Meeting Title: PM Notion Set up Date: 2025-01-03 Meeting participants: Mariane Cequina, Nicolas Sucari
WEBVTT
1 00:00:26.270 ⇒ 00:00:27.530 Nicolas Sucari: Hey, Marianne.
2 00:00:33.320 ⇒ 00:00:34.530 Nicolas Sucari: can you hear me?
3 00:00:35.360 ⇒ 00:00:36.719 Mariane Cequina: Hello! Can you hear me?
4 00:00:37.190 ⇒ 00:00:39.620 Nicolas Sucari: Yes, I can hear you now. Okay, how are you?
5 00:00:39.620 ⇒ 00:00:41.860 Mariane Cequina: Okay, okay, I’m doing good.
6 00:00:42.160 ⇒ 00:00:45.699 Mariane Cequina: So I’ll be sharing you the screen, can you? Can you see it.
7 00:00:46.190 ⇒ 00:00:46.870 Nicolas Sucari: Yes.
8 00:00:47.380 ⇒ 00:01:11.440 Mariane Cequina: Okay. So here for the client project base. So I actually attach some like inspiration here. For the overview we will be having. So I was really thinking, because the prior, the prior plan, right, is to have like a project overview in each clients. So what I was thinking is, what if we have a database for all the projects? And then we will be having, like the assigned client.
9 00:01:12.220 ⇒ 00:01:13.789 Mariane Cequina: would that be okay?
10 00:01:14.020 ⇒ 00:01:17.769 Mariane Cequina: Okay? So we can have, like all the overview of all the project under.
11 00:01:18.900 ⇒ 00:01:21.440 Mariane Cequina: So what do you mean with the same client database?
12 00:01:22.040 ⇒ 00:01:23.390 Mariane Cequina: So so
13 00:01:24.028 ⇒ 00:01:30.809 Mariane Cequina: for example, we have all the project, and then we will be having a view for assigned clients like here in notion
14 00:01:31.020 ⇒ 00:01:35.029 Mariane Cequina: where you can see the the task well, that specific time.
15 00:01:35.614 ⇒ 00:01:37.950 Nicolas Sucari: Okay. Okay. Okay. Perfect.
16 00:01:38.610 ⇒ 00:01:48.220 Mariane Cequina: So so so in that way for you, for example, because you’re the project manager, if I’m not mistaken, so you can have, like the overview of all the projects, as well.
17 00:01:48.220 ⇒ 00:01:48.890 Nicolas Sucari: Okay.
18 00:01:49.470 ⇒ 00:02:07.470 Mariane Cequina: And then we will be in every project. We’ll be having tasks and then assign department and then assign members. So that will be the overview. So in here for the assigned clients. So the specific project is assigned to specific clients, and then there will be an important note
19 00:02:07.590 ⇒ 00:02:13.920 Mariane Cequina: meeting schedule meeting notes and then resources for the meeting notes. It includes the
20 00:02:15.430 ⇒ 00:02:17.930 Mariane Cequina: like. Like. The weekly updates. Is that correct?
21 00:02:18.180 ⇒ 00:02:18.829 Mariane Cequina: Gonna add.
22 00:02:18.830 ⇒ 00:02:26.260 Nicolas Sucari: Okay, yeah, yeah, I mean, we can include in meeting notes, or we can create like a different place with the weekly updates. But that’s fine.
23 00:02:26.260 ⇒ 00:02:32.209 Mariane Cequina: Okay, okay, okay, I’m just gonna I will try to
24 00:02:32.450 ⇒ 00:02:42.500 Mariane Cequina: make a different view for that. And then I’m gonna present it to you as well, and then resources, so can I clarify what are the expected resources here? Is it documentation.
25 00:02:43.280 ⇒ 00:02:49.180 Nicolas Sucari: Yeah, resources could be anything. I mean, I can. I can show you the project page for Eden
26 00:02:49.180 ⇒ 00:03:16.540 Nicolas Sucari: that Robert’s been working on. And he like created a lot of different pages with different information. Right? So, for example, 1 1 page is about tool pricing another one is about. I don’t know the team. How. How is Eden’s team configured, and and that kind of stuff like there are like a lot of different pages with information. And we need, like a place where to create and have all of those
27 00:03:16.926 ⇒ 00:03:31.600 Nicolas Sucari: of those info of those of that information there. Right? So if if someone wants to access, for example, to see what are all the data sources or all the tools that the client is using, we we have that easy easy to find.
28 00:03:32.710 ⇒ 00:03:38.230 Mariane Cequina: Oh, I got it so for the resources! This will be like independent on each client, so it won’t be like.
29 00:03:38.480 ⇒ 00:03:40.549 Nicolas Sucari: Yeah, yeah, yeah, that’s fine. Yeah.
30 00:03:40.550 ⇒ 00:03:52.170 Mariane Cequina: Okay, even for the meeting notes. So this will all be independent. Is that correct? So the weekly updates will be like the updates you’re doing in each client right? Because you’re doing like you’re sending email to them.
31 00:03:52.740 ⇒ 00:03:56.465 Nicolas Sucari: Yes, yes, that should be also independent. I agree.
32 00:03:57.030 ⇒ 00:04:15.039 Mariane Cequina: Okay meeting. So this will be it. And then for the project. So it’s color blue, because it will be coming from here for the whole project. So we’ll be having a different view for each client. So this will be the projects and then task, and it will be assigned department assigned member, and then we will be having status.
33 00:04:15.040 ⇒ 00:04:16.880 Nicolas Sucari: Go go back to tasks.
34 00:04:17.000 ⇒ 00:04:17.920 Nicolas Sucari: So tasks.
35 00:04:17.920 ⇒ 00:04:18.510 Mariane Cequina: Here.
36 00:04:19.051 ⇒ 00:04:24.990 Nicolas Sucari: We we are using like the the same database for all projects and all clients. Right?
