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Tasks

The table below is the main view of all of the onboarding tasks. Each task has a category, week, and status. There are also notes.

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Tasks
1
Task Name
Category
Status
Done
Writeup
Onboarding Week
Brief Summary
1
Join Slack channels
Tech Setup
Done
Done
Open
1
Task Name: Join Slack channels Welcome to Dunder Mifflin! Our Slack channels are where all the important communication happens (and some not-so-important communication too). To join our channels, simply click on the plus sign next to the channel name and you'll be in faster than Kevin can eat a giant pot of chili. Happy Slacking!
2
Okta
Tech Setup
Done
Done
Open
1
Okta Onboarding Task Welcome new hire! Before you can start working at Dunder Mifflin, you need to set up your Okta account. Don't worry, it's like Tinder for passwords. Just swipe right on the ones you like and you're in!
3
Zendesk
Tech Setup
Done
Done
Open
1
Zendesk Onboarding Task Welcome to Dunder Mifflin! Congrats on joining the team. Your first task is to set up Zendesk, our customer support platform. Don't worry, it's easier than explaining Dwight's beet farm. Just follow the instructions and you'll be a Zendesk master in no time. Good luck!
4
Guru
Tech Setup
Done
Done
Open
1
Onboarding Task: Guru Welcome to Dunder Mifflin! As part of your onboarding, we're setting you up with the "Guru" task. This is where you'll become an expert on all things Dunder Mifflin - from the history of the company to the best way to cook your Hot Pockets in the break room microwave. Just remember, if anyone asks if you're a Dunder Mifflin guru, the answer is always “Absolutely I am!”
5
Gong App
Tech Setup
Done
Done
Open
1
Welcome to the team! As you know, we take our office culture very seriously here at Dunder Mifflin. Your first task as a new hire is to learn how to use the Gong App. It's like a virtual gong that we ring every time someone makes a good joke in a meeting. Get ready to hear a lot of gonging!
6
Showpad
Tech Setup
Done
Done
Open
1
Onboarding Task: Showpad Welcome to Dunder Mifflin! Congrats on joining the team! Now, let's get you set up with Showpad, our top-secret sales tool. It's like a Swiss Army knife for selling paper. Just don't accidentally sell the secret to our competitors. We don't need another Michael Scott Paper Company debacle.
7
Lattice
Tech Setup
Done
Done
Open
1
Lattice Setup Instructions Welcome to Dunder Mifflin! To set up your Lattice, first make sure you have a hammer, a bag of nails, and a healthy dose of frustration tolerance. Then, start pounding those pegs into the ground with reckless abandon. Just remember, if you accidentally hit your coworker's foot, it's not our fault.
8
IT helpdesk
Tech Setup
Done
Done
Open
1
IT Helpdesk Welcome to the IT Helpdesk, where we turn your technical difficulties into our personal victories. Just kidding (kind of). Your job is to be the calm, cool, and collected voice on the other end of the phone when our sales team inevitably forgets their password for the hundredth time. Don't worry, we'll teach you all the IT jargon you need to know (or just make it up as we go along).
9
Gainsight
Tech Setup
Done
Done
Open
1
Welcome new victim, I mean hire! Your first task is to learn how to use Gainsight. Don't worry, it's easier than Michael Jordan making a layup. Just click around and hope for the best. Good luck!
10
Zoom - Phone
Tech Setup
Done
Done
Open
1
We need to set you up with Zoom for all your conference call needs. Don't worry, it's as easy as stealing a co-worker's stapler. Just follow these steps: Download Zoom Sign in with your Dunder Mifflin email address Ignore Dwight's weird background filters during meetings
11
Salesforce
Tech Setup
Done
Done
Open
1
Welcome to the Dunder Mifflin family! As you begin your journey in the sales department, we need to get you set up with Salesforce. Don't worry, it's not rocket science. Actually, it's not even science. It's just a computer program. But, you'll be using it a lot, so pay attention!
12
Pendo
Tech Setup
Done
Done
Open
1
Onboarding Task: Pendo Welcome to Dunder Mifflin, where paper is our passion and our sales team is our pride and joy. To get started with Pendo, just remember: it's like Tinder, but for product analytics. Swipe left on bad features, swipe right on good ones, and hope for a match made in heaven. May the data be ever in your favor.
