Completion Checklists

DFY Client Setup Checklist

  1. 🔗 Board Connections
      2. ☐ Connect your project board to your client workspace
      ☐ Confirm that all automations or integrations (if any) are working
      ☐ Make sure your user role has proper access to submit and view requests
  1. 📊 Request Stages & Statuses
      2. ☐ Review and understand the 5 project status columns
      ☐ Know what each stage means: New Request → In-Progress → Collaboration → Review → Complete
      ☐ Use this to track progress and know when your input is needed
  1. 📝 Submitting Requests
      2. ☐ Go to the “Client Projects” tab
      ☐ Click "Add Request" and select the right category
      ☐ Fill out task details clearly and submit your request
      ☐ Confirm the request appears in the "New Request Submitted" column
  1. 💬 Chat Channels (Communication)
      2. ☐ Click into any project to open the discussion thread
      ☐ Use comments to ask questions, share feedback, or respond to team updates
      ☐ Keep all communication in-thread to avoid confusion
  1. 📁 Using Board Templates (Coming Soon)
      2. ☐ Get ready to use pre-built request templates to speed things up
      ☐ Watch for updates when this becomes available!
  1. ✅ Completion Checklists (Coming Soon)
      2. ☐ Review done-for-you tasks using a detailed checklist
      ☐ Ensure everything meets your expectations before marking complete
      ☐ Request final revisions or approve the finished task