artifact: add FPA analysis outputs through round 6
This commit is contained in:
@@ -0,0 +1,32 @@
|
||||
---
|
||||
artifact_type: page
|
||||
slug: owner-team-operations
|
||||
round: 3
|
||||
status: draft
|
||||
project: maxcpa
|
||||
title: 团队推进页
|
||||
---
|
||||
|
||||
# 团队推进页
|
||||
|
||||
## Route Information
|
||||
|
||||
- Route: `/owner/team`
|
||||
|
||||
## Accessible Persona
|
||||
|
||||
- Firm Owner
|
||||
|
||||
## Story Steps Covered
|
||||
|
||||
- `事务所老板 / Activity 3 / Step 1`: 查看每位会计师当前的推进情况
|
||||
- `事务所老板 / Activity 3 / Step 2`: 调整会计师的客户与案件分配
|
||||
- `事务所老板 / Activity 3 / Step 3`: 确认哪些事项需要老板或会计师额外跟进
|
||||
|
||||
## Page Responsibility
|
||||
|
||||
帮助老板从团队维度查看会计师工作负载、推进节奏和卡点分布,并完成客户、案件与跟进责任的分配调整,用于调度资源和发现执行瓶颈。
|
||||
|
||||
## Related Features
|
||||
|
||||
- 会计师负载与分配管理
|
||||
Reference in New Issue
Block a user