Productized Services

Terms of Service
Privacy Policy

Getting Started

8

Defining Your First Productized Service Offer(Theory)
First Workflow in 10 Minutes
Installation and Activation
Key Concepts and Terminology
Migration from Existing Workflow (Theory)
Project Template Builder (Step-by-Step)
Quickstart Checklist
Soft Launch Strategy (Theory)

Basics

6

Client Communication Playbook
First 30 Days Success Plan
Improving Customer-Facing Experience (Theory)
Security and Privacy Basics
Setup Patterns by Business Type
What Productized Services Does (and Why It Matters)

Client Onboarding

3

Onboarding Form Best Practices (Theory)
Onboarding Forms In Templates
Onboarding Reminder Automation and Follow-Up Guide

Troubleshooting

3

Messaging Troubleshooting
Requirements & Compatibility
Troubleshooting First-Day Issues

Members and Roles

4

Member Details View
Members Page Overview
Role Permission Matrix
Secure Roles and Permissions (Theory)

Templates

6

Linked WooCommerce Products For Templates
Onboarding Forms In Templates
Project Template Builder (Step-by-Step)
Task Blueprints For Templates
Template Edit & Governance
Templates Overview

Dashboard

1

Dashboard Options and Features Guide

Projects

8

Client Messaging on the Project Details Page
Deleting a Project
Onboarding Submission Handling in Project Details
Project Details Page User Guide
Project Due Date Controls and Deadline Health
Project Status Lifecycle
Projects Options and Features Guide
Task Management Inside a Project

Tasks

6

Deleting a Task
File Attachments For Tasks
Task Blueprints For Templates
Task Details Page
Task Time Tracking Features
Tasks Overview

Messages

3

Message Attachments
Messages Inbox Overview
Team Collaboration in Message Threads

Analytics

4

Analytics: Projects, Tasks, Members, and Activity Log
Members Analytics Deep Dive
Project Analytics Deep Dive
Tasks Analytics Deep Dive

Home
Documentation
Basics

Basics

What Productized Services Does (and Why It Matters)
Improving Customer-Facing Experience (Theory)
Client Communication Playbook
Setup Patterns by Business Type
First 30 Days Success Plan
Security and Privacy Basics

Productized Services

Terms of Service
Privacy Policy

Twenty Twenty-Five

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