Meeting Title: Uttam_Mariane Date: 2025-01-07 Meeting participants: Mariane Cequina, Uttam Kumaran
WEBVTT
1 00:00:07.950 ⇒ 00:00:09.430 Mariane Cequina: Oh, hello!
2 00:01:35.360 ⇒ 00:01:36.820 Uttam Kumaran: Hey Marianne, Cameron.
3 00:01:37.010 ⇒ 00:01:37.969 Mariane Cequina: Oh, yeah. Yeah.
4 00:01:38.120 ⇒ 00:01:38.900 Mariane Cequina: Hello.
5 00:01:38.900 ⇒ 00:01:39.489 Uttam Kumaran: How are you?
6 00:01:39.650 ⇒ 00:01:46.364 Mariane Cequina: Yeah, I’m doing fine. I’m just gonna share you, this one. I actually talked to Nico. But
7 00:01:47.280 ⇒ 00:01:49.810 Mariane Cequina: I just need some clarification for this one. So
8 00:01:50.330 ⇒ 00:01:53.130 Mariane Cequina: actually, I’m a little bit confused.
9 00:01:54.630 ⇒ 00:01:58.184 Mariane Cequina: Hold on so in here for the client database, because
10 00:01:59.612 ⇒ 00:02:11.459 Mariane Cequina: the initial plan is to have like a client database, and then we will be having the internal view and an external view. So Nico wanted to like, remove the client database and then just create, like internal client test overview. So
11 00:02:12.285 ⇒ 00:02:13.990 Mariane Cequina: the like.
12 00:02:14.350 ⇒ 00:02:27.289 Mariane Cequina: The contract signed, and things like that will be included here in the client. That’s the overview. And then for this one. This is something that’s really confusing a little bit for the project view. So the
13 00:02:27.440 ⇒ 00:02:55.239 Mariane Cequina: Nico Nico told me to have just the task AI and data which is already available. And then I’m just gonna relate that to a certain project. So this is the different proposal. So this is what I’ve been visualizing. So we just wanted to like, ask you about how you would want it to look like. So for here we have different database. So for the task, which is already like the available for the AI and data.
14 00:02:55.300 ⇒ 00:03:01.139 Mariane Cequina: so the tasks will be just assigned depending on the department, and then we will be having, as well as the
15 00:03:02.470 ⇒ 00:03:09.579 Mariane Cequina: another database which is for the projects view, and each project will have like subtypes, and then
16 00:03:10.290 ⇒ 00:03:11.329 Mariane Cequina: we can select the.
17 00:03:11.330 ⇒ 00:03:13.570 Uttam Kumaran: How is subtask different than tasks?
18 00:03:17.070 ⇒ 00:03:18.990 Mariane Cequina: Can you? Can you repeat the question again.
19 00:03:18.990 ⇒ 00:03:21.440 Uttam Kumaran: Like is subtasks different than tasks.
20 00:03:22.030 ⇒ 00:03:26.500 Mariane Cequina: Yeah. So the subtest is actually heavily dependent on the project.
21 00:03:26.670 ⇒ 00:03:34.700 Mariane Cequina: And then we can just like see the progress rate of each project rather than like the here
22 00:03:38.300 ⇒ 00:03:40.450 Mariane Cequina: like this. Oh, no!
23 00:03:40.857 ⇒ 00:03:59.930 Mariane Cequina: This one. So this will be like the AI in data task database. And then the project will be like different. It’s like similar to this. So this is what you can see on each project. So, for example, new mobile app launch, and then we’ll see the completion rate, and then this will be like the sub task under that project.
24 00:04:01.510 ⇒ 00:04:09.279 Uttam Kumaran: But the subtasks are different than the tasks. That’s what I’m saying is that, like the tasks and subtasks need to be the same.
25 00:04:10.180 ⇒ 00:04:10.740 Mariane Cequina: Okay.
26 00:04:10.740 ⇒ 00:04:13.079 Uttam Kumaran: Because there’s no other. There’s no other task type.
27 00:04:13.430 ⇒ 00:04:20.749 Uttam Kumaran: There’s only one. There’s only one task. So like projects have tasks and tasks are assigned to different categories.
28 00:04:21.089 ⇒ 00:04:25.658 Mariane Cequina: Okay, got it. So so it will be like this. So like this.
29 00:04:26.650 ⇒ 00:04:30.350 Uttam Kumaran: Yeah, task AI and data linked to project correct? Yeah.
30 00:04:30.730 ⇒ 00:04:34.709 Mariane Cequina: I got it. Next one. I just want to clarify.
