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New client process #486

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rub1e opened this issue Jul 24, 2018 · 3 comments
Closed

New client process #486

rub1e opened this issue Jul 24, 2018 · 3 comments
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dependency finance priority-4 Deprioritised until all other higher priority items are complete. T25m Time Estimate 25 Minutes

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@rub1e
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rub1e commented Jul 24, 2018

Draft process for when we start working with someone new (after work is commissioned)

  • Write supplier contract
  • Go to Settings > General Settings > Reports > Tracking and add them to the client list
  • Add them to contacts (along with their banking info if you have it at this stage)
  • Create job folder (if one wasn't already created during proposal phase)
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rub1e commented Jul 24, 2018

Placeholder for now - will finish off when #428 complete

@rub1e rub1e self-assigned this Jul 24, 2018
@rub1e rub1e added dependency priority-4 Deprioritised until all other higher priority items are complete. T25m Time Estimate 25 Minutes finance labels Jul 24, 2018
@iteles
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iteles commented Jul 30, 2018

@rub1e Should this issue be in https://github.com/dwyl/process-handbook/ instead?

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rub1e commented Mar 13, 2019

Closing as superseded by: dwyl/process-handbook#114

@rub1e rub1e closed this as completed Mar 13, 2019
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dependency finance priority-4 Deprioritised until all other higher priority items are complete. T25m Time Estimate 25 Minutes
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