Time and Bucket Management
Here are some helpful tips for time and bucket management gathered from the team. These are listed out in the most logical order, and there are some extra tool tips below. As always, reach out with any questions! Task Order Please note: These items are here to help you in your day to day. They…
Read MoreNew Build Tech Clarifications – Workflow
Under no circumstances should Builders email or communicate directly with customers.Please rely on our Website Specialists to communicate with our customers. From the dashboard, find the “New Build – Vendor Tech Clarification Needed” queue and click on a ticket number in the “Key” column. Scroll down to the subtasks. You should see a vendor subtask…
Read MoreCare Needs QA – Workflow
Care – Needs QA/W + M Needs QA Under no circumstances should Builders email or communicate directly with customers.Please rely on our Website Specialists to communicate with our customers. Middle click (Open in a new tab) the link under Summary Click on the dropdown in the top right that says “Ready for QA” and choose…
Read MoreRevisions – Workflow
New Build – Revisions Awaiting Builder Under no circumstances should Builders email or communicate directly with customers.Please rely on our Website Specialists to communicate with our customers. Middle click (Open in a new tab) the second link in the summary tab ending in “- Build Revisions” and the number of revisions In the top right…
Read MoreNew Build – Workflow
Under no circumstances should Builders email or communicate directly with customers.Please rely on our Website Specialists to communicate with our customers. Panel Template Please adjust the title and notes accordingly.
Read MoreCare/Post Publish/Legacy – Workflow
Under no circumstances should Builders email or communicate directly with customers.Please rely on our Website Specialists to communicate with our customers. Note: Care Clarification Needed If you need a rep to reach out to the customer in order to finish the ticket or to inform the customer of anything, such as platform limitations or needing…
Read More