Motion.io Full Setup Guide & Tutorial | Client Portals + Project Management

NOTE Since this video was published, we've released new features and significant improvements to Motion.io. For up-to-date support documentation on setting up and using Motion.io, visit our Knowledge Base: https://help.motion.io/

Are you looking for a single home base to work with clients? If so, you’re in the right place.

By combining fully white-labeled client portals with automated workflows, Motion.io enables you to provide a central hub for everything clients need to do, submit, or access throughout a project – while reducing the number of emails, meetings, and manual tasks required of your team to move projects across the finish line.

In this video, Motion.io Co-founder Sam Chlebowski walks through setting up a new account, creating your first project, assigning client tasks, and covering everything you'll need to know to start inviting clients to your Motion.io projects and portals.

Along the way, he'll explain additional features you and your team will use when managing projects that will help you deliver a better experience to each client you onboard in a more scalable, effective, and automated way.

Resources:
Try Motion.io for Free: https://bit.ly/3TTh0e3
How to Configure Your White-Label Settings:    • How to Configure Your White-label Set...  
How Automations Work in Motion.io:    • How Automations Work in Motion.io | C...  
How to Create Tasks & Project Stages:    • How Tasks Work in Motion.io | Collect...  

Video Outline:

00:00 - Introduction
00:43 - Adding Your Branding
01:21 - Creating Project Tags
01:50 - White-label Settings
02:24 - Adding Your Profile Picture
02:50 - Inviting Team Members
03:15 - Projects vs. Portals
03:44 - Creating Templates
04:44 - Default Portal Pages
06:26 - Editing Portal Pages
08:27 - Portal Page Automations
08:52 - Editing the Helpdesk Form
09:39 - Creating Project Stages
10:49 - Creating Client Tasks
12:26 - Creating Internal Tasks
13:19 - Task Automations
14:36 - Customizing Welcome Emails
15:12 - Apply Tags to Templates
15:40 - Adding Users to Templates
16:21 - Creating New Projects from Templates
17:04 - Inviting Clients to a Project
18:31 - Assigning & Sending Tasks
19:51 - Team Helpdesk View
20:52 - Team Chat View
21:24 - Conclusion