By now, you must already have your credentials and access to your Client Portal dashboard.
In this guide, we will show you how to create a ticket and get the support you need. By following these steps, you can quickly and easily communicate your requests to the support team and resolve any obstacles that may be hindering your success.
Step 1: Log in to the Client Portal
- Access the Client Portal using your login credentials: https://projects.obi.services/
Step 2: Navigate to Project
- Locate the “Add Task” on the upper right Menu.
- Click on the “Add Task” button.
Step 3: Provide Task Information
- Fill in the required fields in the task creation, such as:
- Task Name: A brief and descriptive summary of your issue or request.
- Task Description: A detailed description of your task.
- List: The category that best fits your task, such as Data Entry Task, Software Support, Content Writing, or Team VA Plan.
- Status: Set the Status as New Task
Step 4: Add a Task
- Review the information you have provided and make any necessary corrections. Click the “Add a Task” button to create the task.
Step 5: Monitor Task Status
- After creating the ticket, you can monitor the current ticket status on the Tasks menu.
- You will be able to see the status of the task:
- Being Reviewed: The task is currently being reviewed by the team.
- Needs More Info: The team requires more information about the task. E.g. credential or files.
- In Progress: The task is currently worked on by the team.
- QA: The task is under QA with the team and Project Manager.
- Completed: The task is completed by the team and is submitted to the client.
The team will also provide you with updates and additional information as needed. We usually respond within 24 hours.
There you have it!
Congratulations on creating your first ticket! If you have further inquiries, don’t hesitate to create a task in your Project, or you can chat with us using the chat widget. See the picture below.
