Daily SayPro Website Workflow Checklist
🔐 1. Log In
- Go to: SayPro Website
- Use your assigned credentials
- Ensure Two-Factor Authentication (2FA) is enabled (if available)
🗂 2. Check Daily Dashboard / Task Panel
Navigate to:
- Dashboard > My Tasks
or - Staff Portal > Assigned Tasks / Notifications
✔ Look for:
- New assignments
- Due deliverables
- Approval requests
- Collaboration invitations
- System messages or alerts
📥 3. Review Assigned Deliverables
For each task, verify:
- Title and brief
- Deadline
- Status (e.g. in progress, awaiting review, overdue)
- Supporting documents or reference links
- Responsible collaborators
🗃 4. Upload Completed Deliverables
Navigate to the relevant section, depending on the task type:
- Documents → for reports, proposals, summaries
- Projects/Programs → for ongoing assignments
- Courses/Training → for SCORM uploads or curriculum files
- Media Uploads → for infographics or visuals
✔ Follow naming conventions (e.g. SCRR15_May2025_ImpactBrief_v2.pdf)
✔ Add task notes or comments if needed
📧 5. Log Notes / Communicate
- Use built-in chat or discussion feature if clarification is needed
- Post updates to the task thread (progress, blockers, handover notes)
📊 6. Track Your Submissions
- Maintain a personal or team log using Google Sheets or Notion:
- Date
- Task Name
- File(s) uploaded
- Status (submitted, approved, revisions requested)
- Comments
🔁 7. Repeat at a Set Time Daily
Set a recurring 15–20 minute calendar block (e.g., 8:30 AM daily):
- Log in
- Check tasks
- Upload/update
- Communicate
🚀 Optional Enhancements
- Integrate SayPro’s dashboard with Google Calendar or Slack (if supported)
- Set up email notifications for new task alerts
- Use browser bookmarks and password manager for fast access
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