users and projects, allowing for better organization and categorization of tasks.
Acceptance Criteria: User can add a custom field to a task

Given that a user is creating or editing a task, when the user adds a custom field, then the custom field should be successfully added to the task

User can define the type of the custom field

Given that a user is creating or editing a custom field, when the user selects a type for the custom field, then the custom field should be of the selected type

User can associate a custom field with a task

Given that a user has created a custom field, when the user associates the custom field with a task, then the custom field should be visible and editable within the task details

User can display custom fields in task lists

Given that a user has created custom fields, when the user views a task list, then the custom fields should be visible as additional columns in the task list

User can filter and sort tasks based on custom fields

Given that a user has created custom fields, when the user filters or sorts the task list based on a custom field, then the tasks should be filtered or sorted accordingly

User can search for tasks based on custom field values

Given that a user has created custom fields, when the user performs a search in the task list using a custom field value, then the tasks with matching custom field values should be displayed in the search results

User can edit and delete custom fields

Given that a user has created custom fields, when the user edits or deletes a custom field, then the changes should be reflected in all associated tasks and task lists

EffiTasks Task Dependencies

User Story: As a project manager, I want to define task dependencies in EffiTasks so that I can plan and manage the order in which tasks should be completed.
Description: EffiTasks Task Dependencies allows project managers to set dependencies between tasks, establishing the order in which tasks should be completed. This feature helps with task planning and ensures that tasks are completed in the correct sequence. Users can define both sequential and parallel dependencies, allowing for flexible task management. EffiTasks Task Dependencies helps streamline the workflow, minimize delays, and improve overall project efficiency.
Acceptance Criteria: Creating a sequential task dependency

Given that I have created Task A and Task B, when I set Task B as a dependency of Task A, then Task A cannot be completed until Task B is completed.

Creating a parallel task dependency

Given that I have created Task C and Task D, when I set Task C and Task D as parallel dependencies, then Task C and Task D can be completed simultaneously.

Changing the order of task dependencies

Given that I have created Task E, Task F, and Task G with Task F as a dependency of Task E, when I change the order of the dependencies to Task G, Task F, and Task E, then Task G becomes the new dependency of Task F and Task F becomes the new dependency of Task E.

Removing a task dependency

Given that I have created Task H with Task I as a dependency, when I remove the dependency between Task H and Task I, then Task H can be completed independently of Task I.

Handling circular dependencies

Given that I have created Task J and Task K with Task J as a dependency of Task K, when I try to create a dependency between Task K and Task J, then an error message is displayed indicating that circular dependencies are not allowed.

EffiTasks Attachments

User Story: As a user, I want to be able to attach files to tasks in EffiTasks so that I can easily access and share relevant documents and resources.
Description: EffiTasks Attachments enables users to attach files and documents to tasks within EffiTasks. Users can upload files directly from their local devices or from cloud storage services such as Google Drive or Dropbox. This feature allows for easy access to relevant files and resources associated with tasks, eliminating the need to switch between different platforms or tools. EffiTasks Attachments improves collaboration, facilitates knowledge sharing, and enhances task management by providing a centralized location for all task-related files.
Acceptance Criteria: User attaches a file to a task

Given a task in EffiTasks, when the user attaches a file, then the file is successfully uploaded and associated with the task.

User uploads a file from their local device

Given a task in EffiTasks, when the user chooses to upload a file from their local device, then the selected file is successfully uploaded and associated with the task.

User uploads a file from Google Drive

Given a task in EffiTasks, when the user selects a file from Google Drive, then the selected file is successfully uploaded and associated with the task.

User uploads a file from Dropbox

Given a task in EffiTasks, when the user selects a file from Dropbox, then the selected file is successfully uploaded and associated with the task.

User can access and view attached files

Given a task in EffiTasks with attached files, when the user clicks on a file, then the file is opened or downloaded for viewing and access.

User can remove an attached file

Given a task in EffiTasks with attached files, when the user chooses to remove an attached file, then the file is successfully removed from the task.

User receives a notification when a file is attached

Given a task in EffiTasks, when a file is attached to the task, then the user receives a notification or alert.

