Create Project and Task Templates to Prepare for Optimism Fractal

Intro

This task aims to create project and task templates in preparation for Optimism Fractal. The templates will be used to streamline the process of organizing and promoting events related to Optimism Fractal, with the goal of starting with a focused scope and expanding to other aspects as needed. It starts by laying out the strategy and rationale for how the templates should be designed.

Table of Contents

Intro
Initial Focus: Optimism Fractal
Task Template Configuration
Configuring Sub-Projects
Top-Level Project and Subprojects
Considerations for Sub-Projects Implementation
Merging Projects vs Sub-Projects
Database Filtered Views as an Alternative
Benefits of Configuring Sub-Projects
Plan to Create Template with a Sub-Project
Steps for Building Template and Adding Sub-Project
Initial Step: Start with One Sub-Project
Final Task: Organize and Review Other Tasks
Original Notes

Initial Focus: Optimism Fractal

I think that it probably makes the most sense to just start with Optimism Fractal right now, then set up Eden Fractal templates later. This will be more efficient to start with a tighter scope then do EF after we refine it for OF.

Task Template Configuration

Show Rosmari how the automatically named task templates are configured in ‘Promote Optimism Town Hall’ template

Configuring Sub-Projects

At some point I think that we should try creating sub-projects in the template for different aspects of the preparation.

Top-Level Project and Subprojects

The top level project can be “Prepare for OF _”

then there can be subprojects like:

“Promote OF _ Event”
“Promote OTH _ Event”
“Promote OF _ Video”
“Promote OTH _ Video”
…

Considerations for Sub-Projects Implementation

All these subprojects aren’t needed right now and it could make it confusing if we try to do too much at once right now, but there are some advantages to setting it up like this.

Merging Projects vs Sub-Projects

Previously we discussed just merging the projects for promotions and other kinds of preparation into a project to prepare for each event, which i think is generally a good idea but also might make the project unwieldy if it is very big and might distract from each person focusing on their specific tasks.

Database Filtered Views as an Alternative

Alternatively we could use database filtered views where each person only sees tasks assigned to them, but this would also add some complexity (perhaps more than sub-projects) and wouldn’t come with the benefits of improving automated task titles.

Benefits of Configuring Sub-Projects

By configuring sub-project(s), this could make the titles look better and more intuitive for each promotion.

Plan to Create Template with a Sub-Project

I think it’s best to start by testing out the creation of one sub-project in the following configuration.

Steps for Building Template and Adding Sub-Project

Build template for “Prepare for OF __”, which will serve as the main project for all kinds of preparations for each event

Add all preparatory tasks to the button in this template AND an action in the button to create a new project in OF Projects called “Promote OF __ Event” with a template for Promoting OF Events

Add a button to the Promote OF Event template that adds all the tasks for promoting events. This can be copied and pasted from Optimystics workspace.

Initial Step: Start with One Sub-Project

Start with just one sub-project to test it out and see how it works.

Final Task: Organize and Review Other Tasks

Organize then review other tasks in Create template to prepare for each Optimism Fractal and Town Hall events

Original Notes

The following notes were written first then I added headers with the help of AI

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