Procedures
🛣

Procedures

Owner: Operations
NameStatusDepartment
Create a Content Model
Development
Configure a new Google Analytics Account
Development
Grant access to Cloudflare for the team
DevelopmentProject Management
Create a proxy (passthrough) server in Nginx
Development
Clean up code
Development
How to set up GTM and GA in the Cantilever Style
Development
Test a GTM Update
DevelopmentQA
How to set up a new project in the Philosophy style
Development
Start Frontend Development on a new template in Philosophy
Development
How to make a new Philosophy Model
Development
Develop the Backend for a new Content Layer in Philosophy
Development
Create a Controller in Philosophy
Development
How to set up the Initial Database for a Philosophy Site
Development
For Clients: How to create your Digital Ocean account
DevelopmentProject Management
Merging WPEngine Sites into a Single Multisite
Development
Sharing Accounts that Have 2-Factor Authentication Enabled
Development
Share a Digital Ocean Account
Development
Creating a Google Console Account and Google Maps API Key
Development
[The Stacks Reader] How to add a new group to the Authors/Categories page
DevelopmentClient-Specific
[The Stacks Reader] How to add an author/category to the Authors/Categories page
DevelopmentClient-Specific
[The Stacks Reader] How to add custom metadata to a post
DevelopmentClient-Specific
Update eBeam Homepage Videos
DevelopmentClient-Specific
Setting up GitLab CI/CD
Development
Sending Automated Google Analytics Reports
Development
Obsolete: Creating a Proposal with our Template
Development
Updating Promos in Fizzics
Development
How To Change The HubSpot Chat Widget Icon Color
Development
How to Redirect a Local Environments wp-content/uploads to production
Development
Accessing accounts with 2 Factor Authentication
Development
Setup Client Support Accounts
DevelopmentProject ManagementSupport
Adding Features to eBeam
DevelopmentClient-Specific
Add New News and Events to eBeam
DevelopmentClient-Specific
Add New Education Items to eBeam
DevelopmentClient-Specific
Migrate an existing server to a new Digital Ocean/Forge account
Development
Add Industry News to eBeam
DevelopmentClient-Specific
QA a Website with BrowserStack
DevelopmentQA
Deploy a Site in Forge
Development
Ensure that a site’s resources come from HTTPS
Development
Homestead Installation on a Project
Development
Redirect HTTP traffic to HTTPS
Development
Start a new Laravel Project
Development
Perform the base setup for a view
Development
Set up a New Repository
Development
Set up Cloudflare
Development
Setting up a Server in Forge
Development
Set up a New Site in Forge
Development
Create Sample Pages for Content Layers
Development
Develop the Frontend for a Content Layer
Development
Create a case study on the Cantilever site
DevelopmentClient-SpecificMarketingMedia
BPC: How to Create a Headshot
DevelopmentClient-Specific
Force Download of Certain File Types Using NginX
Development
Add a new Member to eBeam
DevelopmentClient-Specific
Set up Imgix
Development
Edit your hosts file
Development
Perform a Major NodeJS Upgrade to a Client Server
Development
IEH: Update Downloads
DevelopmentClient-Specific
IEH: Add a Rep
DevelopmentClient-Specific
🔀
Fixing CORS issue on Forge
Development
Retire a server after migration
Development
Contacting a Retainer Client for a Clutch Review
SalesMarketing
Submit a Client to Clutch
SalesMarketing
Write a Proposal
Sales
Estimate a New Project
Sales
Write an Estimate
Sales
How to Write a Master Service Agreement (MSA)
Sales
Write a Scope of Work (SOW)
Sales
Managing Sales Leads
Sales
Publicize Cantileversaries
Cantilever CultureHospitalityMarketing
Schedule Cantileversaries and Birthdays for the Year
Cantilever CultureHospitality
Create new Snack List
Cantilever CultureHospitality
Add Team Member to Weekly Call
Cantilever CulturePeople Ops
Order Snacks
Cantilever CultureHospitality
Celebrate a Team Member’s Birthday
Cantilever CultureHospitality
Celebrate a Cantileversary
Cantilever CultureHospitality
Set up a COVID test
People Ops
Onboard a Consultant
People Ops