37 00:04:26.180 ⇒ 00:04:26.960 Mariane Cequina: Yes.
38 00:04:27.280 ⇒ 00:04:42.939 Nicolas Sucari: That’s the data and the AI database that we have with all tasks in it. And I think we should share that between all projects and all clients. Because, if not, you can’t create the personal dashboards for each person. Right?
39 00:04:43.900 ⇒ 00:04:56.450 Mariane Cequina: Yes. So actually, because we have different task database for the AI and the data, right? So we’ll be having a diff different database for the project, and then the task under that project.
40 00:04:57.010 ⇒ 00:05:04.629 Mariane Cequina: So it will be like this if I’m gonna visualize it. So we have, like a database of tasks for the AI and data.
41 00:05:05.100 ⇒ 00:05:10.899 Mariane Cequina: And then this, this. These are like the regular tasks that they’ve been doing, that you can see in
42 00:05:11.610 ⇒ 00:05:16.419 Mariane Cequina: in the notion that’s already available, and then we will be having a different view. This will be like the project.
43 00:05:18.070 ⇒ 00:05:18.889 Mariane Cequina: and then in.
44 00:05:19.295 ⇒ 00:05:25.779 Nicolas Sucari: Okay, but it’s gonna be a view for each project of of that database. Right?
45 00:05:28.150 ⇒ 00:05:31.917 Mariane Cequina: Yeah, so so this will be like a different database.
46 00:05:32.420 ⇒ 00:05:35.059 Mariane Cequina: But we I can put it under their
47 00:05:35.520 ⇒ 00:05:43.540 Mariane Cequina: under the workspaces so they can have, like the view of it. But it will. It will be like a separate database. Is that okay? Because this task will be.
48 00:05:43.540 ⇒ 00:05:43.890 Nicolas Sucari: Wonderful.
49 00:05:43.890 ⇒ 00:05:47.140 Mariane Cequina: Project. So in that way we can also have, like the completion rate.
50 00:05:48.260 ⇒ 00:05:53.409 Nicolas Sucari: Okay, but wait, wait. Let me or do you have access to notion there? Can you share notion.
51 00:05:53.980 ⇒ 00:05:57.239 Mariane Cequina: Okay, I’m gonna share it. Hold on.
52 00:05:58.010 ⇒ 00:06:06.169 Nicolas Sucari: Because I think that that is the place where we’re gonna have like an issue. If we have, like a lot of different databases with different tasks.
53 00:06:06.380 ⇒ 00:06:09.530 Nicolas Sucari: go to project if you, if you click.
54 00:06:09.530 ⇒ 00:06:10.849 Mariane Cequina: Project management, here.
55 00:06:11.240 ⇒ 00:06:17.890 Nicolas Sucari: Yeah, go to projects exactly, and go to Eden. q. 1. The last one. If you go into that.
56 00:06:17.890 ⇒ 00:06:18.409 Mariane Cequina: Okay. Sure.
57 00:06:18.410 ⇒ 00:06:19.540 Nicolas Sucari: Yeah, okay, don’t worry.
58 00:06:20.420 ⇒ 00:06:21.450 Nicolas Sucari: Open it.
59 00:06:22.170 ⇒ 00:06:47.369 Nicolas Sucari: Okay, so this is like the project page. This is not the client page. That’s okay. And this is where Robert has been adding like a lot of information, right? You see, there is a lot of different pages information, client background all that stuff. And when you go down to project tasks like this task board, this is coming from AI and data database, I think, and and that is that I think this is correct.
60 00:06:48.940 ⇒ 00:07:16.009 Nicolas Sucari: because if you go to the AI Slash data database, you’ll see that we have for all we have tasks for all clients and all projects. And that’s okay. Because if then, if you want to create a personal dashboard, for example, for Luke or for I don’t know, pay us or Sahana and if they are working different clients, they need to have a place where they can see all of their tasks for each client. Right?
61 00:07:17.830 ⇒ 00:07:38.000 Mariane Cequina: no, can. I just like clarify? Because because Udem told me back then cause i’m i’m gonna be like confused again for the task. So I was wondering if we have different tasks in H. 8 AI. Like, for example, here in vita coco. So this under the client, and then they have like a separate task on it. And then I was thinking, if
62 00:07:38.150 ⇒ 00:07:41.689 Mariane Cequina: you know, in other clients there will be separate project.
63 00:07:42.170 ⇒ 00:07:45.809 Mariane Cequina: Is that something that will work or no. It’s it’s different.
64 00:07:47.070 ⇒ 00:07:50.330 Nicolas Sucari: Let me wait. Let me think, because.
65 00:07:50.890 ⇒ 00:07:51.590 Mariane Cequina: Yeah, okay.
66 00:07:51.931 ⇒ 00:07:58.429 Nicolas Sucari: I mean, yes, we as how we are managing right now. If you go back, go back to projects.
67 00:07:58.710 ⇒ 00:07:59.390 Mariane Cequina: Okay.
68 00:08:01.000 ⇒ 00:08:01.760 Mariane Cequina: Here.
69 00:08:02.560 ⇒ 00:08:03.120 Nicolas Sucari: Yeah.
70 00:08:03.380 ⇒ 00:08:10.490 Nicolas Sucari: So usually we have, for example, Eden, q. 1. Maybe we will have. We will have another project back there.
71 00:08:10.870 ⇒ 00:08:15.819 Nicolas Sucari: That it’s even. q. 2 q. 1 is quarter one. So maybe we will have even Q. 2.
72 00:08:16.020 ⇒ 00:08:19.320 Nicolas Sucari: But this database that you’re showing the project task
73 00:08:19.760 ⇒ 00:08:26.259 Nicolas Sucari: should be kind of the same, but with different views. So I think that’s fine. I mean.