EffiTasks Recurring Tasks

User Story: As a user, I want to create recurring tasks in EffiTasks so that I can automate the creation of repetitive tasks and save time.
Description: EffiTasks Recurring Tasks allows users to create tasks that automatically recur at specified intervals. Users can define the frequency, start date, and end date for recurring tasks, reducing the need to manually create repetitive tasks. This feature is especially useful for tasks that need to be performed on a regular basis, such as weekly reports or monthly reviews. EffiTasks Recurring Tasks improves productivity, automates task creation, and ensures that no important tasks are overlooked.
Acceptance Criteria: Creating a recurring task with a daily frequency

Given a user wants to create a recurring task with a daily frequency, when the user sets the task to recur every day, then a task is created for each day within the specified start and end dates.

Creating a recurring task with a weekly frequency

Given a user wants to create a recurring task with a weekly frequency, when the user sets the task to recur every week, then a task is created for each week within the specified start and end dates.

Creating a recurring task with a monthly frequency

Given a user wants to create a recurring task with a monthly frequency, when the user sets the task to recur every month, then a task is created for each month within the specified start and end dates.

Setting a start date and end date for recurring tasks

Given a user wants to create a recurring task with a specified start and end date, when the user sets the start and end dates for the recurring task, then the task is created within the specified date range.

Skipping weekends in recurring tasks

Given a user wants to create a recurring task that skips weekends, when the user sets the task to recur every weekday, then the task is created only for weekdays within the specified start and end dates.

Modifying an existing recurring task

Given a user wants to modify an existing recurring task, when the user updates the details of the recurring task, then the changes apply to all future instances of the task while preserving the existing instances.

Stopping a recurring task

Given a user wants to stop a recurring task, when the user disables the recurrence for the task, then no further instances of the task are created.

Reenabling a stopped recurring task

Given a user has disabled the recurrence for a task and wants to re-enable it, when the user enables the recurrence for the task, then new instances of the task are created based on the existing recurrence settings.

EffiReports

EffiReports is a powerful reporting feature that provides users with in-depth insights and analytics about their projects. With EffiReports, users can generate customized reports and visualize project data in the form of charts, graphs, and tables. EffiReports allows users to track project progress, measure key performance indicators (KPIs), analyze resource allocation, and identify areas for improvement. Users can also export reports in various formats, making it easy to share project updates and milestones with stakeholders. EffiReports empowers users with actionable data, facilitating data-driven decision-making and enabling continuous improvement in project management.

Requirements

Customizable Report Templates

User Story: As a project manager, I want to be able to create custom report templates so that I can generate consistent reports for different projects.
Description: The Customizable Report Templates requirement allows project managers to create their own report templates with predefined sections, data fields, and formatting options. This feature provides flexibility and consistency in generating reports for different projects. Project managers can define the layout and content of the report template based on their specific reporting needs. They can customize the sections, add data fields, choose the desired data visualization options, and set up filters or criteria to include or exclude specific data. This feature empowers project managers to generate consistent and tailored reports, saving them time and effort in manually formatting and organizing project data for reporting purposes.
Acceptance Criteria: Creating a new report template

Given that I am a project manager, when I create a new report template, then the system should allow me to define the layout and sections of the template.

Adding data fields to a report template

Given that I am a project manager with a report template, when I add data fields to the template, then the system should allow me to choose from a list of available fields and map them to the desired sections.

Customizing data visualization options

Given that I am a project manager with a report template, when I customize data visualization options, then the system should allow me to select the desired chart type, format, and styling for the data representation.

Setting up filters and criteria

Given that I am a project manager with a report template, when I set up filters and criteria, then the system should allow me to define conditions to include or exclude specific data from the report based on selected attributes or values.

Previewing and validating the report template

Given that I am a project manager with a report template, when I preview and validate the template, then the system should generate a preview of the report based on the defined template and validate the data integrity and formatting.

Saving and reusing report templates

Given that I am a project manager with a report template, when I save and reuse the template, then the system should allow me to save the template for future use and easily access and apply it to generate reports for different projects.

Drill-down Functionality

User Story: As a data analyst, I want to be able to drill down into the details of a report so that I can analyze the data at a granular level.
Description: The Drill-down Functionality requirement allows users, such as data analysts or project managers, to explore and analyze the data in a report at a granular level. Users can click on specific data points or sections of a report to drill down and view more detailed information. This feature provides a deeper understanding of the underlying data and enables users to identify trends, patterns, or anomalies that may not be apparent in the high-level summary. Users can navigate through different levels of data hierarchy, from aggregated data to individual data records, to gain insights and make data-driven decisions. The drill-down functionality enhances the flexibility and interactivity of EffiReports, empowering users to analyze and interpret project data in a more thorough and comprehensive manner.
Acceptance Criteria: Drill down into a specific chart segment

Given a report with a chart, When I click on a specific segment of the chart, Then the report should display the detailed data related to that segment.

