mytool2002
33 lines
779 B
Markdown
33 lines
779 B
Markdown
---
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artifact_type: page
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slug: owner-team-operations
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round: 3
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status: draft
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project: maxcpa
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title: 团队推进页
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---
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# 团队推进页
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## Route Information
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- Route: `/owner/team`
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## Accessible Persona
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- Firm Owner
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## Story Steps Covered
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- `事务所老板 / Activity 3 / Step 1`: 查看每位会计师当前的推进情况
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- `事务所老板 / Activity 3 / Step 2`: 调整会计师的客户与案件分配
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- `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
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## Page Responsibility
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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。
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## Related Features
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- 会计师负载与分配管理
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