Onboarding Tasks

This article walks through how to go through and complete all of the assigned onboarding tasks.

Once you have logged into the system, and completed the HubSpot initiated walkthrough of the system, you should work through completing the Spartech initiated training tasks.

To access your tasks:

1. On the left of the screen, click on “CRM” and then “Tasks”.
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2. Once you are on the tasks screen, you will see a list of onboarding tasks.
   1. If you do not see the list of assigned tasks, go to the “Assignee” filter and ensure that your name was the only name selected.
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   3. If your name is selected, and you are not seeing any tasks, reach out to your CRM admin.
3. Start working through the various tasks, starting with “1. Setup Two-Factor Authentication for you HubSpot Account”.
   1. Click on the task and then the following screen will pop up.
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   2. If you have done the task, for this task that would mean setting up 2-factor authentication, you can press “Mark Complete”.
      1. If you would like to get more information on how to complete the task, and what you need to do to mark it as complete, click on the task name in the text box.
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      2. You will then be taken to a screen that shows details on the task. To the right of the screen, scroll all the way down and you will see a “Notes” section.
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      3. This section will contain either a link to the HubSpot knowledge base, or information on the task. The knowledge base article will explain exactly how to complete the task, in this instance it will explain how to set up 2-factor authentication.
      4. Once you have completed the task, i.e. set up the authentication, go and mark the task as completed.
   3. Continue this process for all 23 of the tasks.

Your sales manager will continue to monitor your progress working through these onboarding tasks. It is encouraged for you to complete all of these tasks within 2 weeks of your onboarding.