Create a Workflow Guide/Template: 1Password: Add Team Members to 1Password Account

Dependency

Creation of epic hackforla/knowledgebase-content#132

Action Items

• Make appointment with member of admin team who is currently performing function.
  • remove label: "Status: Make Appt" add label: "Status: Record"
• Link folder for recording and guide in defined sections below (see Resources).
  • Record workflow demo
    • remove label: "Status: Record" add label: "Status: Upload"
• Upload recording and transcript.
  • link to folder, recording and transcript in the resources below
  • remove recording and transcripts from local or cloud storage
    • remove label: "Status: Upload" and add label: "Status: Create "As-Is"
• Make a guide
  • Turn video transcript into step-by-step process confirmation
    • remove label: "Status: Create "As-Is" add label: "Status: Review "As-Is""
• Admin reviews the "As-Is" adding missing steps or notes
  • remove label: "Status: Review "As-Is"" add label: "Status: Draft Guide"
• Make a Guide using guide template
  • remove label: "Status: Draft Guide" and label: "Status: Review Guide"
• Test guide with member of Admin team

Resources

• Admin team member currently performing function: Bonnie Wolfe

How to make a guide

• Template for creating guides - WIP
• UI/UX for Guides

Folders

• Recordings & Transcripts

  • Recordings general folder
  • Add Someone to 1Password, Add someone to Team Vault, 1Password Renewal
    • 📁
    • ⏺️

• Guides

  • Guides general folder
  • Add Team Members to 1Password Account
    • 📁
    • 🎉

Legend

📁 = Folder
✏️= Transcription
⏺️ = Recording
📝 = "As-Is"
🎉= Guide

Location of draft guide.

• Epic Issue hackforla/knowledgebase-content#132
• Add Team Members to 1Password Account

Comienza con el borrador de la guía «Añadir miembros del equipo a una cuenta de 1Password» en el Google Doc enlazado y revisa los puntos de acción completados y la grabación de apoyo. Prueba la guía con un miembro del equipo de Admin y, después, incorpora los pasos que falten o las correcciones necesarias. Se considera terminado cuando el equipo de Admin haya probado y confirmado la guía.