video1.0<iframe src="https://www.loom.com/embed/137a1600ca514c4d9cb93141a014eb2a" frameborder="0" width="1152" height="864" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>8641152Loomhttps://www.loom.com8641152https://cdn.loom.com/sessions/thumbnails/137a1600ca514c4d9cb93141a014eb2a-1663703915452.gif95500:00 Introduction 01:10 Clients Overview 01:45 Why the Kickoff Call Date Shouldn’t Be Empty 02:12 Importance of Internal and External Channel Name 05:00 How to Access the Reporting Management and Templated Project Plan Overview Videos 05:40 Onboarding Form Overview 06:32 How a New Profile Is Created When an Onboarding Form Is Submitted 08:05 Offboarding Form Overview 09:05 Autopsy Entries Overview 09:52 Synced TaskMaster Table Overview 10:35 Synced Team Table Overview 11:35 Synced Trainings and SOPs Table Overview 12:20 Interfaces