A centralized location for quick access to your business’ documentation, such as company policies, standard operating procedures, and forms for new hires. Any files you need to keep the day-to-day of your business running smoothly go here.
Add or change existing queues to categorize your documentation.
Copy and paste links from key websites into the task notes so all of your team can easily access these sites.
Attach any file to the appropriate task (such as a New Client Intake Form) by selecting it from Google Drive or dragging it directly from your desktop.