How to Send a Theme to the Developer
1. Once you purchase a theme, download it.
2. Then, you can either upload the file to LGED for the developer, or send an email with the download link to the developer to install.
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Meagan Vitek
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Meagan Vitek
How to Purchase a Theme
1. If it’s in Elegant themes, login with our userid (Username: page1pros
Password: iengoy6o) and download it. We pay a quarterly fee to belong to this. **CHARGE the client the retail amount by entering the price in LGED as an EXPENSE.**2. If not Elegant themes, then buy it with the Page1pros paypal account or with the P!P credit card. **CHARGE the client the amount we paid by entering the price in LGED as an EXPENSE.**
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Meagan Vitek
How to Create a New Project in LGED
Video: http://screencast.com/t/w8Pc6yzv
1. Click Projects Tab >> Project
2. On far right, click ‘+New Project’
3. Enter the name Website.com – Client Name (if its a STWP client, add ‘STWP mmyy’)
4. Select the Category – ‘Current P1P’
5. Under ‘Client’ scroll down to ‘new’ and enter Client Name
6. Click ‘Create Project’ -
Meagan Vitek
How to enter time into LGED when you don’t have a task assigned to you
If there isn’t a specific task assigned to you, and you are just adding time to a project, this is how:
Video: http://screencast.com/t/U5QiUJsMU1
1. Select the project
2. Go to ‘Time and Expenses’
3. Click ‘Log Time’
4. Enter the amount of time
5. Select the type of work (i.e. writing, project coordination, etc)
6. Enter summary of work done
7. Make sure correct date is selected
8. Make sure your name is selected
9. Mark it as ‘Billable’
10. Click ‘Log Time’ -
Meagan Vitek
How to change permission for a team member in a project in LGED
If someone is having trouble recording their time one a project, then they probably do not have correct project permissions. This is how you change that:
Video: http://screencast.com/t/l0xRR8gGEr
1. Go to the project
2. In far right bottom corner, select ‘Manage People on this Project’
3. Edit her permissions by clicking the gear
4. Select ‘Custom Permissions’
5. Click the gear
6. Select ‘Access and Create’
7. Click ‘Save Changes’ -
Meagan Vitek
How to get Google Analytics UA code to give to developer so they can install Google Analytics
Video: http://screencast.com/t/C7660hSaVla
1. Sign into Google Analytics using client’s login info
2. The UA code should be listed next to the website on the dashboard -
Meagan Vitek
How to Add a Person to the STWP Members Area
When clients join the program, they need to be added to the member’s area so that they can see all videos.
Video: http://screencast.com/t/X4gO7BpQM0d
1. Login to Counselingwise.com/wp-admin
2. From the Dashboard, go to Wishlist Member
3. Select Members
4. Click ‘Add New Member’
5. Give them a username – First Name and Last Name (ex: Meagan Vitek)
6. Enter name and email address
7. Enter a password – do firstnamelastname (ex: meaganvitek)
8. Select Membership Level – ‘Smart Program’
9. Click add member
10. Email the person with the link (www.counselingwise.com/members-login), their username and their password -
Meagan Vitek
How to Enter Your Time Against a Task in LGED
Video: http://screencast.com/t/DowV5Igw0Ef3
1. Click on the task tab
2. Select the task you want to enter time on
3. Click on the Stop Watch
4. Enter the total time & a summary (if desired)
5. Select ‘billable’ unless its something that is not billable
6. Click ‘Add’ -
Meagan Vitek
How to add a person to a project in LGED
Video: http://screencast.com/t/w0hr9n93
1. Go to Project
2. Click ‘Manage Project People’ (in the bottom right hand corner of the main project page)
3. Click ‘Add People’
4. Start typing in their name & select person
5. Select Custom Permissions – and choose permission level
6. Click ‘Add People’
7. Now they are added to the project and you can assign tasks to them -
Meagan Vitek
Thursday Workshop 12/5/13
Ideas from each person on how to improve PC process:
1. Manage client expectations – trying to manage customer service with reality – defining the expectations
2. Better communication – getting it right the first time and understanding – greater visibility on developer process
3. Development standards
4. Time estimates for developer tasks
5. Basic WordPress training
6. Themes – more definition – process for communicating the theme appearance to clients
7. Need testing & qa process before going live
– Smooth go live process that is documented and adhered to
8. Clear client communication regarding hours and cost
– Initially
– Ongoing
9. Process for screening/testing out developers
10. Being more realistic with each task and time
11. Improve photo selection process
12. Remove burden from Becky to free her up for marketing
13. Better communication with client
14. Standard timeline and deadlines for projects – give ourselves and our clients a schedule to go by
– Time estimates for developer tasks
15. Better process for assigning developers to a project
16. Training hub
17. Definition and process for free report
18. Communication with other PCs
19. Training on Mailpoet and Elasticmail
20. Communication between writers and PCsThe Top 5 Issues are:
14. Standard timeline and deadlines for projects – give ourselves and our clients a schedule to go by
– Time estimates for developer tasks
3. Development standards
7. Need testing & qa process before going live
– Smooth go live process that is documented and adhered to
8. Clear client communication regarding hours and cost
– Initially
– Ongoing
16. Training hubBy the end of next week’s meeting (12/12), we need to complete #14:
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Standard timeline and deadlines for projects – give ourselves and our clients a schedule to go by
– Time estimates for developer tasks
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Becky DeGrossa
Sorry, must have been unclear. The top 5 issues are the first 5 that we will tackle. If we can get #1 completed by the end of next week’s meeting (12/12), that will be great.
Also — is 16 about putting all training in one place? I think so, but wanted to make sure!
Thanks!
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Meagan Vitek
Becky – so this week we are tackling #14 (which is the top issue for next week)
Yes, #16 is having all training in one place (the P2..Woot!)
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Standard timeline and deadlines for projects – give ourselves and our clients a schedule to go by
Meagan Vitek and 
Becky DeGrossa are discussing. 
Reply
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