Navigate through different levels of data hierarchy

Given a report with hierarchical data, When I click on a data point at a higher level, Then the report should show the next level of detailed data.

View individual data records

Given a report with aggregated data, When I click on a data point, Then the report should provide access to the individual data records for further analysis.

Maintain context when drilling down

Given a report with drill-down functionality, When I navigate through different levels of data, Then the report should maintain the context and display the relevant data for each level.

Interactive exploration of data

Given a report with drill-down functionality, When I drill down into the data, Then I should be able to interact with the detailed data by filtering, sorting, or applying other data manipulations.

Scheduled Report Generation

User Story: As a project stakeholder, I want to receive automated reports on a regular schedule so that I can stay updated on project progress without manual intervention.
Description: The Scheduled Report Generation requirement enables users to schedule automated report generation and delivery at regular intervals. Project stakeholders, such as executives or clients, can define the frequency, timing, and recipients of the scheduled reports. Once configured, the system will generate the reports automatically based on the defined schedule and distribute them to the designated recipients via email or other communication channels. This feature saves time and effort for project stakeholders, as they no longer need to manually request or compile project updates. It ensures that stakeholders have access to up-to-date project information without requiring manual intervention or constant follow-up. Scheduled report generation enhances the efficiency and convenience of receiving project updates and enables stakeholders to stay informed about project progress effortlessly.
Acceptance Criteria: User can schedule automated report generation

Given a user has the necessary permissions and access, when the user schedules a report generation with the desired frequency, timing, and recipients, then the system should save the schedule settings and initiate automated report generation accordingly.

Scheduled reports are generated at the defined intervals

Given a report generation schedule has been set up, when the scheduled time for report generation is reached, then the system should automatically generate the report with the latest project data.

Reports are delivered to the designated recipients

Given a report generation schedule has been set up with designated recipients, when the generated report is ready, then the system should deliver the report to the designated recipients via email or other specified communication channels.

Multiple schedules can be set up for different reports

Given multiple reports need to be generated, when users set up separate report generation schedules for each report, then the system should be able to handle and initiate the report generation for each schedule independently.

Recipients can be added or removed from the report schedule

Given a report generation schedule has been set up with specific recipients, when users want to add or remove recipients from the schedule, then the system should allow users to modify the recipient list without affecting the schedule settings.

Schedules can be edited or deleted

Given a report generation schedule has been set up, when users want to edit or delete the schedule, then the system should provide the necessary interface and options to allow users to modify or remove the schedule.

Error or failed report generation is handled appropriately

Given a report generation schedule is set up, when there is an error or failure in generating a report, then the system should handle the error gracefully, log the error details, and notify the relevant users/administrators for troubleshooting and resolution.

Report generation does not impact system performance

Given the system is generating reports as scheduled, when the report generation process is running, then the system should continue to function without significant impact on overall system performance and responsiveness.

Reports are generated with accurate and up-to-date project data

Given a report generation schedule is set up, when the system generates a report, then the report should include the most recent and accurate project data, reflecting the current project status.

Interactive Data Visualization

User Story: As a data-driven decision-maker, I want to visualize project data in an interactive and dynamic manner so that I can gain insights more effectively.
Description: The Interactive Data Visualization requirement enhances the visual representation of project data in EffiReports. Users can choose from a variety of interactive and dynamic data visualization options, such as charts, graphs, and heatmaps, to present project data in a visually appealing and engaging manner. The interactive features allow users to interact with the visualizations, such as zooming in or out, filtering data based on specific criteria, and dynamically updating the displayed data based on user actions. This feature facilitates a better understanding of the data, enables users to identify trends or outliers more effectively, and supports data-driven decision-making. Interactive data visualization makes it easier for users to extract meaningful insights from the project data and communicate them to stakeholders in a clear and engaging manner.
Acceptance Criteria: User selects a chart type for data visualization

Given that the user is on the EffiReports page, and there is project data available, when the user selects a chart type from the available options, then the selected chart type should be displayed on the screen.

User filters data based on specific criteria

Given that the user is viewing a chart with multiple data points, when the user applies a filter based on specific criteria, then the chart should display only the data points that meet the filter criteria.

User zooms in or out on a data visualization

Given that the user is viewing a chart with zooming functionality, when the user performs the zoom in action, then the chart should display a closer view of the data with more details. When the user performs the zoom out action, then the chart should display a wider view of the data with less details.