13
SnagIt
Tech Setup
Done
Done
Open
1
SnagIt Onboarding Task Welcome to Dunder Mifflin! As a new hire, you'll need to learn how to “snag” important screenshots using SnagIt. Think of it like catching a wild unicorn, except way easier and less magical. Just follow the instructions and you'll be a SnagIt master in no time!
14
Google Drive Folders
Tech Setup
Done
Done
Open
1
Google Drive Folders “Welcome to Dunder Mifflin! As you know, we take paper seriously here, but we also like to keep our digital ducks in a row. Your first task is to navigate the treacherous waters of Google Drive folders. Don't worry, it's not as scary as it sounds. Just imagine you're navigating a paper-filled maze, but with less paper cuts and more mouse clicks. Good luck!”
15
Career Goals
Meetings
Not started
Done
Open
1
Career Goals Welcome to Dunder Mifflin! As your boss, it's my job to help you set some career goals. First step: become the World's Best Boss. Second step: take over the Scranton branch. Third step: win a Dundie award. Easy peasy, right? Let's get to work!
16
New Hire IT Onboarding
Meetings
Done
Done
Open
1
New Hire IT Onboarding Make sure to update your password to something super secure like “password123". If you're having trouble with your computer, just hit it a few times. It usually does the trick. Don't worry about backing up your files, we have a guy who takes care of that. His name is Jim.
17
DM Onboarding 101 (HR)
Meetings
Not started
Done
Open
1
DM Onboarding 101 (HR) Welcome to Dunder Mifflin! First things first, make sure you have a stapler. It's like a security blanket, but for adults. Then, fill out your HR paperwork and we'll get started on teaching you how to navigate the wild world of paper sales.
18
Benefits Onboarding (HR)
Meetings
Not started
Done
Open
1
Benefits Onboarding (HR) Welcome to the Dunder Mifflin family! We take care of our employees like they're our own children. In this task, you'll learn about all the amazing benefits we offer, from free paper clips to discounted beet farming equipment. Get ready to feel the love (and the paper cuts).
19
Customer Lifecycle Overview
Meetings
Done
Done
Open
1
Customer Lifecycle Overview Welcome to Dunder Mifflin! Congrats on joining the team. We know you're excited to jump into your new role, but first things first - it's important to understand the different types of customers we have. Think of it like dating - there's the honeymoon phase, the rough patch, and then hopefully a happily ever after. We'll walk you through it all, with a few laughs along the way. Let's get started!
20
Pillars of Product Support
Meetings
Not started
Done
Open
1
Pillars of Product Support Welcome to the exciting world of product support! As a new hire, you'll need to master the four pillars of support: patience, caffeine, the ability to nod empathetically, and knowing when to transfer the call to someone else. Don't worry, with enough coffee and fake empathy, you'll be a pro in no time!
21
Org Chart/Responsibilities
Meetings
Done
Done
Open
1
Welcome to Dunder Mifflin! First things first, let's get you acquainted with our “unique" organizational structure. Check out our org chart and try to make sense of it. Don't worry, we're all just as confused as you are. Then, we'll throw you into the deep end and give you some responsibilities. Good luck!
22
CS Pod Model
Meetings
Not started
Done
Open
1
CS Pod Model Welcome to the team! Your first task is to learn the ins and outs of our CS Pod Model. Don't worry, it's easier than it sounds. Just think of it like a pod of dolphins, but instead of swimming, we solve tech problems. And instead of fish, we get paid. Easy peasy, right?
23
Product Support Standup
Meetings
Done
Done
Open
2
Product Support Standup Make sure you wear a headset, so you look official. Try not to fall asleep during the meeting. If you do fall asleep, make sure to have a witty excuse ready. Don't forget to bring donuts for everyone, it's the only way to win them over.
24
Holidays
Company-Wide
Done
Done
Open
2
Holidays Welcome to the Dunder Mifflin family! As part of your onboarding, we want to make sure you're well-versed in our office holiday traditions. From the annual "Yankee Swap” to the infamous "Dwight's Beet Fudge” competition, you'll be fully prepared to celebrate with your new coworkers. Just remember, the office holiday party is not the time to challenge Creed to a karaoke battle. Trust us.