Adding a Team Member to the Cantilever Website
People OpsDevelopmentClient-Specific
Run a Quarterly
People OpsProject ManagementManagers
Onboard Someone (For Managers)
People OpsManagers
Offboard someone (for Managers)
People OpsManagers
Giving Feedback
People OpsManagers
Following up with a Freelance Inquiry
People OpsHospitalitySales
How to Run a 1:1
People Ops
Taking Time Off
People Ops
Off-Board Someone (People Ops)
People Ops
Hire Someone (For Hiring Managers)
People Ops
Onboard Someone (People Ops)
People Ops
How to Process Payroll
People Ops
Create an Employee Agreement
People Ops
Re-Categorize Gusto Payroll
People Ops
How to Classify Payroll with Gusto
People Ops
Hiring (For People Ops)
WIP
People Ops
Recording Prepayments in Xero
People Ops
Publicize a new Team Member
MarketingPeople Ops
Publicize a New Article
Marketing
Publicize a Project
Marketing
Setting up LinkedIn Text Ads
Marketing
Make a Title Card for Youtube
MarketingMedia
Setting up the iMovie Library
MarketingMedia
Publish a Youtube Video
MarketingMedia
Edit a Youtube Video
MarketingMedia
Making Social Media Posts (on Buffer)
Marketing
Creating Copy for A LinkedIn Ad
Marketing
Create a GIF for Dribbble
MarketingSalesMedia
Making a Shot on Dribbble
Marketing
Order a Cantilever T-shirt
HospitalityCantilever Culture
Entering your Team Member Directory Info
HospitalityPeople OpsCantilever Culture
Find and Purchase Client Holiday Gifts
Hospitality
Book Travel or Lodging
HospitalityPeople Ops
Create new Business cards from a Pre-Existing Template
Media
Installing Custom Fonts
Media
Exporting Business Cards
Media
Purchasing Business Cards for Cantilever Team Members
Media
Write Documentation
Project ManagementDevelopmentQA
🤹
Creating a QA Task
Project ManagementQA
Turn over a Retainer in Harvest
Project ManagementSupport
Turn over a Retainer in Basecamp
Project ManagementSupport
Create Work Schedule based off Project Estimate
Project Management
Onboard a New Retainer Client
Project ManagementSupport
Set up a Project in Basecamp
Project Management
Schedule a Meeting in Zoom
Project ManagementManagers
Run a Meeting
Project ManagementManagers
Create a Harvest Project
Project Management
Create a Snippet in TextExpander
Project Management
Share Files With Clients from Within Team Drives
Project Management
Take Notes
Project Management
Set up a Project in Forecast & Schedule Work
Project Management
Get started with 1password (For Clients/Contractors)
Project Management
Turn over a Retainer in Forecast
Project ManagementSupport
Update Harvest for a New Year
Project Management
How to Manage Project Expenses
Project ManagementFinance
Buy a Webfont
Project ManagementDevelopmentMedia
Create a Notion Page for a New Project
Project Management
Start a Project
Project Management
Invoicing Clients
Project Management
Project to Support Agreement Handoff (Support Manager)
Project ManagementDevelopment
Project to Support Agreement Handoff (Project Manager)
Project ManagementDevelopment
End (close) a Project
Project Management
Production To Support (Sales)
Project Management
Add a Project to the Database
Project Management
📜
How to Run a Project Retrospective
Project Management
Test that the Hubspot Tracking Code is Working
QADevelopment
Perform a Live Usability Test
QA
Perform a Live Accessibility Test
QA
Perform an Accessibility Audit, Development
QA
Create a QA Checklist
QA
Test Google Analytics
QA
QA
Perform an Accessibility Audit, Design
QA
Perform an Online User Test
QA
On boarding New Retainers
Support
Upgrade the PHP Version on a Support Project
Support
Accounting: How to Classify Expenses
Finance
Track Expenses/Reimbursements for Consultants
Finance
How to Submit a Personal Expense
Finance
Paying Europe Employees and Tax authority
WIP
Finance
Finance
(Draft) Invoicing Between CL US and CL Europe
WIP
Finance
Submit Corporate Taxes
WIP
Finance
How to Record a Prepayment for a Contractor
Finance
Add an Invoice to Prepayments Account
Finance
Sell Something on eBay
Operations
Edit Handbook Document
Accounting: How to Classify Payroll
Set Up Logging using PaperTrail
How to Write a Diagnostic Report
WIP