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