74 00:08:27.750 ⇒ 00:08:30.669 Nicolas Sucari: I think we’re good for now we just need to link
75 00:08:31.651 ⇒ 00:08:36.170 Nicolas Sucari: this with the with a property that says, which project.
76 00:08:36.510 ⇒ 00:08:39.200 Nicolas Sucari: as this task is included in right.
77 00:08:39.580 ⇒ 00:08:44.239 Mariane Cequina: Yeah, yeah, yeah, that’s also what I’ve been thinking. So so I was thinking, like.
78 00:08:44.550 ⇒ 00:08:47.950 Mariane Cequina: do they have like a regular task that they’re doing under the client.
79 00:08:48.190 ⇒ 00:08:52.020 Nicolas Sucari: Cause. Yeah, cause this is what I’ve been visualizing. Like, as I said, like.
80 00:08:52.020 ⇒ 00:08:55.429 Nicolas Sucari: what do you mean? A regular task? What do you mean? A regular task.
81 00:08:55.700 ⇒ 00:09:03.319 Mariane Cequina: Like tasks that are not primarily attached to a project, because I was thinking that they will be having a task view, and then.
82 00:09:03.320 ⇒ 00:09:04.190 Nicolas Sucari: No, no.
83 00:09:04.190 ⇒ 00:09:04.880 Mariane Cequina: To you.
84 00:09:04.880 ⇒ 00:09:18.830 Nicolas Sucari: I I think all tasks should be under a project. Yes, because everything that we are doing should be tracked and should like help achieve the, or accomplish the objectives that we are setting for each project.
85 00:09:19.420 ⇒ 00:09:27.449 Mariane Cequina: Okay, got it. So so in that way, I think I just have to remove that like the task overview. But it will be like the project.
86 00:09:27.620 ⇒ 00:09:29.989 Mariane Cequina: like everything, is just connected to one another.
87 00:09:30.760 ⇒ 00:09:34.030 Mariane Cequina: like the project, and then past view under that project.
88 00:09:34.310 ⇒ 00:09:39.470 Mariane Cequina: So in here, for example, so in here, like, for example, here in AI,
89 00:09:40.280 ⇒ 00:09:47.450 Mariane Cequina: it’s actually coming here from the items page, like the AI and data. So this is like the master database.
90 00:09:47.680 ⇒ 00:09:48.120 Nicolas Sucari: It’s great!
91 00:09:48.120 ⇒ 00:09:51.860 Mariane Cequina: I’ll I’ll just gonna add here the the project. Is that correct?
92 00:09:52.940 ⇒ 00:09:57.060 Nicolas Sucari: But I think you you don’t. You don’t have that that field.
93 00:09:57.510 ⇒ 00:09:58.520 Nicolas Sucari: No, you have the client.
94 00:09:58.520 ⇒ 00:09:58.940 Mariane Cequina: Yeah.
95 00:09:58.940 ⇒ 00:09:59.810 Nicolas Sucari: Okay, okay, I get it.
96 00:10:00.210 ⇒ 00:10:02.109 Nicolas Sucari: But you don’t have the project.
97 00:10:02.220 ⇒ 00:10:09.240 Nicolas Sucari: Yeah, the clients. I, the client, is okay because we are using that. And I think that’s how we are filtering in each of the
98 00:10:09.380 ⇒ 00:10:13.679 Nicolas Sucari: project page but we need to add also the project.
99 00:10:14.240 ⇒ 00:10:14.760 Mariane Cequina: So, so.
100 00:10:14.760 ⇒ 00:10:15.710 Nicolas Sucari: I think.
101 00:10:16.000 ⇒ 00:10:23.950 Mariane Cequina: So is is it correct that I’m just gonna add here the project. So we can have like a different view of the project. Is that correct? So it will be just connected here.
102 00:10:24.650 ⇒ 00:10:26.339 Nicolas Sucari: Yeah, yeah, I think that’s okay.
103 00:10:26.340 ⇒ 00:10:41.769 Mariane Cequina: As well. No data. Okay? Cause cause I I thought before, like, when try to explain to me, I thought that there will be like a different task, but then it will be like a project, and then under project there will be like tasks. So generally, that’s how it actually looked like.
104 00:10:43.260 ⇒ 00:10:43.710 Nicolas Sucari: Okay.
105 00:10:43.710 ⇒ 00:10:45.909 Mariane Cequina: So I’m just gonna add projects here.
106 00:10:46.200 ⇒ 00:10:50.040 Nicolas Sucari: Can you scroll to the right? Let me see, what other fields do we have here?
107 00:10:50.830 ⇒ 00:10:52.790 Mariane Cequina: Okay. Here.
108 00:10:53.280 ⇒ 00:10:56.739 Nicolas Sucari: No, no, on the table. If you scroll to the right.
109 00:10:57.550 ⇒ 00:11:00.159 Nicolas Sucari: like, what other columns do we have in this one?
110 00:11:00.470 ⇒ 00:11:08.190 Nicolas Sucari: And they start a task type. Okay, yeah, I think we need to add just like a field there, a column that says project and link it to the project database.
111 00:11:08.510 ⇒ 00:11:09.260 Nicolas Sucari: We have.
112 00:11:09.610 ⇒ 00:11:10.960 Mariane Cequina: Okay, got it. Okay, got it?
113 00:11:10.960 ⇒ 00:11:12.460 Nicolas Sucari: So that we can add that.
114 00:11:13.440 ⇒ 00:11:17.280 Mariane Cequina: Okay, take note of that, so there will be no.
115 00:11:17.880 ⇒ 00:11:23.619 Mariane Cequina: It will be like the project itself. Okay, I’m I will go back in the in the feed, jump.
116 00:11:24.140 ⇒ 00:11:24.780 Nicolas Sucari: Okay.
117 00:11:24.780 ⇒ 00:11:31.940 Mariane Cequina: Here. So so how it will is really like this. And then this will be the task under the AI and data
118 00:11:32.300 ⇒ 00:11:35.530 Mariane Cequina: and data should be.