User interacts with a heatmap visualization

Given that the user is viewing a heatmap chart, when the user hovers over a specific cell in the heatmap, then the cell should display additional information or tooltip related to that data point. When the user clicks on a cell in the heatmap, then the chart should provide a detailed view or expand the cell to show more information.

User dynamically updates the displayed data

Given that the user is viewing a chart with dynamic data, when the user modifies the source data, such as adding or updating data points, then the chart should dynamically update to reflect the changes in real-time.

Integration with External Data Sources

User Story: As a data analyst, I want to be able to import data from external sources into EffiReports so that I can consolidate and analyze data from multiple systems.
Description: The Integration with External Data Sources requirement allows users to import data from external sources, such as spreadsheets, databases, or other software systems, into EffiReports. This feature enables data analysts or project managers to consolidate and analyze data from multiple systems in a centralized location. Users can configure the integration to automatically import data on a regular basis, ensuring that the reports are always based on the most up-to-date data. EffiReports provides tools and options to map and transform the imported data into the desired format, aligning it with the existing project data structure. This integration enhances the data integration capabilities of EffiCollab, enabling users to leverage data from various sources and gain comprehensive insights into project performance.
Acceptance Criteria: Importing data from a spreadsheet

Given a valid spreadsheet file, when the user selects the file for import, then the data from the spreadsheet is successfully imported into EffiReports.

Mapping and transforming imported data

Given imported data from an external source, when the user maps and transforms the data, then the data is correctly mapped and transformed according to the user's configuration.

Automatic data import

Given a configured schedule for data import, when the scheduled time is reached, then EffiReports automatically imports the data from the external source without any manual intervention.

Data integration validation

Given imported data from multiple sources, when the data is integrated in EffiReports, then the integrated data is validated to ensure consistency and accuracy.

Data import error handling

Given an error during data import, when an error occurs, then EffiReports provides an error message or notification to the user indicating the cause of the error and possible troubleshooting steps.

EffiMobile

EffiMobile is a mobile application that provides users with on-the-go access to EffiCollab. With EffiMobile, users can stay connected and manage projects from their smartphones or tablets. EffiMobile offers all the key features of EffiCollab, including task management, communication channels, and reporting capabilities. Whether users are in the office, on a business trip, or working remotely, EffiMobile ensures that project management is not limited by location. EffiMobile syncs seamlessly with the web version of EffiCollab, allowing users to switch between devices without any disruptions. With EffiMobile, users can stay productive and keep projects on track, even while on the move.

Requirements

EffiMobile Login

User Story: As a user, I want to be able to log in to EffiMobile so that I can access my projects and tasks on my mobile device.
Description: The EffiMobile application should provide a login feature that allows users to securely log in to their EffiCollab accounts from their mobile devices. Users should be able to enter their username and password, and upon successful authentication, gain access to their projects, tasks, and other EffiCollab features. This login functionality should be secure and protect user credentials from unauthorized access. It should also support features like forgot password and remember me for ease of use. By providing a seamless login experience, EffiMobile empowers users to easily access their projects and tasks while on the go, enabling efficient project management and collaboration.
Acceptance Criteria: User enters valid credentials

Given the user navigates to the EffiMobile login screen When the user enters a valid username and password Then the user should be successfully logged in and redirected to the EffiMobile dashboard

User enters invalid credentials

Given the user navigates to the EffiMobile login screen When the user enters invalid username or password Then an error message should be displayed indicating that the credentials are invalid

User clicks on 'Forgot Password' link

Given the user is on the EffiMobile login screen When the user clicks on the 'Forgot Password' link Then the user should be redirected to the password recovery page

User selects 'Remember Me' option

Given the user is on the EffiMobile login screen When the user selects the 'Remember Me' option Then the user's login credentials should be saved and automatically populated on future login attempts

User tries to login without entering credentials

Given the user is on the EffiMobile login screen When the user tries to login without entering any credentials Then an error message should be displayed indicating that the username and password are required

EffiMobile Task Management

User Story: As a project manager, I want to be able to manage and update tasks through EffiMobile so that I can stay on top of project progress even when I am away from my desk.
Description: EffiMobile should provide comprehensive task management capabilities, allowing users to create, assign, prioritize, and update tasks from their mobile devices. Users should be able to view task details, set due dates, assign tasks to team members, and track task progress. EffiMobile should also support task filters and sorting options for easy task organization and navigation. By enabling mobile task management, EffiMobile empowers project managers to stay informed and make timely decisions, ensuring projects stay on track and team members stay aligned.
Acceptance Criteria: Create a new task

Given a user is logged into EffiMobile, when the user creates a new task with all required information, then the task should be successfully created and added to the task list.

