Migration Documentation #130

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opened 2025-06-04 15:08:13 +10:00 by Kruziikrel13 · 0 comments

Kruziikrel13 commented

2025-06-04 15:08:13 +10:00

(Migrated from github.com)

Document usage of Connecteam that will fit their intended / ideal workflow.

I.e. Job lists will be used for Leona's 8 job types

Clients will be a custom field
From Destination
To Destination

How to create a job
How to do a timesheet

https://connectqutedu-my.sharepoint.com/:w:/r/personal/n8429693_qut_edu_au/_layouts/15/Doc.aspx?sourcedoc=%7B722749D5-5D40-4FE4-896B-9FFDF7F51401%7D&file=Connecteam%20Migration%20Guide.docx&action=default&mobileredirect=true

Connecteam should be used primarily, Go High Level can be used for customer facing tasks. Link generation etc.

Document usage of Connecteam that will fit their intended / ideal workflow. I.e. Job lists will be used for Leona's 8 job types - Clients will be a custom field - From Destination - To Destination How to create a job How to do a timesheet https://connectqutedu-my.sharepoint.com/:w:/r/personal/n8429693_qut_edu_au/_layouts/15/Doc.aspx?sourcedoc=%7B722749D5-5D40-4FE4-896B-9FFDF7F51401%7D&file=Connecteam%20Migration%20Guide.docx&action=default&mobileredirect=true Connecteam should be used primarily, Go High Level can be used for customer facing tasks. Link generation etc.

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