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Task #505

closed

Onboarding checklist for a new client environment

Task #505: Onboarding checklist for a new client environment

Added by Tomas Murphy 4 months ago. Updated about 2 months ago.

Status:
Closed
Priority:
High
Assignee:
Daniel Haddad
Category:
-
Start date:
06/05/2026
Due date:
07/01/2026
% Done:

100%

Estimated time:
2:00 h
Spent time:
70:30 h
Client:
Contacts:
Deals:
Invoices:
Orders:
Products:

Description

Work through the checklist items in order; mark each one when done.

Acceptance criteria

  • Documentation is updated
  • Product owner accepted the result
  • Release notes entry is prepared
  • No regression in the existing scenarios

Updated by Daniel Haddad 4 months ago · Edited Actions
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 #1

  • Status changed from New to In Progress
  • % Done changed from 0 to 20

Updated by Daniel Haddad 4 months ago · Edited Actions
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 #2

  • Status changed from In Progress to Feedback
  • % Done changed from 20 to 30

Found one more case, added a test for it.

Updated by Daniel Haddad 4 months ago · Edited Actions
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 #3

  • Status changed from Feedback to In Progress
  • % Done changed from 30 to 40

Updated by Anton Iverson 4 months ago · Edited Actions
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 #4

  • Status changed from In Progress to Closed
  • % Done changed from 40 to 100

Updated by Anton Gallagher 3 months ago · Edited Actions
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 #5

Found one more case, added a test for it.

Updated by Tomas Murphy about 2 months ago · Edited Actions
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 #6

Estimate increased because of the additional edge cases.

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