Activation Notes on Deal Asset


Users would like the ability to have more flexibility in describing a deal asset's status or 'next steps'. This is often important information that help with the project management aspects of partnership management.

High Level Requirements

  • As any internal user, I should be able to view/edit an Activation Notes field in the Deal Asset Side Panel

    • Visible to internal users only

    • Ideally support ability to use BOLD and Bullet Points in the text

    • Must be a large text area to support several bullet points

      • Question: What's a reasonable field length here? Any technical considerations?

    • Design Consideration: Any way to hover to view in the Deal Assets grid or just leave in Side Panel?

  • As any internal user, I should be able to add Activation Notes to Asset Delivery and Event Delivery reports

    • Add as a column to optionally add

    • Does not need to be available as a filter

  • Guest
  • Mar 23 2020
  • Released
  • Attach files
  • Guest commented
    13 Aug, 2020 05:03pm

    Will the notes have a date/time stamp on them so we know when they were entered?