Assign a task to a team member

Given a user is logged into EffiMobile, when the user selects a task and assigns it to a team member, then the task should be assigned to the selected team member and their name should be displayed as the assignee.

Set a due date for a task

Given a user is logged into EffiMobile, when the user selects a task and sets a due date, then the due date should be saved and displayed for the task.

Update the progress of a task

Given a user is logged into EffiMobile, when the user selects a task and updates the progress, then the progress should be saved and reflected in the task details.

View task details

Given a user is logged into EffiMobile, when the user selects a task, then the task details should be displayed with all relevant information, including assignee, due date, priority, and progress.

Sort tasks by priority

Given a user is logged into EffiMobile, when the user selects the sorting option for tasks by priority, then the tasks should be rearranged in ascending or descending order based on their priority level.

Filter tasks by assignee

Given a user is logged into EffiMobile, when the user selects the filter option for tasks by assignee, then only the tasks assigned to the selected team member should be displayed in the task list.

EffiMobile Communication Channels

User Story: As a team member, I want to be able to communicate with my colleagues through EffiMobile so that I can collaborate and share information while on the move.
Description: EffiMobile should provide access to communication channels within EffiCollab, such as chat and discussions, allowing users to engage in real-time conversations and collaborate with team members from their mobile devices. Users should be able to send messages, share files, and participate in group discussions. EffiMobile should also support push notifications to ensure users receive timely updates and notifications about new messages or discussions. By facilitating mobile communication and collaboration, EffiMobile enables seamless information sharing and enhances team productivity, regardless of location.
Acceptance Criteria: User can send a chat message to a specific team member

Given that the user is in the EffiMobile app, when the user selects a team member to chat with, then the user should be able to send a chat message to that team member.

User can share a file in a chat conversation

Given that the user is in a chat conversation in EffiMobile, when the user wants to share a file, then the user should be able to select a file and send it in the chat conversation.

User can view and participate in group discussions

Given that the user is in EffiMobile, when the user navigates to the group discussions section, then the user should be able to view and participate in group discussions by posting messages and replying to existing messages.

User receives push notifications for new chat messages and group discussions

Given that the user has enabled push notifications in EffiMobile, when there is a new chat message or a new message in a group discussion, then the user should receive a push notification with the content of the message.

EffiMobile Reporting

User Story: As a manager, I want to be able to generate and view reports on EffiMobile so that I can track project performance and make data-driven decisions while on the go.
Description: EffiMobile should provide reporting capabilities that allow users to generate and view project reports from their mobile devices. Users should be able to access key metrics, such as task completion rates, project progress, and resource utilization. EffiMobile should offer customizable report templates and filtering options to cater to different reporting needs. The reports should be presented in a clear and visually appealing format, making it easy for users to interpret and analyze the data. By enabling mobile reporting, EffiMobile empowers managers to stay informed about project performance and make data-driven decisions, even when they are not in the office.
Acceptance Criteria: User selects a project to generate a report

Given that the user is on the EffiMobile reporting page, when the user selects a project, then the system should allow the user to generate a report for that project.

User chooses report template and filters

Given that the user wants to generate a report, when the user selects a report template and applies filters, then the system should generate a report based on the selected template and applied filters.

User views the generated report

Given that the user has generated a report, when the report is generated, then the system should display the report in a clear and visually appealing format.

Report includes key metrics

Given that the user is viewing a generated report, then the report should include key metrics such as task completion rates, project progress, and resource utilization.

Report is customizable

Given that the user wants to customize the report, when the user selects customizations such as changing display options or adding additional metrics, then the system should update the report accordingly.

Report is easily interpretable

Given that the user is viewing the generated report, then the report should be presented in a format that is easy to interpret and analyze, allowing the user to make data-driven decisions.

Reporting functionality is responsive

Given that the user is accessing EffiMobile on a mobile device, when the user interacts with the reporting functionality, then the system should respond quickly and provide a smooth user experience.

