Account Management 101 (AD, AM, AC only)

Dive into Teamwork, our project management platform used to coordinate all work that flows through the agency.

Intro to Teamwork

Learn the basics of accessing Teamwork and understanding its structure.

Follow along in this video tutorial that walks through an overview of navigating Teamwork.

In this video tutorial, further explore Teamwork and learn how projects and tasks are structured for each client.

Learn more about how projects and tasks are structured.

Complete this quick checklist of action items to gain hands-on experience in navigating Teamwork.

In this video, learn more about how tasks function in Teamwork and how you’ll use your task list to complete work.

Learn how to organize your task list to ensure projects are viewed and prioritized correctly.

Confirm your task list is organized correctly.

Configure the Clients tab in Teamwork.

Learn the steps needed to move projects forward in Teamwork

Congrats on completing your Day 1 Onboarding through Jairus Navigate!