Looking for some guidance to get your Jetpack Workflow account set up? Here's a quick video series that will walk you through the best practices to get started in your account!
An overview of what we'll be covering in this course can be found here: You can also reference our First Steps article or use the knowledge base to dig into each topic further!
We also have a basic training video series for team members who are joining an existing account that can be viewed here!
Welcome to Jetpack! Key Terms and Support Info
Adding in Users and Permissions Overview
Templates: How to Create and Edit them
Clients and Contacts
How to Create Projects for your Clients
Let's go ahead and get started by reviewing key terms and how to get support!
Great work! The next step is adding your team members as users and selecting their permissions. Here's a quick video!
After your users are added in, you can get started on creating your templates! Check out this video walkthrough!
Looking to download 32 accounting templates? Click here to do so!
Nice work! Next, add your clients and contacts! This can be done one-by-one or through a bulk import!
Rock star! You've added your team members, built templates, and brought in your clients. Now that you've done those few key first steps, it's time to create your very first project!
Additional customization can be done from here by updating each individual project series by following the instructions in this article. Some of the customizations you can update are project assignee, task assignee, task descriptions and checklists and even editing the cascading due dates.
If you have any additional questions, don't hesitate to reach out to us!
WOOHOO! You're ready to make magic and get stuff done! Happy Jetpacking!