31 00:04:34.710 ⇒ 00:04:38.060 Uttam Kumaran: And then, if you want to talk about the we talk about the list of the 1st item.
32 00:04:39.390 ⇒ 00:04:41.100 Mariane Cequina: What do you mean of here.
33 00:04:41.760 ⇒ 00:04:46.860 Uttam Kumaran: No, you, you said. There’s 2 items right? You you 1st mentioned another thing before this.
34 00:04:49.085 ⇒ 00:04:50.449 Mariane Cequina: No, I’m just.
35 00:04:51.240 ⇒ 00:04:55.900 Uttam Kumaran: No, no, before this, when we just hopped on the call, you said some, there was another.
36 00:04:56.150 ⇒ 00:04:59.909 Uttam Kumaran: What was the 1st thing you said cause you wanted my feedback on that as well.
37 00:04:59.910 ⇒ 00:05:06.680 Mariane Cequina: Yeah, so so this will be like it. The proposal because nico wanted me to create like the workflow first, st and then we actually.
38 00:05:06.680 ⇒ 00:05:10.130 Uttam Kumaran: No, no, not this, but the client, the client pages. Remember you just
39 00:05:10.590 ⇒ 00:05:16.429 Uttam Kumaran: you’re moving way. Hold on! You’re moving super fast. Let’s go one by one, please cause it’s really hard for me to
40 00:05:17.072 ⇒ 00:05:21.309 Uttam Kumaran: to follow. So the 1st thing we talked about is the client pages right?
41 00:05:21.700 ⇒ 00:05:23.620 Mariane Cequina: Yeah, so this one, yeah.
42 00:05:23.620 ⇒ 00:05:30.020 Uttam Kumaran: Yeah, let’s go back to this. So sorry. I just I wanna make sure I’m giving you all the information. So.
43 00:05:30.560 ⇒ 00:05:33.140 Uttam Kumaran: This one. My frustration is like
44 00:05:33.710 ⇒ 00:05:36.400 Uttam Kumaran: we still haven’t figured out how to get
45 00:05:36.700 ⇒ 00:05:41.609 Uttam Kumaran: an external client portal and an internal client portal working right.
46 00:05:41.730 ⇒ 00:05:49.149 Uttam Kumaran: So I don’t. I don’t have. We’re running out of time. If it’s not gonna work, then we just need something that works
47 00:05:49.260 ⇒ 00:05:52.229 Uttam Kumaran: for all of our team like, I can’t have duplicate tasks.
48 00:05:52.340 ⇒ 00:05:55.280 Uttam Kumaran: and and I can’t have confusion
49 00:05:55.450 ⇒ 00:05:59.269 Uttam Kumaran: where people are going to 2 different areas and looking at information.
50 00:05:59.530 ⇒ 00:06:01.949 Uttam Kumaran: So that’s that’s my feedback.
51 00:06:02.530 ⇒ 00:06:03.260 Mariane Cequina: Okay.
52 00:06:03.370 ⇒ 00:06:06.559 Mariane Cequina: So the initial plan will be
53 00:06:07.304 ⇒ 00:06:24.840 Mariane Cequina: just remove the client database, and then it will be like the internal. See, everyone can have, like the overview under, like the progress in each client. And then we’ll be having, like the external depending on what you guys wanted to share to the clients, so the client database will be like removed.
54 00:06:26.340 ⇒ 00:06:29.680 Uttam Kumaran: But we already have the client. The client database already exists.
55 00:06:30.050 ⇒ 00:06:33.309 Uttam Kumaran: Yeah. Cause the external connection.
56 00:06:33.590 ⇒ 00:06:38.610 Mariane Cequina: Yeah, but nico nico told me to just like remove it, because.
57 00:06:39.360 ⇒ 00:06:42.100 Uttam Kumaran: Why do we have to remove it? Because we already have.
58 00:06:44.000 ⇒ 00:06:46.280 Uttam Kumaran: I mean, it’s why. Okay.
59 00:06:46.920 ⇒ 00:06:49.090 Mariane Cequina: That’s what he told me last call.
60 00:06:49.090 ⇒ 00:06:51.480 Uttam Kumaran: But do you under? Do you know why he said that.
61 00:06:51.980 ⇒ 00:07:01.899 Mariane Cequina: Because he just wanted to have like an overview. It’s a little bit confusing for him. That’s what he told me, like I’m gonna share you the notion page. So.
62 00:07:01.900 ⇒ 00:07:06.839 Uttam Kumaran: How is having the clients page inter interfering with?
