Daily Tasks Guide - How To Do Daily Tasks

• How to upload a project
• How to Start or Create a New Project | Step-by-Step SOP
• How to transfer a website
• How to close a project
• How To Get Review From Review Left Client & Update it Properly
• SOP – Handling & Uploading Client Changes (Revisions)

How to upload a project

• Create a new project on ClickUp with the name of the client Name with Country Like Name (Country)

• Create a folder with the client name in this account drive (smtp…) and paste this folder link to the click-up description section as shown in the photo.

• Take screenshots of all chats of the client bout conversion and order chat download and download all the images, videos, and files from the client chat.

• Upload all the data to the drive must use this account (SMTP…) when uploading the data to the client folder.

• Create a subdomain with the same name that we use for click-up and paste links in the clickup description section as shown in the photo.

• Upload client logins to the Client Login list.

• Upload client inspirational website links at the bottom of the click-up description as shown in the photo.

Note: Use the same format in the description section whenever uploading the project. As shown in the photo.

 

• Send all the important links to the Discord Activity section that are difficult to copy from screenshots and other important links.

• Send if have done meeting. all the meeting links to the Discord Activity section.

• Update the order date on ClickUp if the order is in progress.

• Set the priority tag with the help of the Order Tag SOP’s.

Changes the status of that project with the help of Order Status SOP’s.

How to Start or Create a New Project | Step-by-Step SOP

Purpose

This SOP outlines the step-by-step process for uploading a new client project. It ensures that every project is properly documented, organized, and tracked from the beginning, maintaining consistency and data security across all team members.

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1. Requirements Checklist

Before starting the project upload process, make sure you have collected the following items from the client:

• ✅ Inspirational Website(s) (reference links or design examples)

• ✅ Logo (in PNG, SVG, or vector format)

• ✅ Content (text, images, and any brand material)

• ✅ Login Details (WordPress, hosting, domain, or cPanel)

• ✅ Total Pages and Their Names (complete sitemap if available)

• ✅ Any Specific Notes (special requests, colors, fonts, or functionality)

Ensure all of these materials are complete before proceeding.

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2. Project Uploading Steps

Step 1: Create a New Project in ClickUp

• Open ClickUp and create a new task/project.

• Use the following naming format:
  Client Name (Country)
  (Example: John Smith (USA))

• Add the project under the appropriate workspace or list (e.g., “Active Projects”).

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Step 2: Create a Folder in Google Drive

• Log in to the official SMTP Drive account (company-managed Google Drive).

• Create a new folder using the same name as the ClickUp project.
  (Example: John Smith (USA))

• Copy the folder link and paste it in the ClickUp Description section — as shown in the reference photo.

• This folder will contain all client files, media, and communication records.

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Step 3: Collect and Upload All Client Data

• Take screenshots of all client chats, including conversion and order chat.

• Download all images, videos, documents, and other files shared by the client.

• Upload everything to the client’s folder in the SMTP Drive account.

• Double-check that all files are uploaded correctly and organized in labeled subfolders (e.g., “Logo,” “Content,” “References”).

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Step 4: Create a Subdomain for the Project

• Create a new subdomain using the same name used in ClickUp.
  (Example: johnsmith.youragencydomain.com)

• Upload the project files or WordPress installation to this subdomain.

• Paste the subdomain link in the ClickUp Description section below the Drive folder link (as shown in the reference photo).

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Step 5: Add Client Login Details

• Add the client’s login credentials (WordPress, hosting, or domain) to the Client Login List spreadsheet or document.

• Ensure the credentials are stored securely and accurately.

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Step 6: Add Inspirational Website Links

• At the bottom of the ClickUp description section, paste the inspirational website links shared by the client.

• Follow the same structure shown in the reference photo to maintain consistency.

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Step 7: Update Discord Activity Section

• Go to the Discord Activity channel.

• Send all important links that are difficult to copy from screenshots (e.g., Drive folder, subdomain, or project file links).

• If a meeting was held with the client, also send the meeting link and notes to the Discord Activity section for tracking.

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Step 8: Update Project Information in ClickUp

• Update the order date in ClickUp if the order is still in progress.

• Set the priority tag following the Order Tag SOP.

• Update the status of the project according to the Order Status SOP.

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Important Notes

• Always use the same description format inside ClickUp as shown in the reference image.

• Ensure all uploaded materials are stored under the official SMTP Drive account only.

• Maintain a professional and organized structure for every project — no personal accounts or local storage should be used.

• Double-check all links (Drive, subdomain, etc.) before marking the project as uploaded.

