HOW TO TRAININGS
01. Overview
This video is a brief introduction to your dashboard and what to use it for.
02. Internal Tasks Tracking
In this video we will cover your internal task board. This is located on the Home page.
03. Submitting Internal Tasks
Internal tasks are things you will submit for your business. Not clients. In this video we will cover how to submit those tasks and the different kind of tasks you can submit.
04. Client Tasks Dashboard
The client task dashboard will show you the client ID, a link to their task, and their account status.
05. Submitting Client Intake Forms
In this video we will cover how to submit client intake forms for services they were sold.
01. Overview
This video is a brief introduction to your dashboard and what to use it for.
02. Internal Tasks Tracking
In this video we will cover your internal task board. This is located on the Home page.
03. Submitting Internal Tasks
Internal tasks are things you will submit for your business. Not clients. In this video we will cover how to submit those tasks and the different kind of tasks you can submit.
04. Client Tasks Dashboard
The client task dashboard will show you the client ID, a link to their task, and their account status.
05. Submitting Client Intake Forms
In this video we will cover how to submit client intake forms for services they were sold.