There should be 7 column headings in the folder view. Please ensure the view is in default for everyone and protected view (visuals next slide)
- Assignee: Who the work is assigned to this will change. For example: Creation of initial page content will be initially assigned to content writers, once completed should be then assigned to dev for next steps. The Ops manager should ensure that these tasks are assigned correctly.
- Start Date: The start date may show up as the day the ticket was opened, if it does not need to be started right away please put start date.
- Due Date: When the task is due.
- Status: the status column is RED/YELLOW/GREEN. Green means on track. Yellow means there are issues and there is a possibility that the Due date will not be met. In that case an explanation and any need for help should be added in the notes or the comments side of the ticket. Red means this task will be delayed. In that case an explanation and any need for help should be added in the notes or the comments side of the ticket.
- Priority: To be used when there are tasks that need to get down ASAP or any issues that need to be addressed immediately. There is High/Medium/Low priority. We will be using high priority only.
- Updates and Notes: these are visible without clicking into the ticket and will be used for quick updates. More extensive notes should be used in the Comment section of the ticket. This will be mainly used to take quick notes during team calls.
- Sales Rep: Who is the sales rep? there is a drop down with all the reps names, this does not need to be done for every ticket but should be on all Issue tickets so we know who to update.