25
Lunch
Company-Wide
Done
Done
Open
2
Lunch Welcome to Dunder Mifflin! One of the most important tasks you'll have here is figuring out where to go for lunch. Pro tip: avoid the beet salad at Poor Richard's. Trust me, your digestive system will thank you.
26
DM History Recording
Company-Wide
Not started
Done
Open
2
DM History Recording Welcome to Dunder Mifflin! As part of your onboarding, we need you to binge-watch every episode of The Office and take detailed notes on all the hilarious mishaps. Don't worry, it's not like we're paying you to work or anything. Have fun!
27
Review DM Positioning Guide and Storyline
Company-Wide
Not started
Done
Open
2
Review DM Positioning Guide and Storyline Welcome to Dunder Mifflin! In order to understand our company's "unique” approach to paper sales, you'll need to review our DM Positioning Guide and Storyline. Don't worry, it's like reading a bedtime story, but with more graphs and buzzwords. Sweet dreams!
28
Watch Accounting 101 and 102 Recordings
Company-Wide
Not started
Done
Open
2
Task Name: Watch Accounting 101 and 102 Recordings Congratulations on joining the Dunder Mifflin team! Your first task is to watch the Accounting 101 and 102 recordings. Don't worry, it's not as boring as it sounds. Just sit back, grab some popcorn, and get ready to become the next accounting superstar. And if you fall asleep, just blame it on the soothing sound of Michael's voice.
29
Watch AE Demo Recording
Company-Wide
Not started
Done
Open
2
Watch AE Demo Recording To begin your journey at Dunder Mifflin, we need to make sure you're familiar with our "AE Demo Recording". It's like watching paint dry, but with more excitement. Pop some popcorn, grab a cozy blanket, and get ready to be completely underwhelmed. Good luck!
30
Watch Life for Businesses without DM
Company-Wide
Not started
Done
Open
2
Watch Life for Businesses without DM Welcome to Dunder Mifflin! As part of your onboarding, you will be required to watch “Life for Businesses without DM.” It's like "The Office," but without the laughs, joy, or fun. Enjoy!
31
Sales Demo - Recording
Sales
Not started
Done
Open
2
Sales Demo - Recording Make sure your webcam is clean Smile like you just sold your soul to the devil Record the demo, but don't forget to breathe If you mess up, blame it on the printer
32
Launch Call - Recording
Sales
Not started
Done
Open
2
Launch Call - Recording Welcome new hire! As part of your onboarding, you will be helping us to launch our new product - Call-Recording. Don't worry, it's not rocket science. Just think of it as recording a really important voicemail greeting. Except, this time, it's for the entire company. No pressure!
33
Admin Training - Recording
Sales
Not started
Done
Open
2
Admin Training - Recording Sit down and try not to break anything. Watch a video about how to record things. Record something and hope for the best. If step 3 fails, repeat step 1 and try again.
34
Team Training - Recording
Sales
Done
Done
Open
2
Welcome to Dunder Mifflin! In this task, you'll be learning how to record team trainings. Don't worry if you mess up, we'll just blame it on Toby. Just kidding... or am I? Muahaha.
35
Optimization Call - Recording
Sales
Not started
Done
Open
2
Optimization Call - Recording To make sure we're always improving, we record all of our optimization calls. Think of it like a reality show, but with less drama and more Excel spreadsheets. Just make sure you wear your best outfit for the cameras.
36
QBR - Recording
Sales
Done
Done
Open
2
QBR Recording: Welcome to Dunder Mifflin! Our QBR (Quarterly Business Review) recordings are serious business, but that doesn't mean we can't have fun. Just remember to dress up, bring some snacks, and please don't accidentally hit the record button twice - we don't need two hours of Kevin's chili recipe.
37
Social Events Signup!
Social
Not started
Done
Open
2
Social Events Signup! Welcome to Dunder Mifflin! As part of our fun and exciting company culture, we have regular social events for our employees. Your task is to sign up for these events and show us your dance moves. We promise not to judge...too much. Let's get this party started!
