First Steps

Welcome to Jetpack Workflow! 🎉

If you’ve just signed up for an account with us, you’re in the right place! Jetpack Workflow is the easiest way to standardize, automate and track your work so nothing falls through the cracks and tasks get done on time - every time!

This article will guide you through the steps to set up your account easily and quickly!

Your clients, projects, and communication around them are organized clearly in Jetpack Workflow. You can connect with everybody in your firm and collaborate on projects to ensure timely delivery.

Follow the steps below to get started with your account setup!

A template is a standardized process that is meant to be used again and again to create projects across clients. Your template should contain those tasks that you do for every client and be a starting point for your team to manage their projects. You don’t want to make templates client specific - you'll customize projects built from templates in a way that's unique to each client as needed.

Ready to get started on creating your first template? Click this article (How to Create & Duplicate Templates) to learn how and don't forget to download these 32 free accounting templates to start planning your templates!

Don’t worry about perfection because each template can be edited at any time and those edits will update the projects created from them!

Now that you’ve learned about adding templates, it’s time to explore clients and contacts. You can add your clients in a few different ways - one at a time by navigating to the clients page or you can also import via .cvs or .xlsx format.

For further instructions on formatting and importing your clients, click here.

You also have the ability to add in contacts and associate those contacts with multiple client records. You can add contacts from the contacts page and once created, you can click into a client profile to associate a contact with that record.

Adding in your team members is easy! Navigate to your Account page and on the left side of the screen you’ll see any pending team member invitations (not yet accepted) as well as your current team members. From this page, you can manage team member permissions, add, pause, and remove team members as your firm's team changes.

Now that you’ve added your templates, clients, and team members, the next step is to create your first project!

Think of a project as a job you're doing for a client (e.g. payroll processing, bookkeeping, 1040s, 1065s, etc). Projects allow you to organize all of the tasks for the different projects clients hire you to do. For example, you can track annual tax jobs, monthly recurring work like payroll or bookkeeping and even one off projects like client onboarding!

Creating a project is simple! To create a project for a client from a template you created, just navigate to that template and click the three vertical dots next to the Edit Template button near the top of the screen. From here you can decide if this is a one off project or if it'll be recurring and what cadence that'll be.

Once you’ve created a project, you can then edit that project to contain any client specific information by editing tasks, creating checklists and adding in descriptions! Double check your project’s due date, the series schedule (if applicable) and work on assigning tasks out to team members. You can also add team members at the project level - no task assignment needed!

Now you're on your way to completing your account setup! Keep it up and you'll be an expert in no time!