Podcast
Questions and Answers
Which setting should be used when handing off completed smartsheets to the onboarding team?
Which setting should be used when handing off completed smartsheets to the onboarding team?
- Invite customers as viewers
- Fully public publish setting
- Only available to users who are shared to this item (correct)
- Invite customers as collaborators
Who should be tagged for visibility on assignment when alerting the onboarding team that a project is ready for them to work on?
Who should be tagged for visibility on assignment when alerting the onboarding team that a project is ready for them to work on?
- Laura and Raquel
- Ely Garcia (correct)
- Julio
- Alejandro and Raymond
What should be done if an ETC from data hygiene and the assignment is needed?
What should be done if an ETC from data hygiene and the assignment is needed?
- Tag Laura and Raquel
- Tag Ely Garcia
- Tag Alejandro and Raymond
- Tag Julio (correct)
Who should be tagged for visibility with the extractions portion of the onboarding team, or to request an ETC from extractions?
Who should be tagged for visibility with the extractions portion of the onboarding team, or to request an ETC from extractions?
Who should you tag to request an update or ETC from the data configuration team?
Who should you tag to request an update or ETC from the data configuration team?
What should be done if an onboarding team member has not provided an SLA in 48 hours?
What should be done if an onboarding team member has not provided an SLA in 48 hours?
How should you generate instructions for each project?
How should you generate instructions for each project?
During the data hygiene process, who should own communication with the customer regarding clarifying questions?
During the data hygiene process, who should own communication with the customer regarding clarifying questions?
How quickly should we be responding to clarifying questions from the Data Hygiene team?
How quickly should we be responding to clarifying questions from the Data Hygiene team?
If there are items that cannot be resolved during the data hygiene process, what should be done?
If there are items that cannot be resolved during the data hygiene process, what should be done?
What should be done if a customer needs an ETC with a sense of urgency?
What should be done if a customer needs an ETC with a sense of urgency?
What is another step that needs to be done in ClickUp to ensure tasks are shared across teams, in addition to tagging the respective member of the onboarding team?
What is another step that needs to be done in ClickUp to ensure tasks are shared across teams, in addition to tagging the respective member of the onboarding team?
Study Notes
Handover to Onboarding Team
- When handing off completed Smartsheets to the onboarding team, use a specific setting.
Visibility and Tagging
- Tag the onboarding team for visibility when alerting them that a project is ready.
- Tag the extractions portion of the onboarding team for visibility or to request an ETC (Estimated Time of Completion) from extractions.
- Tag the data configuration team to request an update or ETC.
Data Hygiene and Clarifying Questions
- If an ETC from data hygiene is needed, alert the respective team.
- During the data hygiene process, the data hygiene team owns communication with the customer regarding clarifying questions.
- Respond to clarifying questions from the Data Hygiene team within a timely manner (implied urgency).
Project Management
- Generate instructions for each project according to the guidelines.
Escalation and Resolution
- If an onboarding team member has not provided an SLA (Service Level Agreement) in 48 hours, escalate the issue.
- If items cannot be resolved during the data hygiene process, escalate them.
- If a customer needs an ETC with a sense of urgency, prioritize the request.
ClickUp Task Management
- In addition to tagging the respective member of the onboarding team, another step is needed in ClickUp to ensure tasks are shared across teams.
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Description
Test your knowledge on sharing tasks across teams and organizing projects in ClickUp. Learn about tagging team members for project readiness and adding projects to specific workspaces and lists for visibility.
