How to make a Drop Down Menu in a Google Sheet

Quick guide to adding a drop down menu

13 steps

Uploading Bank Statements in SparkReceipt

This is the process of uploading bank statements to SparkReceipt. We do this so we have a record of all bank statements and all expenses/receipts available for text time.

18 steps

What are Technical Reference Guides?

Add as many steps as you want below to create a step by step guide. You can upload your own screenshots (or) videos to create a more engaging guide. Once you click on 'Finish', you'll be able to view this guide as a scroll or as an interactive demo video.

2 steps

How to Add an SOP to GuideJar

SOP/ Guide Creation Process

19 steps

How to send a task back to a client

This SOP covers the process of how we send completed tasks back to a client.

8 steps

How to Do a Shift Handover Using Loom

9 steps

How to Log a New Request with the Task Intake Form

This SOP outlines the process for logging a new request using the Task Intake Form, ensuring that each task is efficiently recorded on our Master Client Deliverables Kanban board in ClickUp. It's a straightforward guide designed to streamline task initiation and tracking, keeping our project management smooth and responsive to client needs.

25 steps

How To Save The Master Client Deliverables Board as a Favorite & Pin it in ClickUp

This SOP provides a step-by-step guide on saving the Master Client Deliverables Board as a favorite and pinning it in ClickUp, making it effortlessly accessible for constant reference. It simplifies navigation and ensures that crucial project details are always at your fingertips, enhancing productivity and focus on client deliverables.

18 steps

How To Record a Process Overview Video

This SOP guides you through recording a Process Overview Video, a crucial component of our Technical Reference Guide documentation. It's crafted to help you efficiently capture and explain functionality, ensuring that the team can quickly grasp and execute new tasks with confidence and speed. This straightforward procedure is key to enhancing our operational efficiency and knowledge sharing.

10 steps

How To Request a New Technical Reference Guide Be Created

This SOP details the process for requesting the creation of a new Technical Reference Guide, ensuring a standardized approach for adding essential resources to our knowledge base. It highlights the importance of clear communication and the steps to follow, ensuring that every new guide meets our criteria and supports our team's and clients' technical needs efficiently.

48 steps

How To Edit Incorrect Tracked Task Time in ClickUp

This SOP outlines the steps to correct inaccurately tracked task time in ClickUp, ensuring that all project time records are accurate and reflect the true effort spent. It's designed to maintain integrity in our billing and productivity tracking, providing a clear procedure for making adjustments to time entries.

13 steps

How to Capture and Break Down a Task

Every time we receive information from the client, we need to pay careful attention to every single point they mention and record it.

7 steps

Operations Manager: Daily Checklist

3 steps

How To Train ActiveBot With New Knowledge

This SOP shows how we could continue to update the knowledge stored in ActiveBot.

1 step

What is ActiveBot?

ActiveBot is an AI Assistant tool that is recommended for any question that comes up about the internal tools that we use or the systems that we support for the client.

12 steps

How To Use ZoomShift

This SOP covers the basic steps in navigating and using ZoomShift.

27 steps

Handling Philip Johansen’s Requests & Tasks

15 steps

Customer Support Performance Report

4 steps

How to complete the Ready for Documentation task in ClickUp

This SOP covers the process of how we complete the Ready for Documentation task in ClickUp

16 steps

How to use Clip screen recording in ClickUp

16 steps

Downloading Images from ClickUp

4 steps