Full Name
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Based on your training so far, how would you rate the ease of navigating Teamwork to manage tasks assigned to you?
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Easy to navigate
Somewhat easy to navigate
Difficult to navigate
What are the four parts of Teamwork’s structure?
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Clients, Projects, Tasks and Action Items
Clients, Projects, Task Lists and Tasks
Clients, Task Lists, Tasks and Comments
How does the account team typically use Teamwork? Choose all that apply:
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To manage tasks assigned to them
To stay up-to-date on overall project status
To monitor client hours/productivity
Based on your training so far, what are the two steps you should take every day in Teamwork as an account team member?
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At Jairus, what task do almost all projects start with?
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Copywriting
Project Brief
Creative Meeting
Design Review
What are the 5 key steps to completing a task assigned to you and moving a project forward to the next person’s task?
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1.) Click to the full project and find your open task 2.) Log your time; 3.) Change your task status to Completed; 4.) Change the next team member’s task from Pending; 5.) Pass the project brief and other assets through as a Comment on that team member’s task
1.) Click to the full project and find your open task; 2.) Share the link to project assets in your task comments and then close out your task 3.) Change the next team member’s task status from Pending; 4.) Confirm the next person’s task is active with a red minus sign icon; 5.) Log your time
When moving a project forward in Teamwork, how should you share assets like the project brief or proofs?
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In a comment on your task
In a comment on the next team member’s task
In an action items list
Based on your training so far, how often should you check your My Work tab in Teamwork to review tasks assigned to you?
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Once a Day
Once a Week
At Least Two Times a Day
Do you have any questions based on your Teamwork training so far?
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Complete
Should be Empty: