hackforla
Product: Section 2 | Coordinator: Dashboard Status Filters for Work Prioritization
🧩 Overview
Document all potential question types and required functionalities for the Coordinator Dashboard Status Filters to improve work prioritization workflows. We need to identify and define all possible filters and edge cases to streamline the triage process for Coordinators and reduce inefficiencies in managing guest and host applications.
Example: Enable filtering by “Assigned to Me,” “Pending,” and “Matchmaking” to avoid manual searching and duplicate follow-ups.
🧠 Problem Statement
Coordinators manage multiple onboarding and matching workflows but lack effective dashboard tools for filtering by key factors such as stage, or status. This results in duplicate follow-ups, delayed triage, and an inefficient experience across workflows.
🙋♀️ User Story
As a Coordinator, I want to filter applications by assignment, stage, and status, So that I can prioritize urgent cases efficiently and minimize manual effort.
🎯 Acceptance Criteria (Definition of Done)
- [ ] Coordinators can apply and remove multiple filters simultaneously.
- [ ] Filtered states persist through pagination and until logout.
- [ ] Dropdown menu reflects all valid status/stage combinations.
- [ ] Filtering updates dashboard in real time without refresh.
- [ ] All edge cases (e.g., “Unassigned” + “Matchmaking”) documented and handled in backend logic.
🔍 Context / Background
Any relevant links, decisions, research, or history.
- Research Summary: [link]
- Previous Discovery Work: [link to doc]
- Related Epics or Projects: [link]
🖼️ Design Notes (Preliminary)
- [ ] Ready for Design Use multi-select dropdown components from existing design system. Styling and interaction should align with Guest Intake and Host dashboards. Consider visual indicators for active filters (e.g., chips/tags)
📌 Scope Considerations (In/Out Scope)
- Feature List Add/Update Feature List
- [ ] Added to Feature List and completed information accordingly
In Scope:
- Initial release of host profile questions and storage.
Out of Scope (future or separate stories):
- Matching algorithm
- Admin dashboard for reviewing profiles
🛑 Constraints / Risks / Workflow Dependency
Filters must work seamlessly with paginated datasets. Backend support is needed to enable compound queries. Filtering behavior should comply with privacy rules (e.g., avoid showing personally identifiable data for unassigned users). Risk of inconsistent data labeling in legacy entries—needs review.
@gabcdominic please select the "project" located on the right upper corner.
Previous version/template of the user story (The new template added on June 12, 2025)
Overview
Coordinators handle multiple of applications at once, but there is no way to filter applications by key factors such as assignment, status, or stage. This leads to manual searching, inefficiencies, and increased risk of duplicate follow-ups. The dashboard currently does not allow multiple filters to be applied at the same time.
User Story
As a Coordinator, I want to filter applications by assignment, status, and stage, so that I can focus on the most urgent and relevant cases without manual searching.
High Level Approach
- Add a Filter button that allows users to filter by: Assignment: "Assigned to Me," "Unassigned" Status: "Pending," "In Progress," "Completed" Stage: "Onboarding," "Matchmaking," "Account Creation"
- Allow multiple filters to be applied at the same time.
- Ensure real-time filtering without requiring a page refresh.
Acceptance Criteria
- [ ] Coordinators can click "Filter" to open a dropdown of filter options.
- [ ] Selecting a filter updates the dashboard view dynamically.
- [ ] Coordinators can apply multiple filters simultaneously.
- [ ] Filters remain applied until manually cleared or the user logs out.
If Approved
The following sub-issues (handoff issues) will be created to be shared with design and engineering:
- Implement filters for "Assigned to Me," "Unassigned," "Pending," "In Progress," etc. 2pt (7-12 hours)
- Enable multiple filters to be applied simultaneously 2pt (7-12 hours)
- Ensure real-time filter updates without page refresh 1pt (4-6 hours)
Total 5 pts, 18-30 work hours expected
Resources/Instructions
Considerations Ensure that filters work across pagination. Filters should persist until manually cleared. Consider a default filter such as "Assigned to Me" for better focus.
Design Wireframes for filter dropdown and multi-select options. UX testing to ensure discoverability and ease of use.
Engineering Backend logic to support dynamic filtering. Frontend implementation for real-time updates.
