Content channel |
enum |
Website, Blog, Email, Print, Press release |
Content stage |
enum |
Not drafted, In draft, In review, Ready to publish, Published! |
Content type |
enum |
Product news, Company update, Thought leadership, Customer story, Sponsored post |
Contract Status |
enum |
Pending, Active, Renewal soon, Completed, Cancelled, Other |
Cost |
number |
|
Creation stage |
enum |
Not started, Outlining, In progress, Reviewing, Complete |
Creative channel |
enum |
Internal, Print, Ad, Site, Email, Video, Social |
Creative needed |
enum |
Design, Copy, Copy & design |
Creative needs? |
enum |
Yes, No |
Data Sensitivity |
enum |
None, Low, Medium, High, Critical |
Department |
text |
|
Discussion Category |
enum |
Standing Agenda, Team/People, Budget, Data, How do we use this? |
Estimated value |
number |
|
Expected Cost |
number |
|
External Steps Needed |
enum |
Yes, No |
Favorite Idea |
enum |
Favorite |
Feedback type |
enum |
Question, Comment, Feature request, Bug |
Funding Amount |
number |
|
Grant Application Process |
enum |
Not Started, Under Review, Approved and In Progress, Awarded & Active, Expired, Deferred |
Idea Status |
enum |
Needs Research, Added to roadmap, Backlog, Vetoed, Completed |
Interview Area |
enum |
Problem solver, Team player, Leadership ability, Skillset |
Interview Question Score |
number |
|
Launch status |
enum |
Planning, A/B test, In beta, 100% launch |
Lead status |
enum |
Contacted, Qualification, Meeting, Proposal, Closed |
Meeting Minutes |
number |
|
Meeting Needed |
enum |
Yes, No |
Minutes |
number |
|
MRR |
number |
|
Name of Foundation |
text |
|
Need to Follow up? |
enum |
Yes, No |
Number of user reports |
number |
|
Office Location |
text |
|
Onboarding activity |
enum |
Assess, Setup, Change management, Communications, Training, Execution, Milestone |
Participants Needed |
enum |
Yes, No |
Planning category |
enum |
Budgeting, Catering, Venue, Guest management, Other |
Point of Contact |
text |
|
Position |
text |
|
Post Format |
enum |
Live Video, Produced Video, Photo, Carousel, Webinar, Article , GIF |
Priority |
enum |
High, Medium, Low |
Product stage |
enum |
Spec needed, Design ready, Eng ready, QA ready, Marketing ready |
Progress |
enum |
Achieved, On track, Deferred, Failed |
Project size |
enum |
Small, Medium, Large, XLarge |
Project Status |
enum |
Request Received, Action Required, In Progress, Completed, Backlog |
Proposed Budget |
text |
|
Referral |
enum |
Yes, No |
Request Type |
enum |
Acoustic, Cleaning, Desk Setup, Electrical/Lighting, Installation/Construction, Keycards, Move, General Maintenance, Purchasing, Repairs, Temperature Requests |
Research Status |
enum |
Trend, Watch, Won’t Fix, Fix |
Responsible Team |
enum |
Sales, Customer Success |
Risk Assessment Status |
enum |
Waiting to Review , In Review, Provisionally Approved, Approved, Not Approved |
Room name |
text |
|
Sales Counterpart |
enum |
Rohan Shenoy, Kat Mooney, Blake Vargas, Christy Taragon, Neel Shin, Ajeet Cyrus |
Sentiment |
enum |
Positive, Neutral, Negative |
Social Channels |
enum |
Instagram, Twitter, Facebook, Pinterest, LinkedIn |
Stage |
enum |
Onboarding, Expansion, Healthy, At risk |
Status |
enum |
Complete, Blocked, In Progress |
System Setup |
enum |
Microphone only, Microphone + Laptop, Microphone + Laptop + Screen, Laptop only, Other (please add details in task) |
Task Progress |
enum |
Not Started, In Progress, Waiting, Deferred, Done |
Team |
text |
|
Team Responsible |
enum |
Solutions Engineering, Legal, Account Management, Sales Enablement, Finance |
Time it Takes to Complete Tasks |
enum |
One-five minutes, Ten minutes , Thirty minutes , One hour, Over one hour |
User Name |
text |
|
Vendor Category |
enum |
SaaS software, On premise, Rentals, Hardware, Consultant, Vendor, Agency, Other |
Vendor Type |
enum |
Software - Locally Installed, Software - SaaS, Vendor - Agency, Service - Other |