Use the text below, or create a revised version, and create a Client Task (to-do) template to welcome new clients to their workspace.
(this template is designed to be used in conjunction with the Client Hub resources added to the workspace from the Global Resource Library)
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Welcome to your workspace
Your new workspace is an easy to use, all-in-one portal where you can access everything you need to connect with our team, access files and respond to any requests we have for information. This will allow us to provide you with the best service possible.
Please take 2 minutes to review the items in the Resources section. These short documents will show you how it is to use all the valuable features of the portal.
Mark this item as done once you have read these documents.