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Get UCPS Part 2

1 – Kitchen Basics

What is Kitchen? (vs CRM vs Notion, etc)

Which plan is right for you?

Starting With a Free Plan

Domain & Email Setup Tips

Sidebar Navigation

General Settings

Project Folders & Settings

Tips for Rearranging Sidebar Items

Adding & Finding Project Files

Permissions & Roles

Setting & Managing Your Notifications

Archives & Trash

Inviting Clients to Kitchen

Impersonate a Client

Managing Clients in Kitchen

Creating Project Templates

Email Signatures

Mobile App

Support: Help & Feature Requests

GDPR Compliance

Kitchen's YT Playlist

QUIZ: Kitchen Basics Check

QUIZ: Kitchen's GDPR Check

2 – Task Boards, Milestones & Reminders

Creating a New Task Board

Customizing Your Task Board

Task Details, Views & Settings

Bulk Managing Tasks & Messages

Emailing Tasks to the Board

Task Mentions in Descriptions

Repeating Tasks (Automated)

Easy Task Cleanup on Boards

Hiding Internal Tasks from Clients

Tip: Editing Custom Fields

Milestones

Reminders

QUIZ: Kitchen's Tasks Basics

3 – Conversations (Messaging)

Message Features, Access, & Editing

Sending & Receiving Messages

Conversation Basics Settings

File Attachments

Saved Replies

QUIZ: Kitchen's Conversations Basics

4 – Embeds & Links

Linked Assets

Video Embeds & Limitations

Forms Embeds

Doc & Page Embeds

Calendar Embeds

Cloud Storage & Websites

Customizing & Organizing Embeds

QUIZ: Kitchen's Embed Basics

5 – Docs, Invoices & Quotes

Docs

Quotes

One-Time Invoices

Recurring Invoices

QUIZ: Docs & Money Basics

Bonuses!

Canva Templates

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