63 00:07:07.630 ⇒ 00:07:08.540 Uttam Kumaran: Yeah.
64 00:07:09.110 ⇒ 00:07:13.419 Mariane Cequina: Yeah. So so he just wanted to have to have, like the overview of everything.
65 00:07:13.420 ⇒ 00:07:18.340 Uttam Kumaran: Oh, so yeah, how? How is the clients different than that? And from the clients database.
66 00:07:18.490 ⇒ 00:07:29.199 Mariane Cequina: So the client internal. This will be like the tasks under, like the progress, like the resources access in the in specific client, and then the database will be like
67 00:07:29.480 ⇒ 00:07:31.579 Mariane Cequina: you will see the.
68 00:07:31.580 ⇒ 00:07:33.129 Uttam Kumaran: Oh, I see!
69 00:07:33.130 ⇒ 00:07:36.169 Mariane Cequina: Contract whatsoever like some some basic information.
70 00:07:36.170 ⇒ 00:07:40.079 Uttam Kumaran: I think, yeah, I think we should consolidate these 2 into one.
71 00:07:40.290 ⇒ 00:07:44.299 Uttam Kumaran: Yeah. Yeah. So because also social look, there’s active clients.
72 00:07:44.960 ⇒ 00:07:49.130 Uttam Kumaran: And then in the client’s database is another database. Active client review.
73 00:07:49.550 ⇒ 00:07:51.109 Mariane Cequina: See what I’m saying.
74 00:07:51.110 ⇒ 00:07:54.309 Mariane Cequina: Yeah. So so I’m just gonna combine those 2. And
75 00:07:55.580 ⇒ 00:08:02.464 Mariane Cequina: lastly, for the project management again, I just wanna clarify this because I’m about to finish it.
76 00:08:03.110 ⇒ 00:08:04.410 Mariane Cequina: for this one.
77 00:08:04.540 ⇒ 00:08:15.190 Mariane Cequina: I’m a little bit confused on how to have a project view on each like task, like, for example, here in Eden, q. 1.
78 00:08:16.150 ⇒ 00:08:21.689 Mariane Cequina: So this will be like the Q. 1, 2025, and then these are the tasks
79 00:08:22.310 ⇒ 00:08:24.889 Mariane Cequina: under that eden.
80 00:08:25.420 ⇒ 00:08:31.389 Mariane Cequina: So the my plan will be just to relate it, and then to have, like a project overview.
81 00:08:31.390 ⇒ 00:08:33.950 Uttam Kumaran: Yeah, so there should. There should be no tasks.
82 00:08:34.120 ⇒ 00:08:38.049 Uttam Kumaran: So this is the problem with notion is that you can’t do like
83 00:08:38.370 ⇒ 00:08:43.420 Uttam Kumaran: you can’t have a database with like that. Like has multiple relations.
84 00:08:43.429 ⇒ 00:08:43.779 Mariane Cequina: No.
85 00:08:43.780 ⇒ 00:08:50.279 Uttam Kumaran: Necessarily so. What we need to do is all of this needs to be moved to the Eden
86 00:08:51.440 ⇒ 00:08:56.270 Uttam Kumaran: like they need some. This needs to be in the data like
87 00:08:56.820 ⇒ 00:08:59.660 Uttam Kumaran: in the data task board, right?
88 00:09:00.470 ⇒ 00:09:04.379 Uttam Kumaran: And then the relation needs to be to this client and this project.
89 00:09:06.090 ⇒ 00:09:14.909 Uttam Kumaran: You see what I’m saying. So the one thing is, I don’t. I don’t know why, right now the projects, the problem that happened here is the project
90 00:09:15.200 ⇒ 00:09:20.400 Uttam Kumaran: template is has its own task board in there, right.
91 00:09:20.650 ⇒ 00:09:21.340 Mariane Cequina: Yeah.
92 00:09:22.020 ⇒ 00:09:24.380 Uttam Kumaran: So if you go to New Project.
93 00:09:25.330 ⇒ 00:09:27.230 Uttam Kumaran: there is a task board in here.
94 00:09:29.480 ⇒ 00:09:32.280 Uttam Kumaran: so click on the temp, no click on the go to the template
95 00:09:32.440 ⇒ 00:09:37.570 Uttam Kumaran: for new project. Yeah, if you just click on new project. Well, yeah, our
96 00:09:38.420 ⇒ 00:09:40.600 Uttam Kumaran: see, what is this task board?
