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 projects so that nothing falls through the cracks and work gets done on time every time! This article will guide you through the steps to set up your account easily and quickly!

Your clients, your 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. You can follow the steps below to get started with your account setup!

1. Add templates
2. Add your clients and contacts
3. Add your team
4. Create and customize your projects
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1. Adding templates
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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 can customize per client on their individual profile if you need to!

You can create your templates from scratch following the instructions in this article! Don’t worry about perfection because templates can be edited at any time!

2. Add your clients and contacts

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. You can add them 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.

3. Add your team

Adding in your team members is easy! Navigate to your Account page and on the right hand side you’ll see your pending team member invitations (not yet accepted) as well as your current team members. From this page, you can manage team member permissions, add and remove team members as needed!

4. Create and customize your projects

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

You can create a project for a client from a template by navigating to that template and clicking either create repeating project or create individual project. If you select repeating project, you will next be prompted to select the start date as well as the interval at which you want the project to repeat on.

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, repeat schedule (if needed) 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!