Improvements

Client agenda management on sunsama
As a virtual assistant or personal organizer with delegated authority , I need to manage multiple clients' schedules and tasks through Sunsama as their authorized representative , so that I can deliver professional organization services while maintaining separate client workspaces . ## Business Justification Personal organizers and virtual assistants require delegated authority to manage clients' time and priorities. Sunsama's daily planning and task management functionality is ideal for this proxy management use case but needs adaptation to allow authorized representatives to manage multiple client profiles with full delegation rights . ## Objectives Enable proxy management of up to 8 client agendas with delegated authority Provide independent daily planning on behalf of each client Maintain privacy separation between clients while operating as authorized agent Leverage Sunsama's time blocking and rituals through proxy access rights ## Success Criteria Manage multiple clients simultaneously with clear delegated authority Independent workspace per client with appropriate proxy access levels Smooth client switching while maintaining role-based permissions Calendar synchronization through authorized delegation Productivity metrics per client with audit trail of proxy actions ## Target Users Primary : Virtual assistants and personal organizers Secondary : Productivity coaches Tertiary : Family organizers ## Core Functionality ### Client Management Client Selector with Delegated Access : Dashboard to choose active client on their behalf Permission Management : Clear delegation boundaries per client relationship Audit Trail : Complete record of actions taken as authorized representative ### Per-Client Features Daily Planner : Independent planning for each client with full proxy authority Calendar Integration : Separate calendar sync with delegated management rights Task Management : Client-specific task boards acting as authorized representative Time Blocking : Scheduling tools with proxy authority Custom Rituals : Personalized routines managed on behalf of client ### Organization Tools Templates per Client : Personalized daily routine templates Progress Tracking : Productivity metrics per individual client Context Notes : Client-specific preferences and requirements ## User Flow Client Selection : Choose client from dashboard with confirmed proxy authority Context Loading : Access client workspace with authorized permissions Daily Planning : Organize client's day as designated agent Calendar Management : Schedule with full delegation authority Task Organization : Manage tasks under delegated authority Progress Review : Monitor goals as authorized representative Client Switching : Change clients maintaining appropriate delegation levels ## Technical Requirements Multiple profile system within single account Client-separated data architecture Multiple calendar synchronization (Google, Outlook) Enhanced UI with client selector Permission management system ## Success Metrics Clients managed per assistant (target: 8) Client satisfaction with organization services Goal achievement rates per client Assistant efficiency in client switching Platform retention of virtual assistants ## Estimation Effort : 4-5 sprints (8-10 weeks) Complexity : Medium-High Risk : Medium ## Key Benefits Enables professional delegation services Maintains client privacy and separation Leverages existing Sunsama functionality Supports growing virtual assistant market
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