119 00:11:35.530 ⇒ 00:11:36.180 Nicolas Sucari: Okay.
120 00:11:36.561 ⇒ 00:11:42.479 Nicolas Sucari: yeah, okay, that’s that’s correct. Yeah, tasks should be on top and then do a link to project. Okay, that’s fine.
121 00:11:42.480 ⇒ 00:11:43.200 Mariane Cequina: Okay?
122 00:11:43.760 ⇒ 00:11:44.980 Mariane Cequina: And then.
123 00:11:45.500 ⇒ 00:11:51.720 Mariane Cequina: so this will. So the All project will be like the overview. And then, okay, so project will be like tasks.
124 00:11:51.940 ⇒ 00:11:54.970 Mariane Cequina: and then assign department, and then assign yes.
125 00:11:55.430 ⇒ 00:12:02.169 Mariane Cequina: and then the status of that task under that project. So this will be like different now.
126 00:12:02.360 ⇒ 00:12:08.380 Mariane Cequina: So so here will be like the status of the project itself, rather than the tasks, like the status.
127 00:12:08.380 ⇒ 00:12:13.150 Nicolas Sucari: Why, but but okay. But why? Why is why it’s gonna be like that.
128 00:12:13.670 ⇒ 00:12:19.149 Nicolas Sucari: If you’re if you’re if the board is like managing the tasks, not the projects.
129 00:12:19.620 ⇒ 00:12:25.480 Nicolas Sucari: The project is kind of of an overview of, like the tasks included in it.
130 00:12:25.780 ⇒ 00:12:33.790 Nicolas Sucari: That’s why we don’t need to have like statuses for the projects, I think, or they just be like, really broad.
131 00:12:34.080 ⇒ 00:12:35.460 Nicolas Sucari: not so specific.
132 00:12:37.170 ⇒ 00:12:42.418 Mariane Cequina: Like like the status cause cause. I actually because I actually like
133 00:12:43.630 ⇒ 00:12:46.689 Mariane Cequina: just based on here on the
134 00:12:46.860 ⇒ 00:12:49.090 Mariane Cequina: okay, I’m just gonna share it again.
135 00:12:49.090 ⇒ 00:12:55.130 Nicolas Sucari: Okay, wait, let me let me. Let me let me share my let me share the notion if you want, and I can share.
136 00:12:55.130 ⇒ 00:12:55.470 Mariane Cequina: Okay.
137 00:12:55.470 ⇒ 00:13:02.010 Nicolas Sucari: How I’m trying to manage this right now, how we are using it, because it’s kind of
138 00:13:02.290 ⇒ 00:13:04.940 Nicolas Sucari: it’s difficult to understand. I think.
139 00:13:05.200 ⇒ 00:13:09.860 Mariane Cequina: Because, yeah, it’s kind of a mess. But let me share a minute and I’ll go through everything.
140 00:13:10.310 ⇒ 00:13:11.149 Mariane Cequina: Okay, got it.
141 00:13:11.410 ⇒ 00:13:11.980 Nicolas Sucari: Yeah.
142 00:13:11.980 ⇒ 00:13:12.530 Mariane Cequina: I’m sorry.
143 00:13:12.530 ⇒ 00:13:14.620 Nicolas Sucari: So why did it work?
144 00:13:14.960 ⇒ 00:13:19.370 Nicolas Sucari: Sure. Okay, let me know when you’re seeing the screen.
145 00:13:21.910 ⇒ 00:13:23.330 Mariane Cequina: Yeah, I can see it now.
146 00:13:23.510 ⇒ 00:13:36.040 Nicolas Sucari: Okay, cool. So right right now, here we are in projects we are in Eden, q. 1. So this is kind of the project that we created for Eden the 1st quarter of the of the of the year
147 00:13:36.468 ⇒ 00:13:44.339 Nicolas Sucari: this is all of the information that we have in the project. Maybe this could move out of here and to the client page.
148 00:13:44.730 ⇒ 00:13:45.900 Nicolas Sucari: But the task.
149 00:13:45.900 ⇒ 00:13:46.480 Mariane Cequina: Resources.
150 00:13:46.480 ⇒ 00:13:46.920 Nicolas Sucari: This is cool.
151 00:13:46.920 ⇒ 00:13:49.680 Mariane Cequina: About that like understood sense.
152 00:13:49.680 ⇒ 00:13:51.930 Mariane Cequina: Yeah, maybe you’ll do whatever.
153 00:13:52.460 ⇒ 00:14:13.419 Nicolas Sucari: Yeah, okay, maybe all of these. Not the objectives, but maybe the artifacts. And and some of these information should move to the client page instead of the project page. So how I’m thinking of it on, on how we should create this is, we should have a client page right? Let me go to here.
154 00:14:15.075 ⇒ 00:14:17.850 Nicolas Sucari: Then go to clients, wait.
155 00:14:20.250 ⇒ 00:14:26.369 Nicolas Sucari: So in the clients we should have, like all of the clients, Page, we have here all the client, the active clients right?
156 00:14:26.783 ⇒ 00:14:35.579 Nicolas Sucari: And if I go to Eden, this is like this should be the like. The top client page, with all of the information, the general information about the client
157 00:14:36.229 ⇒ 00:14:57.170 Nicolas Sucari: where we add resources. We add, we have here the meeting, the weekly updates and everything, and we don’t have tasks here, right? And then we have, and then but but we have, like an a project overview just like a general view of all the projects that we have, and then in the projects we can see.
158 00:14:57.790 ⇒ 00:14:59.780 Mariane Cequina: What are the tasks under that project?
159 00:14:59.780 ⇒ 00:15:14.230 Nicolas Sucari: Yeah, exactly. We. We can see, like the all of the projects of that client. We will see 18. q. 1, even. Q. 2, 3, for example, right? And inside of each project we will see all of the tasks. And that’s correct.
