PMO Assist · Docs
V2.5.2

User stories · Persona 5 of 5

Team Member

A resource: an engineer, designer, tester or consultant working on one or more projects. Needs to know what to work on, update it quickly, log time once and book leave, without admin getting in the way.

Goals

  • Know what is expected today
  • Update work without friction
  • Log time once, for every project
  • Book leave and have the team know

Pain today

  • Different tools per project
  • Timesheets rejected after the fact
  • Repeating status in meetings
  • Leave not visible to the project

Lives in

  • Dashboard and Board
  • Work items
  • Timesheets
  • Leave and My profile

A day in PMO Assist

Start

The dashboard shows my most urgent work and anything blocked on me.

Work

Pick up items on the board, update them, mention colleagues in comments.

Standup

My row in the standup already shows what moved; no long status speech.

Close

Log the day in my weekly timesheet across every project.

How to read these stories

Each story says who wants something, what they want and why. The acceptance criteria describe how PMO Assist 2.5.2 behaves, so they double as an onboarding checklist and a demo script.

ThemeStories
Get startedTM-01 · TM-02
Do the workTM-03 · TM-04 · TM-05 · TM-06
Log timeTM-07 · TM-08
Leave and profileTM-09 · TM-10

Get started

TM-01

Sign in the first time and see only what I need

Asa team member, I wantto set my password from the invitation and land on a page made for me, so thatI can start without training.

Acceptance criteria
  1. The invitation email's link lets me choose a password; it works once, for 72 hours.
  2. I sign in with my work email and that password; Forgot password? sends a reset link.
  3. The sidebar shows only what I can open; my dashboard starts with a developer's panels.

Guide: Signing in and finding your way

TM-02

Find any page or work item instantly

Asa team member, I wantone search for pages, projects and work items, so thatI never hunt through menus.

Acceptance criteria
  1. Ctrl K (⌘ K on a Mac) or / opens the command palette outside a text field.
  2. A work item can be found by its number; G then a letter jumps to a page.

Guide: Search and shortcuts

Do the work

TM-03

Update my work items quickly

Asa team member, I wantto change status, estimates and details in one place, so thatthe board and reports stay current without extra effort.

Acceptance criteria
  1. Dragging a card on the board changes its status; only moves the workflow allows are accepted.
  2. Clicking a work item opens it in a dialog with every field my role may change.
  3. Remaining hours stay editable; completed hours follow my time logs.

Guide: Work items

TM-04

Get help writing and sizing work

Asa team member, I wantAI to draft descriptions and suggest story points I can accept or ignore, so thatitems are well described and consistently sized.

Acceptance criteria
  1. Draft a description appears above an empty description; Rewrite above one with text.
  2. Suggest points names the items it compared against, or says there is too little history.
  3. Nothing is written to a field until I apply it.

Feature: AI assistance

TM-05

Talk about the work where the work is

Asa team member, I wantto comment, mention people and reference other items, so thatdecisions stay with the work instead of in chat.

Acceptance criteria
  1. Comments are rich text, with reactions.
  2. @ mentions a person; #101188 links another work item.
  3. Attachments preview in place; watchers are notified of changes.

Guide: Work items

TM-06

Know what needs me

Asa team member, I wantnotifications and a dashboard that lead with my work, so thatnothing slips.

Acceptance criteria
  1. The bell shows my latest notifications; the full feed filters by read state and area.
  2. Your work shows my five most urgent items; Blockers can keep to items where I am one end.

Guide: Your dashboard

Log time

TM-07

Log my week across every project in one grid

Asa team member, I wantone weekly timesheet for all my projects, so thatI log time once.

Acceptance criteria
  1. Timesheets shows Monday to Sunday, one row per work item, with day and week totals.
  2. Add an item finds items assigned to me or any item in my projects, by title or number.
  3. Each entry is a start and end time or a number of minutes, with a note and a billable switch.

Guide: Timesheets

TM-08

Know my time is right before I save it

Asa team member, I wantthe rules shown as I type, so thatmy time is never rejected later.

Acceptance criteria
  1. A day above 8 hours is a warning but can be saved; above 12 across projects is blocked.
  2. Overlaps, future dates and ranges past midnight are refused before saving.
  3. Months before last are read only, with the reason shown.

Guide: The rules

Leave and profile

TM-09

Request leave without counting days

Asa team member, I wantto request leave by dates, so thatrequests are right first time and my team knows I'm away.

Acceptance criteria
  1. I pick From and To, a full or half day, and a reason; working days are worked out for me.
  2. My line manager approves; I can cancel a pending request.
  3. Everyone on my projects sees when I'm away, and my capacity drops automatically.

Guide: Leave and calendar

TM-10

Keep my profile and skills current

Asa team member, I wantto update my own profile and claim skills at a stated level, so thatI'm found for the work I'm good at.

Acceptance criteria
  1. My profile lets me change my photo, name and phone; manager and department are read only.
  2. I claim skills as working, strong or expert; Suggest from finished work proposes some with the items behind them.

Guide: My profile

PreviousProject manager