Knowledgebase

Kickstart Training 5

• Meet Your Team
• Types Of Tasks
• Breaking Down A Project Into Tasks
• Common Mistakes (And How To Avoid Them)
• Operating Hours

Sending In Tasks 3

• How To Request A New Task using Email
• How To Request A New Task from Web Portal
• How To Request A New Task from within Slack

FAQ 18

• What Hosting Do You Recommend?
• Are There Limits To "Unlimited"?
• What Should I Expect Once I Submit A Task Request
• Can I give you access to my Project Management Tool?
• Can you set up and manage my Facebook Ads?

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Understanding Tasks 8

• What Exactly Is A Task
• What's NOT A Task?
• What Is The Turn Around Time On A Task?
• What Are Priority Pass Upgrades? (And When Should You Use Them)
• How Are Tasks Prioritized?

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Task Examples & Ideas 3

• Do you have list of tasks you can perform?
• Design Task Examples
• Technical Task Examples

Popular Task Wizards 5

• The Popular Task Wizard - What It Is & How It Works
• Library of Popular Task Wizards
• Popular Graphic Design Tasks
• Popular Web Tasks
• Popular Automation Tasks

Managing Tasks 7

• What does "Ready To Complete" mean?
• How To Purchase a Priority Pass
• How To Change The Order We Work On Tasks
• How to use a Pre-Paid Priority Pass
• How to put your Active Task on Hold

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Sharing Files & Passwords 7

• How To Share Your Passwords via LastPass
• How To Provide your Hosting CPanel Logins
• How To Provide Your FTP Details
• How To Share A File or Folder Saved In Dropbox
• How To Share a File or Folder Saved In Google Drive

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Tips & Tricks 7

• Best Ways To Explain Your Tasks
• Thinking Through And Explaining The Flow Of An Automation Task
• Breaking Down Your Project Into Tasks - Opt-In Funnel Example
• How To Get Similar Tasks Done Without Re-Explaining Everything Each Time
• What Else Could I Be Getting You Guys To Do?

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Explanation Guides 5

• How To Send In A Build New Landing Page Task
• How To Send In A New Automated Email Series Task
• How To Send In A Task To Troubleshoot An Issue On your Website or in an Automation
• How To Send In A Task To Our Graphic Design Team
• How To Send In A Task To Create or Change Something On Your Website

Payments & Billing 4

• Changing your Concierge Plan
• Cancellations & Refunds
• Updating Your Payment Details
• Changing Who Receipts Are Emailed To

Getting Help 2

• How To Contact Customer Service
• How to access your Online Knowledgebase from the Portal

User Profile 3

• Setting up your Web Portal Login
• How To Stop Receiving Email Notifications About Tasks
• Changing Your User Email Address

Managing Additional Users 2

• How To Invite Additional Requestors To Send And Manage Tasks
• How To Disable A Requestor On Your Account

Managing Sites We Protect 2

• Adding a site to your Concierge Plan
• Adding additional sites to your plan

Managing Brand Assets 1

• Using A Link as a Brand Asset

Integrations 2

• Setting up the Slack Integration
• Setting up the Zapier Integration