As a Department Coordinator, there may be times when it is helpful for you to check on the workload of your team members. There’s a simple way to do this in Teamwork. This video demonstrates how to search for completed, overdue, or upcoming tasks. You can then filter by a particular team member or client. Here are […]
Checking Teamwork for Overdue Tasks Read More »
The Dean’s List is a place where we keep track of team members with specific growth plans and needs. Here’s an intro video from Shae about the Dean’s List. As our head of People Operations, Alex owns the Dean’s List. Since the list is inter-departmental, Department Coordinators won’t access it directly. But should keep track of team
What is a Landing Page? For year-end campaigns or any other fundraiser, the goal of the landing page is to have one link to share on all platforms (social media and emails) so that the visitor/contact can donate and/or gain information in one central location on a client’s website. This page is unique to the
Creating Landing Pages for Client Websites Read More »
Oftentimes, clients have Google Drive documents and photos that they need to share access to with our team. Google Drive is essentially another version of storage like Dropbox, and many clients use it to upload photos, documents, videos in one place that is not accessible by anyone with the link to the drive. They may
Client Access to Google Drive Read More »
This video details how to use DNS records to connect a domain from Squarespace to GoDaddy (similar process for other domain hosts). Use DNS records instead of adding the nameservers from Squarespace. All DNS record tasks can be assigned to Amanda Rapp in Teamwork. https://accordus.com/wp-content/uploads/2023/08/ConnectDomaininSS.mp4
Connecting Domains in Squarespace Read More »
Occasionally, for fundraising campaigns sent via email, clients will want to segment their emails to groups of donors and non-donors. For donor segmentation, make sure to include the parameters if the client is wanting to create specific segments. This can be assigned to whoever is on the “Reporting” column of the client assignment sheet. You
Segmenting Contacts for Campaigns Read More »
Each week, you can see how many hours you have worked for a client in order to remain within the time allotted. Click here to view a video tutorial within Quickbooks. This is an easy way to see how much total time you have clocked in for each client.This is helpful to see and easily
Tracking Weekly Client Hours Read More »
This menu can be a helpful resource to share with clients when they need a visual example of printing products.
Print Project Examples Read More »
Keeper is the password system that Accordus uses to securely store and share passwords for our clients and team members. Use this AccordusU article to understand how Keeper works for all team members. Below you’ll find a list of cool features and resources for Keeper intended to help Keeper Admin manage and share passwords. Sharing
Teamwork is our project management system that you will use daily. It is crucial that you understand how to use TW appropriately.
Orientation to Teamwork Read More »
