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Tasks

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Notes and Updates

Hello! I will be adding more tasks throughout the upcoming day. I think it would be a good idea to add you to SLACK and hop on another call tomorrow or Friday because what I really want to nail down are the workflows.


Content Tasks
0
Blocked
Priority
Task
Progress
Estimated Finish
Notes
1
Med
Migrate content from Kustomer to Intercom
000
100
The content to be migrated is the content listed under Articles to Migrate. You can search the Support Center
for articles to be migrated over
2
High
Complete content categories, assign articles to categories, catalog articles
000
100
3
Med
Re-format articles using template
000
90
Open to any templates you think will work well, just put the templates under the Templates tab
4
Med
Optimize Fin using restructured content
000
5
000
There are no rows in this table


Workflow Tasks
0
Blocked
Priority
Task
Progress
Estimated Finish
Text
1
Highest
Email Set Up to route to Inboxes
000
80
See Tab titled Email Set Up (Inboxes emails need to route to are in Red)
2
High
Routing JIRA Intercom Integration
000
3
Highest
Customer Support Contact Workflows
000
90
4
Highest
Only Support @ will have an auto reply - hours are 8 am PST to 6 pm PST
000
100
5
Highest
Support Intake FIN
000
6
Highest (Heather update answer complete)
Bump Bump Solve
000
100
For Customer Support Tickets only
7
Highest
Needs Follow Up Alert
000
100
8
Highest
OB and DM convert to a ticket immediately
000
9
(Heather)
Set up email forwarding for some emails
000
10
High
Routing Walla New 30, 60
000
11
Review CC set up
000
I have questions about CC-ing
12
Heather
Macros
000
There are no rows in this table
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