Getting Started

Manual Time Based Timesheet

These Timesheets can be used when not in the office to track time Manual Time Based Time Sheet

Project Timesheet

Here are project time sheets these timesheets can be used when on site Project Timesheets

Setup Out-Of-Office Auto Responder

Firstly, launch Mail and from the far left corner on your screen you should see “Mail” (next to the Apple icon) Go to Preference > Rule Click “Add Rule” on the right hand side Proceed to fill out the “Description”, can use the example provided in the image below Next set your conditions to “Every […]

Client Email Responses

Client Response Topic From Client Response Alternate Response Any maintenance work Give quote for work and recommend Support Packages Modification on website Check original scope, if mentioned, act; if not mentioned, inform client, refer to T&C and provide quote Recommend Support Package if modification is small and is not new feature Question about hosting Provide […]

General Management

File Management Each individual project is assigned a unique identification number prefixed. For example: Quotations: An example quotation number would be ‘Q17121B’. The ‘Q’ identifies it as a Quote. The ‘17’ identifies the year it was created, 2017. The ‘121’ identifies the number of quotes created in that year. The ‘B’ identifies how many times […]

Jira Training

Projects and issues will be created by a Project Manager, if there are smaller tasks in order to complete an issue, these will be added as a subtask. Subtasks will be displayed under the issue description. When an issue is assigned to a user, the user will receive an email notification. If you have an […]

Logging Time for Support in Jira & CRM

Support packages are to be paid in advance, and then added in the CRM for management. Every support completed needs to be taken out of the CRM from the appropriate project. When you receive a support email you will engage in the following process to action the request. Read the email provide a quote if […]

Web Content Entry Check List

Web content entry checklist 1. Before you start entering content # DESCRIPTION 1 Check with the developer to ensure all local changes have been pushed to the staging website 2 Check all pages have been created based on the finalised site map using the appropriate page templates. Create missing pages if necessary. 3 Check that […]

CMS Training Checklist

STORE IN CLIENT FOLDER IN THE FILING CABINET AFTER COMPLETION. CMS training checklist 1 – Editing Content # DESCRIPTION N/A YES NO 1 Have you demonstrated WHERE to access pages and HOW to edit the pages including: Page attributes (Parent/Template) Visual/text tab Update button Permalink 2 Have you explained the WYSIWYG and Toolbar Toggle features? […]

Project File Management

ALL WORK FILES MUST BE STORED in Three72’s Network Attached Storage (NAS) in their respective folders. There should be NO work files stored in your computer without a NAS copy by COB every day. This ensures: 1. Everybody has easy access to the files; and 2. The file is stored and backed-up external to your […]