EffiMobile Offline Mode

User Story: As a user, I want to be able to access and update my projects and tasks on EffiMobile even when I am offline so that I can continue working seamlessly without internet connectivity.
Description: EffiMobile should provide an offline mode that allows users to access and update their projects and tasks even when they are not connected to the internet. In offline mode, users should be able to view project information, tasks, and discussions that were previously synced with the mobile device. They should also be able to create new tasks or update existing ones, which will be synchronized with EffiCollab once they regain internet connectivity. EffiMobile should provide clear indications of when the device is offline and when changes will be synchronized with the server. By offering offline mode capabilities, EffiMobile ensures uninterrupted productivity and seamless project management, regardless of internet connectivity.
Acceptance Criteria: User opens EffiMobile without internet connection

Given that the user does not have an internet connection, when the user opens EffiMobile, then they should be able to access the previously synced projects and tasks.

User tries to create a new task in offline mode

Given that the user does not have an internet connection, when the user tries to create a new task, then the task should be saved locally and not synchronized with EffiCollab until the user regains internet connectivity.

User tries to update an existing task in offline mode

Given that the user does not have an internet connection, when the user tries to update an existing task, then the task should be updated locally and not synchronized with EffiCollab until the user regains internet connectivity.

User tries to view project information in offline mode

Given that the user does not have an internet connection, when the user tries to view project information, then they should be able to access the previously synced data, including project details, timelines, and milestones.

User regains internet connectivity

Given that the user has made changes to projects or tasks in offline mode, when the user regains internet connectivity, then the changes should be synchronized with EffiCollab and updated on the server.

User receives indication of offline mode

Given that the user is in offline mode, when the user performs any action that requires internet connectivity, then they should receive a clear indication that they are in offline mode and that changes will be synchronized once they regain internet connectivity.

EffiAnalytics

EffiAnalytics is an advanced analytics feature that leverages artificial intelligence and machine learning algorithms to provide users with predictive insights and recommendations. EffiAnalytics analyzes project data, historical trends, and user behavior to identify areas of improvement, predict potential bottlenecks, and recommend optimal project management strategies. With EffiAnalytics, users can proactively address risks, optimize resource allocation, and make data-driven decisions to enhance project outcomes. EffiAnalytics empowers users with actionable intelligence, taking project management to a new level of efficiency and success.

Requirements

EffiAnalytics Dashboard

User Story: As a project manager, I want a dashboard in EffiAnalytics so that I can easily view and analyze the project data and metrics.
Description: The EffiAnalytics Dashboard provides a centralized location for project managers to visualize and analyze project data and metrics. The dashboard displays key performance indicators, such as project progress, resource utilization, and budget status. It also includes interactive charts and graphs to visually represent the data. Project managers can customize the dashboard by selecting the specific metrics and charts they want to see. They can track the progress of multiple projects in real-time, identify trends and patterns, and make data-driven decisions to optimize project performance. The EffiAnalytics Dashboard enhances project visibility and enables project managers to effectively monitor and control project activities.
Acceptance Criteria: Project progress

Given that I am a project manager on the EffiAnalytics Dashboard, when I navigate to the dashboard, then I should be able to see the progress of each project displayed.

Resource utilization

Given that I am a project manager on the EffiAnalytics Dashboard, when I access the resource utilization section, then I should be able to view the current utilization of resources for each project.

Budget status

Given that I am a project manager on the EffiAnalytics Dashboard, when I go to the budget status section, then I should be able to see the current budget status for each project.

Customizable dashboard

Given that I am a project manager on the EffiAnalytics Dashboard, when I select the customize option, then I should be able to choose the specific metrics and charts that I want to display on my dashboard.

Real-time tracking

Given that I am a project manager on the EffiAnalytics Dashboard, when I view the dashboard, then I should see real-time updates of the project progress and metrics.

Trend identification

Given that I am a project manager on the EffiAnalytics Dashboard, when I analyze the charts and graphs, then I should be able to identify trends and patterns in the project data.

Data-driven decision making

Given that I am a project manager on the EffiAnalytics Dashboard, when I review the analytics and insights, then I should be able to make data-driven decisions to optimize project performance.

Enhanced project visibility

Given that I am a project manager on the EffiAnalytics Dashboard, when I access the dashboard, then I should have a clear and comprehensive view of the project activities and metrics.

Monitoring and control

Given that I am a project manager on the EffiAnalytics Dashboard, when I use the dashboard, then I should be able to effectively monitor and control the progress of my projects.

