Nafuna Africa
SOP: Project Management & Client Dashboards

SOP for SOP: Project Management & Client Dashboards

SOP: Project Management & Client Dashboards

Status: DRAFT (V1.0)

Last Updated: 2025-12-22
Owner: Nqobizitha Mlilo

🛠 Core Project Management System (Directus)

Nafuna Africa uses a custom-built Project Management structure (the "OS" suite) within Directus to manage high-end creative workflows and client communication.

1. Data Structure (The OS Suite)

  • os_projects: The primary container for every client engagement.
    • System Fields: Status, Dates, Owner, Organization, Description.
    • Aliases: Linked to Tasks, Updates, Billing, Contacts, and Expenses.
  • os_tasks: Granular task management within a project.
    • Key Field: is_visible_to_client (Boolean) - Critical for controlling what the client sees on their dashboard.
    • Fields: Name, Description, Due Date, Responsibility, Date Completed.
  • os_project_updates: Direct communication log for project milestones.
    • Messages here are usually synced to client notifications.
  • os_deals: Pre-project pipeline tracking (Value, Close Date, Stage).

🖥 Client Dashboards

To ensure transparency and high-touch service, we provide clients with a real-time view of their projects via the Nuxt-based dashboard.

Dashboard Permissions

  • Visibility Control: Only tasks marked as is_visible_to_client = true are displayed. Internal development tasks (e.g., individual render passes) are kept hidden to avoid clutter.
  • Updates: Every project update message allows the client to see progress without manual email reporting.

🔄 Management Workflow

  1. Project Initiation: Create entry in os_projects.
  2. Task Breakdown: Populate os_tasks with a mix of internal (hidden) and client-facing (visible) tasks.
  3. Active Monitoring: Use the updates alias to log daily progress.
  4. Client Review: Clients log in to their dashboard to view visible tasks and updates.
  5. Completion: Mark tasks/projects as "Completed" to trigger final billing/receipting.

📈 Optimization

  • Standardization: Every project must follow the os_ collection structure to ensure data moves seamlessly into the client dashboard.
  • Automation: Use AI Agents (Antigravity/n8n) to auto-generate project updates based on task completion logs.
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