Dieneke S
5/22/23, 3:03:09 PM EDT
Do you know which email they have to whitelist to receive our invoices from the portal? (for allegro design)
Christopher B
5/23/23, 11:04:35 AM EDT
Dieneke, can you relabel your tasks as goals? So TAE invoice would be "Close Phase II with TAE" not every email is a goal
Dieneke S
5/23/23, 11:06:58 AM EDT
yeah I was wondering if Tae needed to be in goals or it was just a simple task. ill change that. its nice to see what the last communication was with all the clients as a seperate goal.
Christopher B
5/23/23, 12:52:16 PM EDT
Claire please try this link tomorrow: Tech Team is inviting you to a scheduled Zoom meeting.
Topic: Tech Team's Zoom Meeting
Time: May 23, 2023 01:00 PM Eastern Time (US and Canada)
Join Zoom Meeting https://zoom.us/j/4566770168?pwd=b3RUbyt5MmxHVVkzbSt2a010TStCQT09
Meeting ID: 456 677 0168
Passcode: 2468
One tap mobile
+16465588656,,4566770168#,,,,*2468# US (New York)
+16469313860,,4566770168#,,,,*2468# US
Dial by your location
+1 646 558 8656 US (New York)
+1 646 931 3860 US
+1 301 715 8592 US (Washington DC)
+1 305 224 1968 US
+1 309 205 3325 US
+1 312 626 6799 US (Chicago)
+1 669 444 9171 US
+1 669 900 9128 US (San Jose)
+1 689 278 1000 US
+1 719 359 4580 US
+1 253 205 0468 US
+1 253 215 8782 US (Tacoma)
+1 346 248 7799 US (Houston)
+1 360 209 5623 US
+1 386 347 5053 US
+1 507 473 4847 US
+1 564 217 2000 US
Meeting ID: 456 677 0168
Passcode: 2468
Find your local number: https://zoom.us/u/ad8KV4wUye
Christopher B
5/23/23, 1:08:43 PM EDT
Claire, can you put this in terms of goals? So this ticket you go under "Set up marketing plan" instead of "Work Done"
Christopher B
5/23/23, 9:07:50 PM EDT
Claire H
5/24/23, 9:36:44 AM EDT
Make an instruction manual in canva.com for onboarding new staff on how to use Openinstitute
Sarra H
5/24/23, 10:55:49 AM EDT
have an onboard/ training session with Claire- how to use OI point system
Claire H
5/24/23, 6:52:52 PM EDT
Hi! I hope this finds you well! I think it might be helpful to know who the two clients are and what kind of companies they are. So I can get a better idea of what content to hunt down tomorrow.
but in the meantime, what kind of work would you like me to do on the test site?
Christopher B
5/24/23, 7:04:12 PM EDT
On the calendar we have Bason and Alfred Music demos for Friday. Babson has events and departments
Claire H
5/24/23, 7:23:01 PM EDT
ok, do I have access to this content? do you want me to use their materials in the test site?
Claire H
5/24/23, 7:24:00 PM EDT
I actually think I’ve bought stuff from Alfred music at one point if I’m not wrong 🙃🎶
Claire H
5/24/23, 7:25:33 PM EDT
do you want me to use a fresh test site and build it from scratch or do you want me to use template10?