Last Updated on February 20, 2025
You can start applying the skills that you have learned. Listed below are the steps for you to you go through as you get started on tasks. If you have questions, please reach out to the Fulfillment Manager.
To log in to ClickUp, go to http://clickup.com. If you do not already have a ClickUp account set up, talk to Jonny.
You will find all tasks that are assigned to you in the “Client Tasks” menu option on the left. In the views section (across the top), click “more…”, and then find your name in the “Assigned to…” section. It should say “Assigned to {Your Name}”.
When you click on the title of the task, you will see the task description with instructions for the task. If you do not see instructions, optimize the account to the best of your abilities.
You log your time in ClickUp by pressing on the play button in the “time tracked” column on any given task. You can also manually in put time. Keep in mind, you need to include an “h” or an “m” when entering time. To log an hour and a half, you could either type “1h 30m” or “90m”.
If you have questions about your tasks please reach out to the Fulfillment Manager first, then to the MC.
Every client that we do task work for will have a Client Master. This is where we log the work we do each month so the MC is aware of what is done on their accounts.
The first thing you should do when you receive a task is check back on work that has been done in the past months (If the “date” column in any of the previous rows is red, that means it needs to be checked). This helps us catch major mistakes, track progress of current strategies, and get ideas for what we want to work on in the current month.
If a client does not have a Client Master yet (most likely because they are a new client) then you will need to create a new Client Master. You can find training for how to do that here.
After you have checked the Client Master for work from the previous month, you will create a task plan. Here are the steps for filling out the task plan:
Do not make changes to a website without getting your task plan approved by the Fulfillment Manager.
Make sure to log the time you spend on the task plan as time spent on the task.
Here is a good example of an SEO task plan: PPC Task Plan Example
Make sure that you don’t miss anything – go through the walkthrough for each task during your first month or so.
Each task has an assigned time range. Do your best to stay within the allotted time. If you still have work to do, but have reached the time limit, reach out to the fulfillment manager. Don’t log more time than you were assigned.
For at least the first 2 months of doing tasks, you will go over EVERY task plan with the Fulfillment Manager. You will need to schedule time with them to go over the task plans. You can go over more than one task plan during a meeting. Do not be discouraged if they don’t approve your plan – you will learn as you go!
Now that you have finished this section, you are ready to start receiving tasks. In your next meeting with the Fulfillment Manager go over this section and discuss any questions you may have. Note: there is no exam, you will just have a quick check-in.