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Deliver to client×
Google Drive for documents and designs, Dropbox for video. Share it as "anyone with the link", or the client will hit a request-access page.
For a file with several decisions in it. The client answers each one.
Photos, access, a date. Each one is its own ask with its own due date.
Ask the client for something×
Add a reminder×
My Reminders×
Reminders you set for yourself. Each one comes to your bell and your email at the time you choose. Nobody else sees them.
New reminder×
A blank line starts a new paragraph. Lines starting with "- " become bullets. **Two stars** make bold.
Edit wording×
"Hi Barbra," is added above the message for you. A blank line starts a new paragraph. **Two stars** make bold.
Send an update×
This goes out straight away and lands in their Updates tab, where they can reply to it. It does not count as their weekly update.
Weekly update×
Add Episode
Add Client
Team Assignments
Assign team members to roles for this client. Tasks auto-route to the assigned member by default.
Invoice Log
Contract
Forms
Activity Log
Revenue goal
One number for the whole year. Each month is measured against its even share of it, so a month reads as ahead of pace or behind.
Client Health
Add Campaign
Tick everything this campaign is made of. A campaign that runs an event, posts about it and mails the list is all three.
Tick every page this campaign sends people to. A page belongs to one campaign at a time, so ticking one that is already on another campaign moves it here.
The utm_campaign value you put on this campaign's links and QR codes, as in ?utm_campaign=medical-gap-review. Any visit arriving with that tag counts as a visit to this campaign, whichever page it lands on. Leave it empty and the campaign counts visits to its landing pages only.
Platform
Add Landing Page
Lower case, no spaces. This is what the snippet sends and what tells one page's views from another's. It cannot be shared with another page.
A lead captured from this page is filed under this vertical. None leaves the lead blank.
Tracking snippet
Paste this immediately before the closing </body> tag on the page. The slug is already filled in, so nothing in here needs editing.
Nothing is recorded until this is on the page. A landing page with no snippet reads as one nobody visited.
Add Post
Add Lead
Where it came from
Dates
Add Prospect
Online
Contact
Address
Ads
Email sequence
Email 2 is due 5 days after Email 1, and Email 3 14 days after Email 1. The dates fill in on their own.
Follow-up
Notes
Ask for changes
This goes straight to the team working on it.
A marked up file, a screen recording, a document of comments. Anything we can open.
Give someone portal access
This is what they sign in with. It cannot already belong to a team member or to another client.
Ordering and labelling only. What they are emailed about is the checkboxes on their row.
Everyone with access sees everything in this client's portal. There is no partial view.
Send the welcome to Atrium
Appears near the top of the email, after the opening message. Leave it empty and nothing is added. It is kept with the send and offered again if you resend.
Ask the client for something
Operations chases this and answers it back onto your task.
Parks the task on Waiting on Client. It is not overdue and not done while it sits there.
Answer this ask
Reply to request
Release to the client
Three business days unless you change it. They are reminded the day before, and you are told if it passes with no answer.
Accept as task
The client's words are a starting point. Write what the team has to do.
Prefilled from the request. Edit it into instructions.
Emails them and shows the request as In Progress in Atrium.
Task
Submit for Review
Review Submission
Submitted By
Notes from Submitter
Add Video Job
Add Expense
Type anything. A category you have not used before is created when you save.
Who gets paid
Everyone on the team roster is already offered on the payment forms. This list is for people who are paid but do no work in Atrium, so they never needed a login.
Add Resource

Click to upload image or PDF

Add Recurring Task
A reminder is marked done by whoever owns it and notifies nobody. Submit for review sends it to an admin to approve.
Add Team Member

Click to upload photo

Work reaching Ready for Review, work marked Completed, and comments or status changes on anything nobody is assigned to. Only applies to members with Admin access, and never affects what they can open. Their own tasks, their own mentions and comments on their own work arrive either way.
Founder level. Separate from Admin: somebody on Admin (all) still cannot see the CEO Dashboard unless this is ticked.
The check-in screen on their first sign-in of the week, asking for a status update on each task of theirs due that week. Untick to exempt this person. The video team is exempt already, by department, and this box does not change that.
Service
Forms
Onboarding Email Preview
Sent from notifications@adodemedia.com. Their Atrium access is created first, so the sign in this email offers them works when it lands.
Add Meeting
Internal follow-up out of this meeting, so the list is Operations only. It carries the client for context but does not join the client's project.
Written separately from the agenda and notes above, which stay internal. Nothing here is filled in for you.
Add SOP
Log Time
Add Episode
New Form
Form Fields
Add Revenue Entry
Send a Form
Send forms with a message
One email to one person: your message, a link if you add one, and each form you tick. The message is also added to their Updates tab in Atrium.
With a due date they get one reminder for the set: 3 days before, on the day, then 3, 6 and 9 days late.
Form
Prepare
Submission Details