This tutorial a guide to utilizing CEED’s new venture management features. Participants will learn how to create, manage, and optimize ventures for clients, schedule orientation calls, log advisory hours, and effectively use the integrated calendar for task management. The course is designed to streamline the venture creation process, enhance client interactions, and improve overall productivity through practical, hands-on tutorials.
Key Concepts:
- Creating and Managing Ventures: Learn how to create a new venture, assign it to clients, and include additional team members from CEED.
- Setting Up Orientation Calls: Understand how to schedule orientation calls, send notifications to clients, and set specific times for meetings.
- Task Management and Assignment: Explore the task management system, including assigning tasks, marking them complete, and adding descriptions.
- Calendar Integration: Discover how to view and organize tasks and orientation calls within the calendar by day, week, or month.
- Logging Advisory Hours: Gain skills in logging advisory hours for tasks, adding notes for client interactions, and managing handovers between advisors.
- Error Handling and Troubleshooting: Learn to identify and resolve common error messages, such as task assignment issues and logging time correctly.
- Utilizing Notifications: Understand the notification settings and how to manage them to stay updated on task progress and client interactions.
- Collaborative Features: Learn how to include additional CEED members in ventures and notify them of new tasks or updates.
Course Features
- Lectures 2
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Language English
- Students 2
- Assessments Yes