160 00:15:14.560 ⇒ 00:15:40.169 Nicolas Sucari: And the task is is okay. To have like this database because we are working with AI and data database we have here for all of the clients and all of the projects. So maybe we can create a link, a linked field here for the projects. And we can filter down the projects. And that’s how you will create that roll up view for projects and clients where we can have the percentages of completion. Okay.
161 00:15:40.170 ⇒ 00:15:40.880 Mariane Cequina: Okay.
162 00:15:41.840 ⇒ 00:15:53.970 Nicolas Sucari: But this is okay. I wouldn’t touch this. I mean, I I it’s working. We have all everything here. I’m looking here at all data. But you have here all AI, and we can create from this database
163 00:15:54.270 ⇒ 00:16:15.779 Nicolas Sucari: we can create all of the personal dashboards for each of the people working right. So here we should add one for Sahana. But Ryan, that’s working in different clients. He could see here in his his view he could see here, all of their task for pool parts for Eden, for any other client. Okay, that’s fine.
164 00:16:15.780 ⇒ 00:16:16.350 Mariane Cequina: Okay.
165 00:16:18.592 ⇒ 00:16:46.410 Nicolas Sucari: And then also, that view will help us create the data. And AI like kind of homepage where, I added, like here, one more page. But this is okay, I think, for all of data, we can see what is the due dates with what are the tasks, the 2 priorities. We can see the overview of tasks by status. I think this is okay. Maybe we should add something to to check all like the overview of the project that we have, like the active projects. Okay.
166 00:16:46.810 ⇒ 00:16:47.510 Mariane Cequina: Okay.
167 00:16:50.560 ⇒ 00:17:00.170 Nicolas Sucari: The one that we are gonna end. Deleting is the old client pages that we have in. Let me see if it is
168 00:17:00.500 ⇒ 00:17:01.490 Nicolas Sucari: here.
169 00:17:03.170 ⇒ 00:17:04.000 Nicolas Sucari: Wait.
170 00:17:09.210 ⇒ 00:17:10.599 Nicolas Sucari: And database.
171 00:17:11.329 ⇒ 00:17:15.380 Nicolas Sucari: Okay, so these are the old
172 00:17:15.500 ⇒ 00:17:17.790 Nicolas Sucari: client pages that we have, I think.
173 00:17:18.349 ⇒ 00:17:21.699 Nicolas Sucari: because this is my template with all of the information right.
174 00:17:22.260 ⇒ 00:17:22.819 Mariane Cequina: Yeah.
175 00:17:23.819 ⇒ 00:17:29.069 Nicolas Sucari: So maybe we need to re, this is gonna die. And we are just gonna keep.
176 00:17:29.909 ⇒ 00:17:31.599 Nicolas Sucari: If we go back to clients.
177 00:17:33.439 ⇒ 00:17:39.229 Nicolas Sucari: we’re just gonna keep this format, the ones that we have here, the active client desk, internal like these ones.
178 00:17:39.790 ⇒ 00:17:47.469 Mariane Cequina: No, actually, actually, yeah. But actually, we can keep the database. The client database as like.
179 00:17:47.780 ⇒ 00:17:52.590 Mariane Cequina: can you? Can you go back there again. I’m sorry for the client. Database.
180 00:17:54.100 ⇒ 00:17:54.440 Nicolas Sucari: Here.
181 00:17:54.718 ⇒ 00:17:57.220 Mariane Cequina: The no, no, no, the database, the old one.
182 00:17:57.850 ⇒ 00:18:09.199 Mariane Cequina: So actually, I I plan to create like the client database. So we can have, like the overview of all the all, the like, the contract, start, date, and date the whole, the contract signing. How about that?
183 00:18:09.370 ⇒ 00:18:11.320 Nicolas Sucari: Okay. But these we need to.
184 00:18:11.710 ⇒ 00:18:12.990 Mariane Cequina: The latest update.
185 00:18:14.030 ⇒ 00:18:21.349 Nicolas Sucari: Okay, okay. But let if we delete this update, that’s fine. The only thing is that this even page is different.
186 00:18:21.350 ⇒ 00:18:23.099 Mariane Cequina: Yeah, from from the other one.
187 00:18:23.210 ⇒ 00:18:24.210 Mariane Cequina: Correct? Correct.
188 00:18:24.500 ⇒ 00:18:25.359 Mariane Cequina: So we have to.
189 00:18:25.360 ⇒ 00:18:30.430 Nicolas Sucari: That’s why I don’t want exactly we I don’t. I don’t wanna have 2 different
190 00:18:30.700 ⇒ 00:18:34.089 Nicolas Sucari: pages named Eden. Right? If I if I search Eden.
191 00:18:34.290 ⇒ 00:19:02.539 Nicolas Sucari: I should go to one client page, and then I should see, like all of the projects and all of the tasks, because here we have 2 that live differently with 2 different templates. One is the one that I was using that I created before, and this one is the new one I think that you created. That’s why we need to merge kind of those 2, even though, if if you, if you want to keep this view, that’s fine. But these pages should be the only ones, and not we. We don’t have. We don’t need to have duplicated with these ones right.
192 00:19:03.490 ⇒ 00:19:13.089 Mariane Cequina: Yeah, cause cause actually, the the workflow for that is that the client database is just like how we can see. Like, like, as you can see there. Can you go to the right.
193 00:19:13.090 ⇒ 00:19:13.970 Nicolas Sucari: Yeah, yeah.
194 00:19:13.970 ⇒ 00:19:14.470 Mariane Cequina: The contract.
195 00:19:14.470 ⇒ 00:19:14.920 Nicolas Sucari: Right.
196 00:19:14.920 ⇒ 00:19:17.500 Mariane Cequina: State defects. Yeah, so we can just like, remove.
