Team Onboarding
Welcome aboard! So nice to have you here. Please follow the steps listed below to get started.
STEP 1: Tell us about yourself
STEP 2: Video tutorials! 😆
Asana (Project Management)
Asana is the place where we organize all our projects. The ‘Company Hub’ channel is kind of like a “Team Portal” because it offers easy-access to resources, events, and team & client info. We will add you to whatever projects you’re working on and assign you to-do’s to complete. Check off items as you complete them to stay on track with your projects.
Pro-Tip: Go to My Profile Settings > Notifications > and switch on ‘Browser Notifications’ so you don’t miss anything!
Flock (Company Chat)
Flock is the replacement to "come by my desk". It’s the quickest way to get ahold of someone in the team. We share GIFs and life things beyond just the work stuff so feel free to make yourself at home with Flock.
Pro-Tip: To start a video call just type “/video”
(video chatrooms allow up to 4 people at a time)
Zipbooks (Time Tracker)
We use Zipbooks to track our time. This is super important because it ensures we are all working efficiently and we’re billing our clients accurately.
How to log your time:
Start the timer when you start working.
Select the Project & Client from the dropdown, and add the Task as the description.
There's also a mobile app, but it’s REALLY buggy so please use the desktop version until they roll out an update.
Dropbox (Cloud Storage)
We use Dropbox as our “cloud storage” to keep all our clients’ files safe and accessible from anywhere in the world. Please make sure to always provide all your latest files (including working files) so we can keep everything up-to-date.
File Nomenclature:
CLI_Project-Name_R1V1
Broken down, this means:
Client code, Project name, Round, Version (there are some cases that vary slightly, ask if you have questions!)
Example for the client “Wanderlust” and let’s say the project is called “2019 Winter Digital Banners”:
WAN_2019-Winter-Digital-Banners_R1V1
