Build your client onboarding portal with a project tracker скачать в хорошем качестве

Build your client onboarding portal with a project tracker

Still managing onboarding with email threads and scattered task lists?! There’s a better way 😉 Join us for a 30-minute live session where we'll walk you though the client onboarding portal with project tracking and show you how to build it from scratch. 🔗 Register here: https://www.formaloo.com/webinar/buil... 👉 Even if you can't make it on the live webinar, we'll send toolkit and a free template on your email. This session is ideal for both first-time Formaloo users and experienced teams looking to refine their workflows. In this webinar, you’ll learn how to: ✨ Set up a client portal with personalized sign-up; ✨ Grand different access levels to portal users; ✨ Build a project tracker with Kanban view, task statuses, and deadlines; ✨ Automate feedback collection and status updates; ✨ Centralize all onboarding steps in one branded dashboard. 🗓️ Date: Thursday, July 3 🕘 Time: 9 AM EDT 👀 Bonus: All attendees get a free & fully customizable “Client onboarding portal with a project tracker” template. #formaloo #webinar #tutorial #nocode #freewebinar #clientportal Timestomps: 0:00 Introduction 1:29 Demo of the template 7:40 Create a project 12:00 Make a project creation form 21:50 Add a Kanban board 24:30 Set up a portal 32:10 Configure logic 33:44 Create custom email template 37:30 Connect 2 forms 40:35 Access management 42:00 Outro