Concise Digital

CAP: Create a Task

Posted in by

on

Last updated on

What is CAP?

CAP is the Concise Digital Concise Access Portal

Prerequisites:

To access CAP you will need a

  1. Company Account with Concise Digital – if you are a client of Concise or Firefly, you will have one of these already
  2. CAP username/password – if you are a client of Concise or Firefly, and you do not know your login, please contact [email protected] and we will get one setup you for you asap.

Login:

Access CAP via https://clients.concise.digital and login with your email address and password.

Create a Task:

To create a task, click the “Submit a Task” button on the left hand side

Fill in your Task Request:

Title: A summary of the task request

Task Description: Detailed instructions. Use numbered dotpoints where possible

Task Type: Choose the most relevant task type to help us get your task to the right person as quickly as possible.

  1. “Website Query” – tasks related to your Website, if we look after multiple websites, include the domainname.com.au so we know which website
  2. “Digital Marketing” – tasks related to Digital Marketing, Google Ads, SEO, Social Media, Email Newsletters etc
  3. “Hosting Query” – tasks related to domains, hosting, ssl, emails etc
  4. “Accounts Query” – queries related to accounts

Priority: Choose the most accurate priority to help us prioritise work

  1. Critical – please only use this in emergencies/genuine mission critical scenarios as our team will stop all other work to address this as a priority
  2. High – use when a deadline is non negotiable
  3. Normal – default

Target Date: Choose an appropriate target date. We will do our best to meet this date or advise otherwise.

Attachments: Upload any supporting screenshots or attachments relevant to the job.

Submit your Task:

Once you have created your task, click Submit and all being well, you will receive a confirmation message and email.

Email Confirmation:

More Articles Like This

  • How To Reduce Shopping Cart Abandonment (New Concise Webinar)

    By

  • How To Reduce Shopping Cart Abandonment (The Concise 51 Point Guide)

    By

  • When to set up Google Analytics 4

    By