38
Order of Operations
Social
Not started
Done
Open
2
Order of Operations Welcome to Dunder Mifflin! As you know, we take math very seriously here. Your first task is to master the order of operations. Don't worry, we won't judge you if you still count on your fingers. Just make sure you get it right or you'll be hearing from accounting. Good luck!
39
Review Help Desk Articles
Social
Not started
Done
Open
3
Review Help Desk Articles Welcome to Dunder Mifflin! Your first task as a new hire is to review our Help Desk articles. It's like reading a book, but instead of a story, it's just a bunch of answers to questions nobody wants to ask. Get ready to be dazzled by the excitement of troubleshooting printers and resetting passwords!
40
1:1 Get to know you / Ticket Review with Trevor
Meetings
Not started
Done
Open
3
Welcome to Dunder Mifflin! As part of your onboarding, you'll get to spend quality time with Trevor, our resident ticket expert. Together, you'll review tickets, talk about life goals, and maybe even share a beet salad. It's like speed dating, but with tickets. Have fun!
41
1:1 Get to know you / Ticket Review with Fred
Meetings
Not started
Done
Open
3
Welcome to Dunder Mifflin, new hire! As part of your onboarding, you'll be meeting with Fred for a 1:1 Get to Know You session. Don't worry, he won't ask you to share your deepest fears or childhood traumas. Unless you're into that sort of thing. He'll also review some tickets with you, which is like looking at pictures of cute puppies, but with more Excel spreadsheets. Have fun!
42
1:1 Get to know you / Ticket Review with Eddie
Meetings
Not started
Done
Open
3
Welcome to Dunder Mifflin! Your first task is to get to know Eddie and review his tickets. Eddie is a great guy, but he's been known to fall asleep during meetings, so make sure to bring some smelling salts just in case. And don't worry, his tickets aren't as scary as he looks. Good luck!
43
1:1 Get to know you / Ticket Review with Sue
Meetings
Done
Done
Open
3
Welcome to Dunder Mifflin! As part of your onboarding process, you will have a 1:1 meeting with Sue where you'll review tickets and get to know each other. Don't worry, Sue is harmless unless you mention her love for cats. Have fun!
44
1:1 Get to know you / Ticket Review with Sarah
Meetings
Done
Done
Open
3
Welcome to Dunder Mifflin! First things first, you have to survive a 1:1 with Sarah. Don't worry, she won't bite...hard. Just be prepared to answer some tough questions about your favorite color and why you think you're worthy of working here. Good luck!
45
1:1 Get to know you / Ticket Review with Erica
Meetings
Not started
Done
Open
3
Welcome to Dunder Mifflin! Our first task is to get to know each other and review tickets with our lovely colleague Erica. Think of it as speed dating, but with less romance and more customer service. Let's show Erica how we do things in Scranton!
46
1:1 Get to know you / Ticket Review with Phyllis
Meetings
Not started
Done
Open
3
Welcome to Dunder Mifflin! Before we can trust you with our precious paper, we need to get to know you. That's why you'll be spending quality time with our resident ticket master, Phyllis. Don't worry, she's a real hoot. Just be sure to bring your sense of humor and your stapler.
47
1:1 Get to know you / Ticket Review with Jeanette
Meetings
Not started
Done
Open
3
Welcome new hire! This task is all about getting to know Jeanette and reviewing tickets. Just remember, Jeanette is a great listener, but don't get too caught up in ticket talk or you might end up dreaming about spreadsheets all night.
48
1:1 Get to know you / Ticket Review with Casey
Meetings
Not started
Done
Open
3
Welcome to the team! As part of your onboarding, you'll have a 1:1 with our resident ticket guru, Casey. Be sure to bring your best dad jokes and a strong appreciation for paper.
49
Rebuild analytics tracker
Tech Setup
Done
Done
Open
4
50
Clear Rec History
Tech Setup
Done
Done
Open
4
51
Cloud Connect Page
Tech Setup
Done
Done
Open
4
52
Additional Links: Customer Page
Tech Setup
Not started
Done
Open
4
53
Folders
Tech Setup
Not started
Done
Open
4
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