Add the Client Portal to Favorites

To quickly access the [YourName] Client Portal, perform the following steps:

1. Navigate to the Docs section.

2. Locate the [YourName] Client Portal document and click the star icon.

3. The document will be added to your Favorites section in the sidebar on the left.

Key Sections of the ClickUp Space

The ClickUp Space contains three key sections:

• Inbox

• Client Portal Hub

• Implementation Project Plan

Each section is explained in detail below.

Inbox

The Inbox section is divided into two key sections:

• Important. This section contains all crucial notifications related to the tasks and subtasks you are following. Usually, updates from the XTM team will be found here.

• Other. This section displays general updates regarding project tasks. We recommend checking this section frequently to stay informed about ongoing progress.

Client Portal Hub

The Client Portal Hub serves as a centralized place to access all critical project-related information, such as:

• Implementation Project Plan.

• Q&A Workspace.

• Information about XTM and representatives involved.

• Subscription details and meeting quotas.

• Milestones and implementation progress.

• Pending tasks (tasks awaiting feedback, information, or file uploads).

• Global updates and releases.

• Learning resources and documentation.

Implementation Project Plan

This section provides a detailed breakdown of your project, including:

• Milestones. Milestones are marked by a diamond icon, indicating critical events in the implementation process.

• Q&A Workspace. Here you can ask questions by creating new subtasks within the existing Q&A Workspace task. To keep communication organized, please refrain from using threads and use comments within tasks instead.

• Sessions Agenda. Each session is listed as a subtask where you can:

  • View the session details.

  • Raise new topics.

  • Ask follow-up questions after the session.

In the Sessions Agenda display, you can check the following details:

1. Status helps you keep track of the subtask.

2. Agenda displays the topics planned for the next meeting. This section is filled by the XTM team.

3. Comment Box allows you to add any questions or feedback.

4. Activity Stream displays a history of all updates related to the project.

How to create a Subtask in Q&A Workspace:

1. Go to the Subtasks section.

2. Click on the 'Add Subtask’ button and name your subtask appropriately.

How to work with a Subtask in Q&A Workspace:

1. Status. Keep track of the subtask.

2. Description. Provide as many details as possible in the description field.

3. Attachments. Attach any reference file that might help XTM identify the problem or solve the issue.

4. Comment Box. Add any questions or feedback.

5. Activity Stream. View a history of all updates related to the project.

Tips and best practices

• Commenting: By default, comments are sent when you press Enter. To break a line, use Ctrl + Enter or adjust the settings in the communication preferences.

• Regular Checks: Make it a habit to review the Inbox and Implementation Project Plan regularly to stay on top of pending tasks and updates.