<aside> 💡 Learn the great power of the Project Management System.
</aside>
The goal of the Project Management System base is to keep track of our projects, customers, and the tasks associated with each project/customer.
https://www.loom.com/share/137a1600ca514c4d9cb93141a014eb2a
Timestamps are below. Open up the video in Loom for hyperlinked timestamps.
00:00 Introduction 01:10 Clients Overview 01:45 Why the Kickoff Call Date Shouldn’t Be Empty 02:12 Importance of Internal and External Channel Name 05:00 How to Access the Reporting Management and Templated Project Plan Overview Videos 05:40 Onboarding Form Overview 06:32 How a New Profile Is Created When an Onboarding Form Is Submitted 08:05 Offboarding Form Overview 09:05 Autopsy Entries Overview 09:52 Synced TaskMaster Table Overview 10:35 Synced Team Table Overview 11:35 Synced Trainings and SOPs Table Overview 12:20 Interfaces
How to Set Up Reporting Management
Building Your Templated Project Plan
Did we miss something? Not to worry! Just email our support team at [email protected] ✌️