197 00:19:17.500 ⇒ 00:19:18.379 Nicolas Sucari: But that’s fine. I mean.
198 00:19:18.380 ⇒ 00:19:28.750 Mariane Cequina: Page like the page itself, as what you said a while ago, because the content and the Eden is different to the content in the internal. So I think we just not use it as a page. Is that correct?
199 00:19:29.560 ⇒ 00:19:37.549 Nicolas Sucari: No, no, but I think we need to use it as a page. We need to have both things, because this is just to have like a quick overview where we are.
200 00:19:37.550 ⇒ 00:19:38.110 Nicolas Sucari: No, yeah.
201 00:19:38.110 ⇒ 00:19:51.930 Nicolas Sucari: Have a meeting with Robert and Dutham. And we’re gonna discuss contracts. We’re gonna see the health. We’re gonna see the update. But in the same page I mean, this is these are, it’s like a database with the page and different properties.
202 00:19:52.190 ⇒ 00:19:54.289 Nicolas Sucari: But if I go into this page.
203 00:19:54.680 ⇒ 00:20:03.609 Nicolas Sucari: I think here, inside of this one of Eden, for example, we need to have the project overview right
204 00:20:03.850 ⇒ 00:20:04.719 Nicolas Sucari: with everything in.
205 00:20:05.090 ⇒ 00:20:14.649 Nicolas Sucari: And with more context. If we want to have, like general background of the client, we can have it if we if we need to have like. What’s the team that the client has? We can have it here.
206 00:20:15.560 ⇒ 00:20:16.000 Mariane Cequina: Okay.
207 00:20:16.000 ⇒ 00:20:40.139 Nicolas Sucari: Okay, that’s why I’m saying, like, we need to kind of merge both clients pages that we have and have like these. Because this is kind of this, what we have here at the back. The client database is just properties that we have here. So that’s fine. I mean, we can keep them, and we can use the page to have, like the general background and all the project details. Then right.
208 00:20:40.590 ⇒ 00:20:41.220 Mariane Cequina: Okay.
209 00:20:42.190 ⇒ 00:20:47.999 Nicolas Sucari: So we we will include a project view, or even, for example, of if I go to project.
210 00:20:48.210 ⇒ 00:21:02.599 Nicolas Sucari: we can keep this database, the project database. And but at at the even page like at this one, we will just include a project view for projects that are from client, even okay.
211 00:21:03.040 ⇒ 00:21:03.720 Mariane Cequina: Okay.
212 00:21:07.310 ⇒ 00:21:11.320 Nicolas Sucari: I know it’s kind of messy and difficult.
213 00:21:11.320 ⇒ 00:21:12.362 Mariane Cequina: No no actually.
214 00:21:12.710 ⇒ 00:21:13.120 Nicolas Sucari: Thank you.
215 00:21:13.120 ⇒ 00:21:30.619 Mariane Cequina: No, actually, I was thinking that in in the project. So it actually connected to the client. And then under the client, I could. Actually, I can just connect the active client as well. I mean the internal database. I’m just gonna present it to you. But to to have like an overview of it. It’s like
216 00:21:30.650 ⇒ 00:21:46.199 Mariane Cequina: it’s like whenever we click like. For example, here in Eden, as you said, I can just like put a button where you can just click to view the task and the project, etc, so it won’t be like too confusing. So I can just like connect those things. Would that work
217 00:21:46.730 ⇒ 00:21:50.979 Mariane Cequina: was that work? I’m just gonna present it once I put it in notion. So you can see it.
218 00:21:52.080 ⇒ 00:22:00.480 Mariane Cequina: Okay? So so yeah, I think I understand it, and then.
219 00:22:01.340 ⇒ 00:22:04.929 Nicolas Sucari: I know it’s difficult, but we can work on it.
220 00:22:05.600 ⇒ 00:22:10.739 Mariane Cequina: Yeah, totally, because it’s more like strategizing as well. So understand that.
221 00:22:11.550 ⇒ 00:22:39.890 Nicolas Sucari: What what I’m trying to do is to make it easier when we need to talk about one client, one project, and what tasks are in it. And we, we need to like, fulfill all of the needs for every kind of people involved in each of the projects and clients. Right? So Utam has one. Utam has his needs. Robert has his needs. The team has their needs, and I have my different needs in order, and how to manage the project. My view for each of the
222 00:22:39.890 ⇒ 00:22:50.739 Nicolas Sucari: project is more in the task view the data team is more also in the in the task view. But Utah and Robert are more on the project and client overview right.
223 00:22:50.970 ⇒ 00:22:51.640 Mariane Cequina: Okay.
224 00:22:51.780 ⇒ 00:23:00.120 Mariane Cequina: okay, got it. So can I, can I share again my big jump. So actually, I understand. And then in here, hold on.
225 00:23:01.950 ⇒ 00:23:06.889 Mariane Cequina: So it the the view would be like this. So these are just like my inspiration.
226 00:23:07.030 ⇒ 00:23:24.079 Mariane Cequina: So as you can see here, so would it be something like this. So you mentioned that you wanted to have, like the overview of the project, and then the timeline. So this will be like this, and then I can. I can have, like a total of the projects that are active and then inactive, or in progress, or under the
227 00:23:24.180 ⇒ 00:23:26.329 Mariane Cequina: planning like this, as you can see here
228 00:23:26.560 ⇒ 00:23:33.710 Mariane Cequina: the total, and then and then here, this will be like this, like, for example, the project. So these are the tasks under that project.
229 00:23:34.480 ⇒ 00:23:35.170 Nicolas Sucari: Okay.
230 00:23:35.350 ⇒ 00:23:41.480 Mariane Cequina: And then the completion rate under that project. Yeah. So so in here, I think that does. That’s the
231 00:23:42.430 ⇒ 00:23:49.529 Mariane Cequina: the thing about the status under the project like, if it’s in the backlog planning, active or possible, we can see here.
