Welcome to basic training for Jetpack Workflow! This video series will walk you through important views and functionalities to get you quickly trained and using your Jetpack Workflow account.
The information we will cover in this course is:
Key Terms and Support Options
Overview of the Projects Tab
Tour of a Project Profile
Tour of a Project Series Profile
Overview of the Tasks Tab
Notifications
To get started with training, start here!
Our next overview is on the Projects tab. Click here to review more in depth features about the Projects tab and it's functionalities!
Now that we've reviewed the Projects tab, we'll click into a specific project for a client and review the functionalities there! For more information on projects, click here!
Next up is reviewing the functionality on a project series profile. This is a great place to customize your workflows for each client individually! For more information, click here!
Next, we'll review the tasks tab! The tasks tab is a great place to go to view and complete your work by task vs. by project! Click here for more information on the task page!
Lastly, we'll cover notifications - click here to review our article on notification types and how you can set those up! You can select email notifications, in app notifications or a mix of both!
The current notifications available in Jetpack Workflow are:
Your task is up next (previous task has been completed)
You're mentioned in a task
You're mentioned in a project
Your task was marked as incomplete
Your project is due today
Your task is due today
Congrats! You're all set to start working in your Jetpack Workflow account! Great job and happy Jetpacking!