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(2) As a user, I want to see a starter email template when I click on the action button for Email related Todos #17

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serpient opened this issue Oct 1, 2019 · 0 comments
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serpient commented Oct 1, 2019

Given

An existing client

When

The user navigates to the clients detail page or all clients page, and clicks on an action button for Email related todos

Email Related Todos with Templates

  • New Client Inquiry - Request More Information
  • Proposal & Retainer - Send Proposal
  • Engagement - Send 3 week pre-shoot reminder
  • Engagement - Send 1 week pre-shoot reminder
  • Wedding - Send 4 week pre-shoot Final Invoice
  • Wedding - Send 4 week pre-shoot reminder
  • Closeout - Send Out Gallery Link to Vendors

Then

A modal appears with:

  • dropdown of available email templates
  • a box with the full email template loaded as formatted text

Clicking the close button will close the modal

Estimate

O: 1.5
R: 2
P: 3

Task Breakdown

  • Creation of new Templates schema & routes and controllers with tests (approximately 1 point)
  • Create frontend Modal component and email template component with tests (1 point)

Mockup

image

@serpient serpient self-assigned this Oct 16, 2019
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