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Taskly AI
ME
Maya Ellison
Operations Lead
Taskly
HashTech Operations
Projects
Client onboarding
Client onboarding
Repeatable onboarding flow for new accounts.
0%
ME
AN
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Milestone: Playbook v2 · Invalid Date
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Backlog
1
Record onboarding walkthrough video
#enablement
Tuesday
low
AN
To Do
2
Create invoice reminder workflow
#automation
#billing
Sunday
medium
ME
Send weekly progress update
#recurring
Today
medium
ME
In Progress
1
Prepare client onboarding checklist
1/3 subtasks
1
#playbook
Tomorrow
high
AN
Review
1
Collect feedback from first 5 accounts
#research
3 days overdue
high
AN