WELCOME TO YOUR ASSISTANT DASHBOARD
Watch this short overview of how this dashboard will make it easier for everyone!
Here Are Your Next Steps
ASSIGNING A NEW TASK
Click on "Submit Tasks" in the sidebar.
Choose the type of task you want to submit.
Fill out the form with in-depth details about your project.
The more information you give us, the easier it will before us to complete the task for you.
VIEWING YOUR TASK PROGRESS
Click on "Task Journey" in the sidebar.
See the status of your active task.
You can see all tasks assigned to us there as well.
Note: We use ClickUp as our project management software. You will see LIVE updates as we move through the different stages of the task.
GIVE US ACCESS TO YOUR ACCOUNTS
Add your passwords for accounts we will need access to using the "Passwords" tab. Your passwords are secured with 256-bit AES encryption, and only the account manager will have access. Passwords we might need access to:
Funnel building platform accounts such as Systeme.io, ClickFunnels, etc.
Domain hosting account to connect the new domain to your accounts.
Any other account needed to integrate with the funnel.
UPLOAD ALL FILES FOR YOUR TASKS
You will upload any files in a shared Google Drive folder using the "Your Files" tab. Files you can consider uploading are:
Brand images such as logos and other branding material.
Personal brand images such as professional portrait images to use on pages.
PDF Files that will be used for the project.
And any other files you feel will be necessary.
Notes To Remember
Use the "Conversations" tab to communicate about a specific project or ask general questions. When you submit a question there, we will get notified by email, and we will be able to reply with email as well. You will also be able to reply to the email notifications so that you don't have to log in to reply. However, the email thread will also be available in the "Conversions" tab.
If you're having issues with the dashboard, please send an email to bolivar@funnelvibe.com
