Getting Setup On Our Partnership

Ready to rock! This is a video overview to get you up to speed on the tools and the team workflow so that we can maximize how we work together.

Yes, there is a few tools and systems – and these may change – but this is worth it in the long term – and we are all about long term:

Tools mentioned

Shadstone Portal, as a partner: https://portal.shadstone.com/admin

Task link: https://portal.shadstone.com/admin/projects/view/676?group=project_tasks&taskid=54377

Shadstone slack, shadstone.slack.com

Shadstone handbook (our wiki), normally partners do not need this.

Google Drive, (ask our client services for the specific link)
Copy link URL – to share in portal / slack / etc – example : https://drive.google.com/drive/u/0/folders/1Wc5emCTRAPE6oERD3BWSyG9Kd7ALcZMl

Google cloud (on case by case) or sleephungry.com

Lastpass for passwords

Main Recommended Workflow (create tasks, chat in Slack)

Our normal workflow is as follows, slack and portal.

1) Portal – to create and reply to tasks. It is much better to use portal instead of slack for assigning and coordinating tasks.

Go into the project, create a task, add details (links to google docs, websites, etc)
Task options:
Title – required. Clear and succinct
Description – links, references, links to SOPs
Assign to – Important so we know who is tasked with this work
Followers – so they get notifications and alerts
Priority – helps us know if this is urgent
Deadline – helps us know expectations of when you think this should be done.
Status – for the team to update.

Check notifications on top right to see comments and questions

2) Slack – to “chat” but try to always connect back to the portal task so it is clear and actionable.