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Login: meagan@counselingwise.com
Password: counselingwise2014
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Meagan Vitek
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Meagan Vitek
Mailpoet Training Doc to Send to Clients
Here is a great document we created for Mailpoet Training/How To:
Getting to Know MailPoet – The-Autoresponder -
Meagan Vitek
WordPress 101 Tutorials – WordPress Training Videos
http://www.wp101.com/wp-login.php
username: page1pros
password: page1pros-
Juan Villegas
we need a like button here 😀
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Meagan Vitek
Vcita Training
Here is training on how to implement vCita for clients:
- You’ll need to know what functionality the client wants (see vcita.com and look at the options). Usually, it’s the scheduling one.
- They need to get their own account and also give you their gmail signin so that vcita can be configured to access their google calendar (assuming they have a google calendar). The system may also access other types of calendars — you’ll need to look at this.
- Here is a video demo: http://www.youtube.com/watch?v=n8QqLAm8rKQ
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Meagan Vitek
How to add a new team member to LGED, notify them, & add them to specific projects
There are 3 steps to this process:
1. Add them to tool
2. Send them an email notifying them — and informing them of how to use the tool and to record their time
3. Add them to any projects they should be onSTEP 1
Here’s a video on how to add a new team member to the tool: http://screencast.com/t/C9ckSAFqGXTSTEP 2
Then, you must send them an email notifying them they’ve been added. Best if you tell them how to record time, etc. Here’s an email you can send: (text included for copy and paste/edit, below:Email Text:
Hi _______,I’ve now added you to our project management tool. Here are your login details:
Tool: http://letsgeterdone.org/
Username: (put their email here)
Password: (put their password here)Once we begin adding tasks for you, you will receive emails notifying you that something has been assigned.
For each task you work:
- Please record your time. We would like your time recording here to match what you bill via Odesk. Here is a video that will show you how to do this. http://screencast.com/t/DowV5Igw0Ef3
- Please add comments to the task if you need to ask questions or explain things. This way, the discussion regarding the task is all in one place and convenient for you and the project coordinator.
- When you’re done, please mark the task COMPLETE. The project coordinator will be notified of completion and can check your work.
Welcome to the team, and please let me know if you have any questions.
(Your name goes here)
STEP 3
Then you must add them to appropriate projects. Video: http://screencast.com/t/UnY5RqWf -
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
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
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Meagan Vitek
PC’s – How to Add New Projects to LGED for STWP
Hey all you amazing Project Coordinators. Here is how to add new projects to LGED (with the new template): http://screencast.com/t/Amkf0UHQC
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Becky
Woot! Woot! And look what I got in my inbox!
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Juan Villegas
lol!
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Meagan Vitek
Adding Time & Expenses to LGED
Here is a jing video on how to add time to LGED: http://screencast.com/t/DowV5Igw0Ef3
Juan Villegas is discussing. 
Meagan Vitek and 
Becky DeGrossa are discussing. 
Becky are discussing. 
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