EffiAnalytics Predictive Analysis

User Story: As a project team member, I want predictive analysis capabilities in EffiAnalytics so that I can anticipate and address project risks and issues proactively.
Description: EffiAnalytics Predictive Analysis leverages artificial intelligence and machine learning algorithms to identify project risks and issues before they occur. It analyzes historical project data, user behavior, and external factors to predict potential bottlenecks and risks. Project team members can receive alerts and notifications when there is a high probability of a risk or issue. They can take proactive measures to mitigate risks, allocate resources effectively, and ensure project success. By utilizing predictive analysis, project team members can increase project efficiency, reduce delays, and prevent costly mistakes.
Acceptance Criteria: Project team member receives alert for a predicted risk

Given a project with historical data and user behavior When a risk is predicted with a high probability Then the project team member should receive an alert notification

Project team member receives notification for a predicted issue

Given a project with historical data and user behavior When an issue is predicted with a high probability Then the project team member should receive a notification

Project team member can view predicted bottlenecks

Given a project with historical data and user behavior When bottlenecks are predicted Then the project team member should be able to view the predicted bottlenecks

Project team member can allocate resources to mitigate predicted risks

Given a project with predicted risks When a risk is identified Then the project team member should be able to allocate resources to mitigate the risk

Predictive analysis provides accurate and reliable predictions

Given a project with historical data and user behavior When predictions are made Then the predictions should be accurate and reliable

EffiAnalytics Resource Optimization

User Story: As a resource manager, I want EffiAnalytics to help me optimize resource allocation for projects so that I can ensure the efficient utilization of resources.
Description: EffiAnalytics Resource Optimization feature utilizes advanced algorithms to analyze project requirements, resource availability, and skill sets to optimize resource allocation. The feature suggests the most suitable resources for each project task based on their availability, skills, and workload. Resource managers can confidently assign resources knowing that the recommendations are data-driven and aligned with project objectives. This helps to prevent over or underutilization of resources, ensures that each team member is working on suitable tasks, and enhances overall project productivity. EffiAnalytics Resource Optimization streamlines resource management and improves project outcomes.
Acceptance Criteria: Resource manager receives resource allocation recommendations for a project task

Given a project task with specific requirements, When the resource manager requests resource allocation recommendations, Then EffiAnalytics should analyze resource availability, skills, and workload, and provide a list of suitable resources for the task

Resource manager assigns a resource to a project task

Given a project task with specific requirements and a list of recommended resources, When the resource manager selects and assigns a resource to the task, Then EffiAnalytics should update the resource allocation for the task

Resource manager receives warning for overutilized resources

Given a project with resource allocation, When a resource's workload exceeds the defined threshold, Then EffiAnalytics should generate a warning for the resource manager to review and optimize resource allocation

Resource manager receives alert for underutilized resources

Given a project with resource allocation, When a resource's workload is below the defined threshold, Then EffiAnalytics should generate an alert for the resource manager to review and allocate additional tasks or reassign the resource

Resource manager reviews resource utilization reports

Given a project with resource allocation, When the resource manager requests resource utilization reports, Then EffiAnalytics should provide detailed reports on resource utilization, workload distribution, and efficiency

Resource manager receives recommendations for optimized resource allocation

Given a project with resource allocation, When the resource manager requests recommendations for optimized resource allocation, Then EffiAnalytics should analyze resource availability, skills, workload, and project requirements to provide recommendations for improving resource allocation

EffiAnalytics Data Visualization

User Story: As a data analyst, I want EffiAnalytics to provide me with powerful data visualization capabilities so that I can effectively communicate insights to stakeholders.
Description: EffiAnalytics Data Visualization features a wide range of visual elements and interactive charts to present project data in a visually appealing and easy-to-understand format. Data analysts can create custom dashboards, reports, and presentations to communicate key insights and trends to stakeholders. They can choose from various visualization options such as bar charts, line graphs, pie charts, and heat maps to convey information effectively. EffiAnalytics Data Visualization ensures that stakeholders have a clear understanding of project performance, trends, and opportunities, enabling them to make informed decisions and take appropriate actions.
Acceptance Criteria: Data analyst can create custom dashboards

Given a data analyst wants to create a custom dashboard, when they access EffiAnalytics Data Visualization, then they should be able to create a dashboard with customizable elements.

Data analyst can choose from various visualization options

Given a data analyst wants to visualize project data, when they access EffiAnalytics Data Visualization, then they should be able to choose from a variety of visualization options such as bar charts, line graphs, pie charts, and heat maps.

Data analyst can present key insights and trends to stakeholders

Given a data analyst wants to present insights and trends to stakeholders, when they use EffiAnalytics Data Visualization, then they should be able to create reports and presentations with the visualized data.

Stakeholders can understand project performance and trends

Given stakeholders want to understand project performance and trends, when they access the visualized data in EffiAnalytics Data Visualization, then they should be able to comprehend the information easily and accurately.

