Dropbox Folder for New Clients

Overview

Video Training

Tools Needed

Asana

Dropbox

LastPass

Procedure

Part 1

1. In the assigned project in Asana, scroll to the section titled "After Verbal Agreement," and click on the task labeled "Create Dropbox folder for client." Please note that there are two additional subtasks that must be completed that are described in Part 2.

2. The task should have the link to Dropbox in the description.

3. Sign in under the Admin@growthgroup.com account. This information should be in LastPass.

4. Go to the "Growth Group Team Folder."

5. Find the folder labeled "[TEMPLATE]," select the three dots to the side ("More"), and click "Copy." Then, click the blue "Copy" button. It will show that one item is copied at the bottom of the screen.

6. Select the copy of the [TEMPLATE] folder and click the paperclip to copy the folder link.

7. Select the copy of the [TEMPLATE], select the three dots to the side ("More"), and click "Rename." Change the name to the client's name as shown in the task on Asana.

8. To find the renamed folder in Dropbox, search by the client name.

9. Open the new client folder and rename the subfolder "1. [CLIENT INITIALS] - Shared Folder" with the client's initials (if multiple words) or the whole name (if only one word).

Part 2

10. In Asana, under the client's onboarding project, look for the section of tasks titled "IMPORTANT INFO." Here you will find the Contact Card and other information related to the client.

11. Under this section you need to save the link you copied in two (2) places:

    1. [FILES] - click this task and add the Dropbox link to the description after "Insert Dropbox Link:".

    2. [CLIENT NAME] - The task labeled with the client's name, also known as the "Contact Card" will have a list of the required input. Scroll down to "Dropbox" and paste the link again.

12. Mark all three (3) tasks as completed in Asana.