232 00:23:49.530 ⇒ 00:23:51.589 Nicolas Sucari: Status only for project, not for.
233 00:23:51.590 ⇒ 00:23:54.209 Mariane Cequina: Yeah, yeah, not for that. Yeah, definitely.
234 00:23:54.210 ⇒ 00:23:55.070 Nicolas Sucari: Perfect.
235 00:23:55.320 ⇒ 00:24:01.400 Mariane Cequina: So. So I just followed the the status that you have for the project under the notion. So would this be
236 00:24:01.560 ⇒ 00:24:03.370 Mariane Cequina: like how you’re.
237 00:24:03.370 ⇒ 00:24:05.210 Nicolas Sucari: Yeah, yeah, I think that’s fine. Yeah, yeah.
238 00:24:05.210 ⇒ 00:24:05.849 Mariane Cequina: Got it. Got it.
239 00:24:05.850 ⇒ 00:24:10.619 Nicolas Sucari: Let’s let’s start. Yeah, let’s start with that one. And if we see that we need any other status, we can check.
240 00:24:11.230 ⇒ 00:24:12.220 Nicolas Sucari: Okay, okay.
241 00:24:12.220 ⇒ 00:24:16.589 Mariane Cequina: Would it be any priority under the project, or should I remove this one.
242 00:24:18.100 ⇒ 00:24:18.960 Nicolas Sucari: And.
243 00:24:18.960 ⇒ 00:24:21.230 Mariane Cequina: It’s like high priority just in.
244 00:24:21.230 ⇒ 00:24:41.729 Nicolas Sucari: No, no, I think that’s fine. Leave leave the priority there, because I think we we’re gonna start separating the projects by by quarter. I mean, we are in the 1st quarter of 2025, so we have one project, or maybe 2 active, and the other ones will wait until the next quarter. But yeah, I think leave leave the priority there. That’s fine.
245 00:24:41.730 ⇒ 00:24:44.110 Mariane Cequina: I think I’m gonna add that as well the quarter.
246 00:24:44.430 ⇒ 00:24:46.440 Mariane Cequina: so we will know as well.
247 00:24:46.440 ⇒ 00:24:55.470 Nicolas Sucari: I mean, we are we are using. Yeah, we are just naming the project with the quarter. So I don’t know if that’s needed at all. But that’s okay. If you want to add it.
248 00:24:56.760 ⇒ 00:24:59.480 Mariane Cequina: Yeah, I think I think it’s it’s great as well if you can add it.
249 00:24:59.650 ⇒ 00:25:18.169 Mariane Cequina: and then duration date will be like like the duration like this one. So the start and then the ending date of each project, and then the task completion rate. This will be like the rate, and then the summary. I think this is something that it’s really important as well that I I like here in my inspirations. You can see they have, like the summary in each project.
250 00:25:19.160 ⇒ 00:25:19.830 Mariane Cequina: I think it will.
251 00:25:19.830 ⇒ 00:25:21.889 Nicolas Sucari: Yeah, I think that’s fine. Yeah, okay.
252 00:25:22.130 ⇒ 00:25:29.109 Mariane Cequina: I also noticed that we don’t have the block by, because in each task we have that, so should we include it in the project like if it’s blocked.
253 00:25:30.250 ⇒ 00:25:35.850 Nicolas Sucari: But what what are you aiming to add in that field like a task or I mean.
254 00:25:35.850 ⇒ 00:25:42.130 Mariane Cequina: Project itself, the project itself, because in the task they have, like a separate view, if it’s actually blocked
255 00:25:42.730 ⇒ 00:25:52.740 Mariane Cequina: by another docs. So in each project? Should we also include black? If it’s actually blocking by a different project? Or should I just leave it the way it is? Should I add the black or not.
256 00:25:53.670 ⇒ 00:25:55.949 Mariane Cequina: Take care, bye, bye, and then that is blocking.
257 00:25:57.710 ⇒ 00:26:02.129 Nicolas Sucari: I don’t know if we need that for now. Yeah, don’t add it, for now hold on.
258 00:26:02.130 ⇒ 00:26:05.770 Mariane Cequina: Okay, I’m not gonna add it. And then we have the summary view into the project owner.
259 00:26:06.170 ⇒ 00:26:07.130 Mariane Cequina: So.
260 00:26:07.130 ⇒ 00:26:07.450 Nicolas Sucari: Okay.
261 00:26:07.450 ⇒ 00:26:08.470 Mariane Cequina: I think that’s it.
262 00:26:08.670 ⇒ 00:26:15.999 Mariane Cequina: And then and then, as you said a while ago, so we have different like about this project, etc, like, like the way you present it.
263 00:26:16.000 ⇒ 00:26:20.840 Mariane Cequina: Yeah, notion. So I think it’s better if we also include template for that.
264 00:26:21.360 ⇒ 00:26:26.299 Mariane Cequina: So what are the like? Like? What are the things that should be included in each project?
265 00:26:26.510 ⇒ 00:26:29.180 Mariane Cequina: So it will be more organized in each.
266 00:26:29.180 ⇒ 00:26:29.520 Nicolas Sucari: Okay.
267 00:26:29.520 ⇒ 00:26:40.310 Mariane Cequina: So I think I think I needed to. So the template will be created by you. But I can. I can organize it and design it.
268 00:26:40.500 ⇒ 00:26:41.610 Nicolas Sucari: But yeah, yeah, of course.
269 00:26:41.610 ⇒ 00:26:45.340 Mariane Cequina: So let me know what are the contents on it, and then the separate view for each
270 00:26:45.450 ⇒ 00:26:55.440 Mariane Cequina: project status will be the planning. But are the projects that under the planning, the active, and then paused. Should I include the pause, or should I remove it? Is it also important.
271 00:26:55.440 ⇒ 00:26:56.910 Nicolas Sucari: Remove it. Yeah, remove it, remove it.