Data analyst can communicate data-driven decisions

Given a data analyst wants to communicate data-driven decisions, when they use EffiAnalytics Data Visualization, then they should be able to present data in a format that allows stakeholders to make informed decisions.

EffiAnalytics Integration

User Story: As a user, I want EffiAnalytics to integrate with third-party tools and platforms so that I can leverage data from multiple sources for comprehensive analysis.
Description: EffiAnalytics Integration enables seamless data integration with popular project management tools and platforms. Users can connect EffiAnalytics with tools such as Jira, Trello, and Microsoft Project to import project data and combine it with EffiCollab data for comprehensive analysis. The integration supports bidirectional data synchronization, ensuring that the data is always up to date. By integrating EffiAnalytics with other tools, users can leverage data from multiple sources to gain deeper insights and perform comprehensive analysis. EffiAnalytics Integration enhances the versatility of the feature and increases its value to users.
Acceptance Criteria: EffiAnalytics should be able to connect with Jira for importing project data

Given a user wants to import project data from Jira, when they connect EffiAnalytics with Jira, then EffiAnalytics should successfully import project data from Jira

EffiAnalytics should be able to connect with Trello for importing project data

Given a user wants to import project data from Trello, when they connect EffiAnalytics with Trello, then EffiAnalytics should successfully import project data from Trello

EffiAnalytics should be able to connect with Microsoft Project for importing project data

Given a user wants to import project data from Microsoft Project, when they connect EffiAnalytics with Microsoft Project, then EffiAnalytics should successfully import project data from Microsoft Project

EffiAnalytics should support bidirectional data synchronization with integrated tools

Given EffiAnalytics is connected with a third-party tool, when there are updates in the integrated tool, then EffiAnalytics should synchronize the updated data in real-time

EffiAnalytics should provide a seamless and intuitive integration process

Given a user wants to connect EffiAnalytics with a third-party tool, when they follow the integration process, then the process should be easy, intuitive, and require minimal technical knowledge

EffiAnalytics should combine data from multiple sources for comprehensive analysis

Given EffiAnalytics is connected with multiple third-party tools, when the user performs analysis, then EffiAnalytics should combine data from all integrated sources to provide comprehensive insights

EffiCollab Revolutionizes Project Management with All-in-One SaaS Platform: EffiCollab, a groundbreaking SaaS platform, combines effortless task delegation, real-time progress tracking, and powerful communication channels. Designed for medium to large-sized businesses, EffiCollab enhances team synergy, simplifies project processes, and bridges the gap in geographically diverse teams. With its user-friendly interface, EffiCollab transforms project management in the digital age.

EffiCollab: The Ultimate Project Management Solution for Forward-thinking Businesses: EffiCollab is a game-changing SaaS platform that streamlines task delegation, enhances team communication, and provides valuable insights for informed decision-making. Sarah Johnson, a detail-oriented marketing project manager, Michael Chen, an analytical software engineer, and Emily Thompson, a results-driven department manager, all rely on EffiCollab to manage projects efficiently. With its innovative features and user-friendly interface, EffiCollab is revolutionizing the way businesses approach project management.

EffiCollab Unveils Powerful Features to Boost Project Collaboration and Efficiency: EffiCollab introduces a range of cutting-edge features including EffiChat for seamless communication, EffiBoard for visual task management, EffiDrive for secure cloud storage, and EffiReports for comprehensive project reporting. These features, combined with EffiTrack for real-time progress monitoring and EffiConnect for enhanced collaboration, empower teams to achieve project success. With EffiCollab, businesses can optimize productivity, streamline workflows, and achieve their project goals.

EffiCollab Enhances Project Management with Intuitive User Interface and Advanced Analytics: EffiCollab's intuitive user interface simplifies complex project processes, making project management effortless. The integration of EffiInsights provides real-time project performance insights and predictive analytics, enabling data-driven decision-making. With its seamless integration with popular project management tools and secure authentication through EffiSecurity, EffiCollab is the go-to solution for businesses seeking to streamline project management and boost productivity.

EffiCollab Announces EffiBot: The Intelligent Virtual Assistant for Streamlined Project Management: EffiCollab introduces EffiBot, an intelligent virtual assistant that automates tasks, provides personalized recommendations, and enhances user experience within the platform. EffiBot saves time and effort, allowing project managers to focus on high-level decision-making. With EffiBot, users can streamline task management, improve team collaboration, and achieve project success more efficiently.