About this template
Work type: Admin
Location: United States
Client industry: Generic
Version: 4 (Latest)
This template includes
- 21 tasks
- 1 client tasks
ADMN - Getting Started In FC
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| Team Tasks | ||
|---|---|---|
| Join the Financial Cents Facebook Community | ||
| View the Financial Cents overview video | ||
| Add a home screen button to your mobile device to one push open FC with an app-like feel | ||
| Set up settings | ||
| Enable 2FA | ||
| Toggle your email notifications off | ||
| Set up QBO integration if you are going to use it for payroll and invoicing | ||
| Add users | ||
| Assign user permissions | ||
| Invite team | ||
| Add billing rates | ||
| Create a few test clients | ||
| Create a test client - start the name with "test" and then some other identifier | ||
| Add contacts - including yourself so you can test the client experience | ||
| Create custom fields to see what are going to be meaningful to you | ||
| Practice entering notes to see what would be useful for you and your team | ||
| Upload a few files to get a feel for how that works | ||
| Add a few relationships to see how they flow | ||
| Create 2 or 3 more test clients - start the names all with "test" and then some other identifier | ||
| Set up client groups so you can get an idea of how to view them | ||
| Assign yourself as a user | ||
| Add FC templates to your test clients | ||
| Add templates to clients | ||
| View projects in the workflow dashboard | ||
| Toggle from project view to task view and back - drop down arrow | ||
| Toggle to list view and board view | ||
| Switch to calendar view - left hand navigation bar | ||
| Open tasks and manage add time budgets | ||
| Open tasks and manage tags | ||
| Open tasks and add billing rate | ||
| Open tasks and manage assignees | ||
| Open subtasks and set due dates | ||
| Open subtasks and "move" | ||
| Open subtasks and set budgeted time | ||
| Work through the tasks in list and board views | ||
| Open subtasks and edit dependency, add comments, notify users, add attachments, | ||
| Close out of projects so you are back at the dashboard | ||
| Test drive client tasks | ||
| Add client tasks to your project templates | ||
| Manage notifications | ||
| Add a message in the chat | ||
| Make sure you are checked as a contact | ||
| Send notification | ||
| Open notification in your email | ||
| Create workflow dashboard views | ||
| Customize what you want to see on your dashboard - gear icon to the right of choose view | ||
| Toggle "Filters" | ||
| Create a filter view that is efficient for you to track work - yours and your team | ||
| Create a new view - a green "create View" green button will appear when you apply new filters | ||
| Test drive time tracking | ||
| Test drive "manual entries" - billable and non-billable | ||
| Review reports and adjust how you are budgeting projects and tasks to gather the information you need | ||
| Delete QBO entries! | ||
| Test drive "start tracking" entries - billable and non-billable | ||
| Practice forwarding emails into FC | ||
| Forward a few emails with attachments and cleaned up body copy to FC | ||
| In the workflow dashboard practice adding clients, tags and tasks to the projects | ||
| Delete these test projects | ||
| Integrate your email | ||
| Delete all test projects and all but one test client! | ||
| Create your project templates | ||
| Add tasks | ||
| Add sub tasks | ||
| Add user video links and descriptions | ||
| Create dependencies - make sure all tasks are set and then create dependancies | ||
| Create and add tag and email automations | ||
| Add project templates to your clients | ||
| Add templates to clients | ||
| Open tasks and manage add time budgets | ||
| Open tasks and manage tags | ||
| Add reminder | ||
| Add Reviewer | ||
| Open tasks and add billing rate | ||
| Open tasks and manage assignees | ||
| Open subtasks and set due dates | ||
| Add billing rate if using QBO Products and Services integration | ||
| Open subtasks and set budgeted time | ||
| Open subtasks and edit dependency, add comments, notify users, add attachments, | ||
| Create client tasks and messages and/or manage notifications | ||
| Add assignees if necessary | ||
| Add dates | ||
| Add your clients | ||
| Complete custom fields | ||
| Enter notes | ||
| Upload files | ||
| Add relationships | ||
| Set up client groups | ||
| Assign users | ||
| Test drive live, client projects until you are confident they are working the way you want | ||
| Add a "client" for your internal communications, SOP, resources and notes | ||
| Set recurring schedules to perfected, test driven templates | ||
| Download your dashboard workflow, individual projects and client lists | ||
| Download projects | ||
| Download client lists | ||
| Download workflow dashboard | ||
| Bask in the glow of the well oiled machine your business is now! | ||
| Client Tasks Client Tasks | ||
|---|---|---|
| Send this to yourself | ||