ClickUp Use
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Questions and Answers

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?

  • 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?

  • 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?

    <p>Laura and Raquel</p> Signup and view all the answers

    Who should you tag to request an update or ETC from the data configuration team?

    <p>Alejandro and Raymond</p> Signup and view all the answers

    What should be done if an onboarding team member has not provided an SLA in 48 hours?

    <p>Flag it in slack</p> Signup and view all the answers

    How should you generate instructions for each project?

    <p>Follow the templated instructions given in ClickUp to fill in the blanks</p> Signup and view all the answers

    During the data hygiene process, who should own communication with the customer regarding clarifying questions?

    <p>IMs</p> Signup and view all the answers

    How quickly should we be responding to clarifying questions from the Data Hygiene team?

    <p>48 hours</p> Signup and view all the answers

    If there are items that cannot be resolved during the data hygiene process, what should be done?

    <p>Partner with Data Hygiene team to determine if it is safe to proceed</p> Signup and view all the answers

    What should be done if a customer needs an ETC with a sense of urgency?

    <p>Flag it in slack as high priority</p> Signup and view all the answers

    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?

    <p>Add the project to the 'Onboarding &gt; Projects' workspace/list</p> Signup and view all the answers

    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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