97 00:09:41.760 ⇒ 00:09:42.860 Mariane Cequina: Okay, got it?
98 00:09:43.170 ⇒ 00:09:45.080 Uttam Kumaran: Like, what is this one? Where is this coming from?
99 00:09:46.340 ⇒ 00:09:48.179 Uttam Kumaran: This is from the AI and data.
100 00:09:48.360 ⇒ 00:09:50.430 Mariane Cequina: Yeah, like, the overview of everything.
101 00:09:50.430 ⇒ 00:09:55.819 Uttam Kumaran: So then all we need to do is add a property here. That’s the project right? And then we can filter to it.
102 00:09:56.270 ⇒ 00:09:56.789 Mariane Cequina: Okay, got it?
103 00:09:56.790 ⇒ 00:10:00.919 Uttam Kumaran: So every task needs to have a client property and a project. Property.
104 00:10:01.330 ⇒ 00:10:02.350 Mariane Cequina: Okay, got it.
105 00:10:03.140 ⇒ 00:10:08.739 Mariane Cequina: Okay? I think that’s it. That’s the clarification that I’m trying to like. Make.
106 00:10:09.380 ⇒ 00:10:13.989 Uttam Kumaran: That makes sense. Yeah. And then I just yeah, I want there to be one client database. So like.
107 00:10:13.990 ⇒ 00:10:14.580 Mariane Cequina: Nice.
108 00:10:14.580 ⇒ 00:10:15.790 Uttam Kumaran: We have clients.
109 00:10:15.960 ⇒ 00:10:18.469 Mariane Cequina: And there’s an active clients, internal.
110 00:10:18.700 ⇒ 00:10:21.189 Uttam Kumaran: And then we have clients. Database
111 00:10:21.550 ⇒ 00:10:25.630 Uttam Kumaran: we can consolidate those 2. You just move any properties over
112 00:10:27.600 ⇒ 00:10:32.649 Uttam Kumaran: because I actually think the clients database we’re using. We’re using some of those properties. So
113 00:10:33.200 ⇒ 00:10:37.900 Uttam Kumaran: I don’t know. Yeah, we’ll just have to consolidate those 2 somehow, and just make sure that those work.
114 00:10:38.401 ⇒ 00:10:44.910 Uttam Kumaran: The second thing we’ll have to do is make sure that every single task has a projects.
115 00:10:45.300 ⇒ 00:10:48.780 Uttam Kumaran: property, and a client property.
116 00:10:49.320 ⇒ 00:10:59.220 Mariane Cequina: Okay. Lastly, I just wanna clarify that the project will be like this like the q 1 cause I was looking like this.
117 00:10:59.220 ⇒ 00:11:04.949 Uttam Kumaran: Yeah, so so some. So for for us, right now, yeah, I think some of the examples, you have
118 00:11:05.182 ⇒ 00:11:06.109 Uttam Kumaran: they will be specific.
119 00:11:06.110 ⇒ 00:11:09.269 Uttam Kumaran: I think, for most of our clients. We only have one project at the moment.
120 00:11:09.640 ⇒ 00:11:13.549 Mariane Cequina: Okay for each kind. That will be like q. 1. Something like that, like quarter one.
121 00:11:13.550 ⇒ 00:11:21.049 Uttam Kumaran: Yeah, for right as of now. But this is the reason I wanted to have projects, because for some clients we may start taking on
122 00:11:21.260 ⇒ 00:11:22.660 Uttam Kumaran: 2 projects.
123 00:11:22.850 ⇒ 00:11:24.069 Mariane Cequina: Okay, got it?
124 00:11:24.310 ⇒ 00:11:33.689 Uttam Kumaran: Our 3 projects right? And also, we’re gonna plan the future project before this project ends. So I want to have some some layer like the project layer to do that.
125 00:11:34.110 ⇒ 00:11:35.349 Mariane Cequina: Okay, got it.
126 00:11:35.600 ⇒ 00:11:41.930 Mariane Cequina: I think that’s it. And I’m just gonna build that one and then show you and make some edits if necessary.
127 00:11:42.370 ⇒ 00:11:46.679 Uttam Kumaran: Okay. Okay, yeah, just slack me. And then I’m I’m happy to, you know. Chat later today or tomorrow.
128 00:11:46.880 ⇒ 00:11:48.329 Mariane Cequina: Okay, got it. Thank you.
129 00:11:48.330 ⇒ 00:11:49.609 Uttam Kumaran: Okay. Thank you.
130 00:11:49.610 ⇒ 00:11:50.100 Mariane Cequina: Hello!