# Epic OP-12533 - Create meetings, team planner and boards outside of a project from their global index pages

Project: OpenProject
Status: closed
URL: https://community.openproject.org/work_packages/OP-12533

## Detailed specification

### Motivation and background information

### Acceptance criteria

### Out of scope

| Attribute | Value |
| --- | --- |
| Mockups |  |

## Planning

| Attribute | Value |
| --- | --- |
| Roadmap |  |
| Date |  |
| Votes |  |
| List |  |
| Target versions | 13.0.0 |
| Sprint | 13.0.0 |
| Backlog bucket |  |
| Relevance |  |

## Subitems

| ID | Type | Subject | Status | Assignee | Target versions | Project | Priority | Spent time |
| --- | --- | --- | --- | --- | --- | --- | --- | --- |
| OP-12469 | Implementation | Create boards outside of a project | closed |  | 13.0.0 | OpenProject | Medium |  |
| OP-12510 | Implementation | Create meetings outside of a project | closed |  | 13.0.0 | OpenProject | Medium |  |
| OP-12534 | Implementation | Create team planners outside of a project | closed |  | 13.0.0 | OpenProject | Medium |  |
| OP-12952 | Implementation | Adapt project-based boards to use Rails views | closed |  | 13.0.0 | OpenProject | Medium |  |
| OP-12963 | Implementation | Create calendars outside of a project | closed |  | 13.0.0 | OpenProject | Medium |  |

## Bugs and other work packages

_No work packages_

## Details

| Attribute | Value |
| --- | --- |
| Module |  |
| Enterprise plan |  |
| Labels |  |

## People

| Attribute | Value |
| --- | --- |
| Assignee |  |
| Accountable |  |
| Product manager |  |
| Designer | Marc Alcobé |
| Developers |  |
| Requested by |  |
| Interest by |  |

## Estimates and progress

| Attribute | Value |
| --- | --- |
| Work |  |

## Description

**As** a user  
**I want to** be able to create meetings, team planner and boards from outside a project context  
**so that** I can create modules from global pages

## **Acceptance criteria**

  - Add a create button on top of the global index pages for **Meetings, Boards** and **Team planners**. Each of this buttons will trigger an independent process to create new:
      - **Meetings:**
          - In a rails full screen as the current implementation with the following fields:
              - Title \*
              - Project \*
              - Location
              - Start date \*
              - Duration \*
              - Participants
      - **Boards:**
          - In a rails view with the following fields:
              - Project \*
              - Board type \*
          - A new input field with project selection and a guideline text is added to the boards modal. This field will only be visible when the user is creating the board from outside any project.
          - The behaviour of the input field and radio button cards style will copy the current implementation of the "Invite user" modal once implemented (this implementation will be redesigned in a separate work package [<mention class="mention" data-id="48012" data-type="work_package" data-text="#48012">#48012</mention>](https://community.openproject.org/work_packages/48012)). The project dropdown will work like the include projects to display also if the user doesn't have permissions to create a board in a specific project.
          - In the action bar of the modal a button to "Create" the desired board will be added. This will be the selection mode even if there is no project field (inside of a project). In case the user tries to click on the "Create" button without selecting the options on top the empty field (or both) will have an error message.
      - **Team planners:**
          - In a rails full screen page with following fields:
              - Title \*
              - Project \* (with a guideline text)
              - Public
              - Favoured
      - **Calendars:**
          - In a rails full screen page with following fields:
              - Title \*
              - Project \* (with a guideline text)
              - Public
              - Favoured
  - Add a create button on top of the index pages for **Meetings** inside of projects.
  - The creation forms and modal will be the same in the context of creating **Meetings, Boards** and **Team planners** from inside of a specific project but hiding the project selection field.

## Out of scope

  - Change of the user interface to manage participants in the **Meetings** creation.
  - The button in the sidebar to create **Boards**, **Meetings** or **Team planners** will be implemented in [<mention class="mention" data-id="48142" data-type="work_package" data-text="##48142">##48142</mention>](https://community.openproject.org/work_packages/47989).

## **Notes**

  - The designs might contain fields such as the form for meetings creation that have some differences from the implementation. Please use the current input styles, sizes and implementation.

## Implementation

  - Create meetings: <mention class="mention" data-id="48114" data-type="work_package" data-text="##48114">##48114</mention>
  - Create team planners: <mention class="mention" data-id="48161" data-type="work_package" data-text="##48161">##48161</mention>
  - Create boards: <mention class="mention" data-id="47989" data-type="work_package" data-text="##47989">##47989</mention>
  - Create calendars: <mention class="mention" data-id="49236" data-type="work_package" data-text="#49236">\#49236</mention>

## Visuals in Figma

  - **Global indexes:** <https://www.figma.com/file/v0V2OoFGVq1NQycQbm0FcC/Home-page-and-global-indexes?node-id=1%3A4&amp;t=pODkm620Rz4sDC34-1>
  - **Meetings:** <https://www.figma.com/file/QlIXG2gWswucNsu6KAJCrI/Meetings?node-id=9-4470&t=6N6eY3KVYkrCSmKp-4>
  - **Boards:** <https://www.figma.com/file/v0V2OoFGVq1NQycQbm0FcC/Home-page-and-global-indexes?type=design&amp;node-id=420-19997&amp;mode=design&amp;t=RZKRV7KZ3H5VHexk-4>
  - **Team planners:** <https://www.figma.com/file/409d6qR685SzZLXez4TPl7/Team-Planner?type=design&node-id=3228-88847&t=I8Bsc8jVs2exc5pG-4>
  - **Calendar:** <https://www.figma.com/file/v0V2OoFGVq1NQycQbm0FcC/Home-page-and-global-indexes?type=design&node-id=168-21761&mode=design&t=RZKRV7KZ3H5VHexk-4>
