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Norm Rasmussen
2022-12-05 15:07:58 -05:00
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TodoList.md
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# Todo List for all Clients
* [X] (Papa) Reach out to Tedd regarding finishing up SSO stuff seucrity audit.
* [X] (G2) Add "Back to courses" button on Course Overview Page
* [X] (G2) Send the analytics spreadsheet.
* [ ] (Walmart) Get Cam and I access to OneDrive
* [X] (Cluid) Send Aodhana meeting link
* [ ] (Cluid) Update Cluid's instance branding links.
* [X] (Talkspace) Email Nicole & Molly Offering help with OpenSesame.
* [X] Ask Travis to ask Byron who Talkspace's CSM is.
* [X] (Talkspace) Email Molly a short and long blurb of what the point of the Fountain call is.
* [X] (StopIt) Send follow up email with CNAME screeshot.
* [X] (H1) Uploading new branding and logos.
* [ ] (JJSV) Look up procedure/script to auto download CSV of inactive users and call the API to deactivate the users.
* [X] (Skuid) Send follow up and ask for actual link of email preferences along with specific property endpoints/names in Hubspot.
* [ ] CC Austin for research.
* [ ] (Walmart) Ask Cam to mock up some microlearning experiences based on other triggers to deliver "right time" learning.
* [X] (UberPul) Reach out to Ishta if no response after one week from 10/20/2022
* [X] (Webdox) Confirm if we can bring them down to $5k for 2023 or let them churn.
* [ ] (JJSV) Rename the subprocessor file (data mapping) and upload to Sharepoint
* [ ] (JJSV) Upload the documentation/instruction document to Sharepoint.
* [ ] (G2) Figure out if we can delete enrollment value from DB
* [ ] (G2) Split their learners into two groups
* [ ] First: all learners who have started the Review Tracking Course
* [ ] Second: all learners who have _not_ started the Review Tracking Course.
* [ ] (HackerRank) Follow up with Brian regarding the Zoom issues.
* [ ]
# General To-do List
TODO: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions.
TODO: Get Chris to create Tracy's Dashboard in Hubspot.
TODO: Train Courtney on: Automation, Apps, Analytics, Templates & Design
Training Sessions on:
* Templates & Designs & Automation
* In-built Properties and Custom Properties
* Add-ons
*