272 00:26:56.910 ⇒ 00:26:58.480 Mariane Cequina: How about the.
273 00:26:58.480 ⇒ 00:27:00.420 Nicolas Sucari: Planning active done.
274 00:27:00.660 ⇒ 00:27:01.170 Mariane Cequina: And then by.
275 00:27:01.170 ⇒ 00:27:01.670 Nicolas Sucari: Yeah.
276 00:27:01.670 ⇒ 00:27:02.370 Mariane Cequina: So that’s.
277 00:27:02.370 ⇒ 00:27:04.180 Nicolas Sucari: Yeah, that’s fine. Yeah, okay.
278 00:27:04.180 ⇒ 00:27:06.379 Mariane Cequina: And then for the
279 00:27:06.650 ⇒ 00:27:19.619 Mariane Cequina: for the project view will be like again, the timeline under the board view, which are the under the progress, planning, etc, and then update in each project and then calendar. So is there anything that you wanted me to remove or add.
280 00:27:20.280 ⇒ 00:27:28.359 Nicolas Sucari: No, no, I think let’s start with that. And if we see that we need anything else, we can also, we can always add, yeah, on top of that.
281 00:27:28.360 ⇒ 00:27:34.250 Mariane Cequina: Okay, okay, I think that’s it. Again, this is how the the view would look like.
282 00:27:34.250 ⇒ 00:27:34.590 Nicolas Sucari: Okay.
283 00:27:34.590 ⇒ 00:27:37.749 Mariane Cequina: So we have a different view for each project like this.
284 00:27:38.110 ⇒ 00:27:40.649 Mariane Cequina: And then, yeah, okay.
285 00:27:40.860 ⇒ 00:27:50.770 Mariane Cequina: I think that’s it. okay, okay. We also have like this project manager. Should I add? Last week I will be creating like a
286 00:27:51.090 ⇒ 00:27:56.029 Mariane Cequina: like a page for the project manager like this, when, so you will know.
287 00:27:56.030 ⇒ 00:27:56.830 Nicolas Sucari: I mean.
288 00:27:56.830 ⇒ 00:27:57.670 Mariane Cequina: Advantage.
289 00:27:58.270 ⇒ 00:28:08.200 Nicolas Sucari: Yeah, I mean, I’m using the the project page and the data homepage like both of them. So I don’t know if I actually need
290 00:28:09.020 ⇒ 00:28:18.309 Nicolas Sucari: like a personal page for now. But let’s leave it there like low priority. And if we have everything ready and then want to create that page, we can work on it. Okay.
291 00:28:18.900 ⇒ 00:28:24.400 Mariane Cequina: Okay, got it. I think that’s pretty much it. And I’ll let you know about the process on progress for.
292 00:28:24.400 ⇒ 00:28:34.399 Nicolas Sucari: Excellent. Okay, let me let me know if you, if you create something and you want to check, check it out, or let me or send me the link. I can check it out and give you some feedback. If you want.
293 00:28:35.050 ⇒ 00:28:38.689 Mariane Cequina: Okay, Leslie, I’m just gonna go back in the project.
294 00:28:39.800 ⇒ 00:28:41.020 Mariane Cequina: Okay.
295 00:28:41.020 ⇒ 00:28:49.209 Mariane Cequina: I’ll try to to put the Ethan. Since this is the example, I’m not gonna touch this for now, I’m just gonna create another page, just in case I created.
296 00:28:49.210 ⇒ 00:28:50.309 Nicolas Sucari: Okay, so yeah.
297 00:28:50.310 ⇒ 00:28:50.840 Mariane Cequina: It doesn’t get.
298 00:28:50.840 ⇒ 00:28:51.160 Nicolas Sucari: That makes sense.
299 00:28:51.160 ⇒ 00:28:52.580 Mariane Cequina: Error, you know so.
300 00:28:52.580 ⇒ 00:28:53.020 Nicolas Sucari: Yeah, yeah.
301 00:28:53.020 ⇒ 00:29:03.249 Mariane Cequina: So I’m just gonna try to use the Eden 1st as an example, and then put it like migrate. All the information in the new page for the project view. And then, yeah, we’ll start there
302 00:29:03.520 ⇒ 00:29:04.130 Mariane Cequina: and then get.
303 00:29:04.590 ⇒ 00:29:06.109 Mariane Cequina: And I’m just gonna add it. Okay.
304 00:29:06.110 ⇒ 00:29:16.699 Nicolas Sucari: Perfect. Yeah, create a new one where you can work on it. Copy the information if you want, and just use that one and just leave the original one as it is, so that we don’t mess up with Robert.
305 00:29:16.979 ⇒ 00:29:22.009 Mariane Cequina: Yeah, I think, yeah, I think that’s it. And let me know if you have any questions.
306 00:29:22.650 ⇒ 00:29:25.259 Nicolas Sucari: Perfect. Thank you. Thank you, Marianne. No, that’s perfect.
307 00:29:25.460 ⇒ 00:29:31.660 Mariane Cequina: Okay, thank you so much. Again. Again. Just let me know about the template again for each. I’m just gonna update you.
308 00:29:31.930 ⇒ 00:29:33.590 Nicolas Sucari: Yeah, okay, remind me about.
309 00:29:33.590 ⇒ 00:29:39.659 Nicolas Sucari: yeah, I’m gonna think about what are the like sections and things that we need. And I’m gonna send it to you. Okay.
310 00:29:39.950 ⇒ 00:29:42.369 Mariane Cequina: Okay, thank you. Thank you, Nico, for your time.
311 00:29:42.370 ⇒ 00:29:42.840 Nicolas Sucari: Thank you.
312 00:29:42.840 ⇒ 00:29:44.250 Mariane Cequina: Thank you. Have a good day.
313 00:29:44.250 ⇒ 00:29:45.920 Nicolas Sucari: Great weekend bye, bye.