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Onboarding Guide

Client Onboarding Guide

Client Onboarding Guide

???? Welcome to Taskew Apps!

Thank you for choosing our software. This guide will help you get started quickly and ensure you understand your rights and our policies. Let's make your experience with our software as smooth as possible!

Our Mission: "Experience easy software" - We're committed to making powerful software that's simple to use and well-supported. This onboarding process ensures you have everything you need for success.

???? Quick Start Timeline

Immediate (First 15 minutes)

  • ✅ Purchase verification
  • ???? Welcome email received
  • ???? Account setup completed
  • ???? Access to documentation

Within 24 Hours

  • ???? Review essential policies
  • ⚙️ Software installation
  • ???? Basic configuration testing
  • ???? Optional: Schedule support call

Within 1 Week

  • ????️ Full deployment setup
  • ???? Team training (if applicable)
  • ???? Performance optimization
  • ???? Success metrics established

???? Essential Onboarding Steps

1

Account Setup & Verification

Your journey begins with secure account creation using one of five convenient methods:

  • Envato SSO: Link your existing Envato account for automatic purchase verification
  • Apple SSO: Use your Apple ID for privacy-focused authentication
  • Google SSO: Quick sign-in with your Google account
  • GitHub SSO: Developer-friendly authentication via GitHub
  • Direct Signup: Traditional email registration with purchase code
  • Purchase Verification: Connect your purchase code for full access (automatic with Envato SSO)
  • Profile Completion: Add your company and contact details

Pro Tip: SSO methods provide faster account creation. Envato SSO offers automatic purchase verification and the fastest support processing.

2

Required Policy Review

Understanding your rights and our commitments is essential:

???? Must-Read Documents (15 minutes):

  • ☐ Terms of Use: Software licensing, usage rights, and restrictions
  • ☐ Privacy Policy: How we protect and use your personal information
  • ☐ General Support Policy: What support we provide and response times
  • ☐ GDPR Compliance: Your data protection rights (EU customers)

???? Optional but Recommended (5 minutes):

  • ☐ Cookie Policy: How our websites use cookies and tracking

Important: By using our software, you agree to these terms. Please read them carefully. If you have questions, contact support before proceeding.

3

Software Installation & Setup

Get your software running quickly and correctly:

???? Pre-Installation Checklist:

  • ☐ Review system requirements
  • ☐ Backup existing data (if upgrading)
  • ☐ Prepare hosting environment
  • ☐ Download latest version

⚙️ Installation Process:

  1. Upload Files: Transfer plugin files to your Rise CRM
  2. Database Setup: Run any required database migrations
  3. Plugin Activation: Enable the plugin in your CRM admin panel
  4. Initial Configuration: Set up basic settings and preferences
  5. Test Functionality: Verify core features are working

Need Help? Our installation guides include screenshots and video tutorials. For complex setups, premium support includes installation assistance.

4

Configuration & Customization

Tailor the software to your specific needs:

???? Essential Configuration:

  • Security Settings: Configure API keys, access controls, and permissions
  • Integration Setup: Connect with third-party services (e.g., Cloudflare)
  • User Permissions: Set up role-based access for your team
  • Notification Preferences: Choose how and when to receive alerts

???? Customization Options:

  • Branding: Add your company logo and colors
  • Workflow Automation: Set up automated processes
  • Custom Fields: Add fields specific to your business
  • Reporting Setup: Configure dashboards and reports
5

Team Training & Best Practices

Ensure your team gets maximum value from the software:

???? Training Resources:

  • User Documentation: Comprehensive guides for all features
  • Video Tutorials: Step-by-step visual instructions
  • Best Practices Guide: Proven strategies for success
  • FAQ Section: Answers to common questions

???? Training Schedule:

  • Week 1: Admin training and basic setup
  • Week 2: End-user training and workflow setup
  • Week 3: Advanced features and customization
  • Week 4: Performance review and optimization
6

Ongoing Support & Success

We're here to help you succeed long-term:

???? Support Channels:

  • Email Support: support@taskew.com (24-48 hour response)
  • Support Portal: app.taskew.com (ticket tracking)
  • Documentation: Searchable knowledge base
  • Community Forum: Connect with other users

???? Success Metrics:

  • User Adoption: Track team engagement and usage
  • Performance: Monitor system performance and speed
  • ROI Measurement: Calculate time and cost savings
  • Feature Utilization: Identify underused capabilities

???? Success Checklist

30-Day Success Goals:

  • ☐ All policies reviewed and understood
  • ☐ Software successfully installed and configured
  • ☐ Team trained on core features
  • ☐ Initial workflows established
  • ☐ First month's data successfully processed
  • ☐ Performance metrics established
  • ☐ Support channels tested and working
  • ☐ Feedback provided to improve our service

???? Need Help?

We're Here to Help!

Don't hesitate to reach out if you need assistance at any step of the onboarding process.

???? Email Support
support@taskew.com
???? Support Portal
app.taskew.com
⏱️ Response Time
24-48 hours

Onboarding Success Promise: We want you to be successful with our software. If you're struggling with any part of the onboarding process, please contact us immediately. We'll work with you to resolve any issues and ensure you get the full value from your purchase.

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