How to transfer a website

Subdomain

• Step1-Delete plugin Envato elements Also save the template kit name to ClickUp

• Step2-Checking favicon

• Step3-Tick the Checkbox from Setting -> Reading Settings ->  (Discourage search engines from indexing this site)

• Step4-Back-up (All-in-One WP Migration)->file->Export->download

Client website

• Step 1- (If the website is shown )Then Back-up (All-in-One WP Migration)->file->Export->download  (If not any website on the client website then not necessary to make a backup)

• Step 2- Upload and Install (All In One Migration) plugin    Note: Here use (ALL IN ONE 100GB) that we saved on our computer 

• Plugins Name-(Big File Uploads)

• Step 4- Import the file that we download from our subdomain 

• Step 5- Refresh and log in again with the username and password that was our Sundomain has (Marshal@007)

• Step 6- Update permalinks from the setting 

• Step 7- UnTick the Checkbox from Setting -> Reading Settings ->  (Discourage search engines from indexing this site)

• Step 8- Checking in incognito if not loading images or pages may be a case issue ( how to solve: install the plugin (file manager) delete file htaccess and then update Permalinks from setting It will be working)

• Step 9- Checking Email from the contact form page and change all our email using clients' email --- from -> Setting-> ( by using this address after URL     eg, ---https://abc.com/wp-admin/options.php---

• Step 10- Delete all the extra Plugin, themes, posts, and pages from the trash 

• Step 11- Installing security plugins ---> Wordfence, Enhancement, Itheme, wp-limit, Yoast SEO, and SMTP (only website that has contact form install smtp)

• Step 12- Update on ClickUp changes status and add tag name Transfer 

• Step 12- At the time when we send login to the client add a new user and password

 

How to close a project

Project closing steps:

• Confirm Login Details are saved  (client website list) and make sure sent to client... Login Details
  

• Make AllInOne Backup from the client's website and delete (All In One Plugin) If Clinte has changed the Login Make a backup from our subdomain

• Send backup to the client if the Review is done else save it on the computer and send him after the review time, which is 30 days. And assign a label (review left) to that client  

• Changes labels on Fiverr As to (Marshal)

• Delete the Subdomain but first confirm you have made a backup of this same website may be from the client domain

• Change the label to close on Clickup.
  
  Client Website Logins List   Elementor Client List 

   

   

How To Get Review From Review Left Client & Update it Properly

SOP – Handling & Uploading Client Changes (Revisions)

🎯 Objective

Ensure all client-requested changes are:

• Properly documented
• Safely stored
• Clearly communicated
• Correctly tracked in ClickUp

No data loss. No missed instructions. No confusion.

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🧱 Scope

Applies to:

• All Fiverr website projects
• All revision / change requests (1st, 2nd, 3rd… onwards)

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⚠️ Core Rules (Non-Negotiable)

• ❌ Never overwrite old files
• ❌ Never rely only on chat memory
• ❌ Never skip screenshots
• ✅ Every change request must have its own folder

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🧭 Step-by-Step Process

🔹 Step 1: Create Changes Folder (Mandatory)

In the project Google Drive:

• For first revision:

changes_1

• For second revision:

changes_2

• Continue sequentially:

changes_3, changes_4 …

🚫 Never rename or reuse an old changes folder.

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🔹 Step 2: Capture Client Messages (Proof Required)

Take screenshots of:

• Fiverr Order Chat
• Fiverr Inbox / Conversation Chat ( Using Go Full Page Extension. )

These screenshots must clearly show:

• Client instructions
• Date & time
• Any links or files mentioned

📸 Screenshots are mandatory even if the message is “simple”.

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🔹 Step 3: Download All New Client Data

Download everything the client sent, including:

• Images
• PDFs
• Docs
• Links (save in a text file if needed)
• Voice notes (if any)

🚫 Do NOT rely on external links staying active.

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🔹 Step 4: Upload Data to Changes Folder

Upload the following into the relevant changes_X folder:

• All downloaded files
• All chat screenshots
• Any notes or clarifications (if required)

Upload using the Upastra Drive And client folder only account only

(no personal accounts allowed).

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🔹 Step 5: Discord Update (Carl-bot – Mandatory)

In the client’s Discord thread → Activity section:

• Use Carl-bot quick commands only
• Do NOT type manual messages

Use the command matching the change round:

/changes1  → First round

/changes2  → Second round

/changes3  → Third round

…

/changes10 → Tenth round

📌 Carl-bot already contains predefined messages.

Rules:

• Command number must match the Drive folder (changes_1, changes_2, etc.)
• Always use the next sequential command
• Never reuse or skip a number

🚫 If a change round is not logged via Carl-bot, it is not considered an official revision.

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🔹 Step 6: Update ClickUp Activity

In the ClickUp task → Activity / Comments section:

• Add a short update: Changes : 1 , Changes : 2

Note: For First draft reply also add the positive, negative or moderate feedback from the client based on the client messages.

🔹 Step 7: Update Project Status

Finally:

- Change the task status to:

  New Changes

🚫 Do not move the status before all previous steps are completed.

🔍 Quality Check (Before Status Change)

Confirm all are done:

• - Changes folder created ✔
• - Screenshots taken ✔
• - Data downloaded ✔
• - Files uploaded ✔
• - Discord updated ✔
• - ClickUp updated ✔

If even ONE item is missing → stop.