Resource Management

Objective

To improve the management and portability of resources in Mautic

Due date

May 16, 2021 

Key outcomes

  • Allow users to archive old resources across Mautic

  • Enable users to export and import campaigns

Status

RESEARCH & PLANNING

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Problem Statement

Currently there is no easy way to archive old resources that are no longer in use within Mautic. This results in busier instances becoming quite cluttered, and making it difficult to navigate between active and inactive resources.

It is also not possible to export resources such as campaigns to be imported elsewhere - maybe to make a backup, to move between instances, or to share as an example of best practice.

Scope

Must have:

  • Implement a way to organise resources which are no longer in use (archive state)

    • State of ‘archived’

    • Filter to allow you to view active or archived resources

  • Implement a way to export campaigns including all related items in the campaign (e.g. emails, focus items, messages etc)

Nice to have:

  • Implement a hierarchical way of organising resources (e.g. some kind of folder structure) - please see https://mautic.atlassian.net/wiki/spaces/RMI/ for details on this project

    • Could leverage the existing categories

    • Should be possible to nest (maybe to a maximum depth)

Not in scope:

Initiative Coordinator/s

Contributors

Stakeholder/s

Initiative Coordinator/s

Contributors

Stakeholder/s

Position vacant

 

Product Team (@Ruth Cheesley @Dennis Ameling @Norman Pracht (Unlicensed))

 

Timeline

Milestones and deadlines

Milestone

Owner

Deadline

Status

Milestone

Owner

Deadline

Status

 

 

NOT STARTED

 

 

 

 

 

 

 

 

Reference materials