ORIGIN Onboarding Tests
Act 07, How ORIGIN runs Section 01 of 11

Use this section on your first day. ORIGIN runs on a small set of tools. The tables show which tool does which job, and what that means for you.

1Place where work is written down: Asana
EmailWhere a client's approval comes
24hTo write a decision into Asana
See the tools
Part 1

The tools for the work

People & Culture gives you access to the tools your role needs.

The jobThe toolWhat it means for you
Tasks and projectsAsanaThe single record of work: the one place where our work is written down.
FilesOneDrive and SharePoint, Microsoft's file storageEvery file is kept here and linked from Asana, never attached.
Leads and dealsPipedriveAct 05 explains it.
Time trackingHubStaff or UpWorkRecords your hours. Your line manager tells you which one applies to you.
Slides and designPowerPoint, Illustrator and Claude DesignAlways start from an approved ORIGIN template.
AIClaude, on the company accountSections 09 and 10 of this act explain how we work with it.

Two more you will hear about

The Cashflow Team's softwareThe Cashflow Team keeps the company's accounts in its own software.
ORIGIN OneOur own platform, coming soon, which will bring much of this together.

A colleague needs the latest version of a deck. How does it reach them?

Files are linked from Asana, never attached.

Remember

Work is written down in Asana. Files are linked from it, never attached.

Part 2

Talk anywhere, decide in writing

The jobThe toolWhat it means for you
Email and calendarMicrosoft OutlookYour company account only. No personal email for ORIGIN work.
MeetingsMicrosoft TeamsRecorded with Loom Notetaker, the only recorder we allow.
Talking inside ORIGINMicrosoft Teams and WhatsAppWhatsApp is for talk only. Decisions are not kept there.
Talking with clientsEmail and WhatsAppA client's approval comes by email. WhatsApp is for talk only.

How fast we reply, during your working hours

60minutes, on WhatsApp
2hours, on Asana
4hours, by email
The 24 hour rule for decisions

A decision made on a call or in WhatsApp is written into Asana as a comment within 24 hours. Until it is written there, it has not happened.

A client approves a new launch date on a WhatsApp call. You thank them. What comes next?

The approval is in writing, and the decision is in Asana.

Remember

Talk anywhere, decide in writing, record in Asana.

Your part

Before you move on

Three questions before you move on. Type your answer, send it, then check it.

Your answers stay on this device.

1Where is our work written down, and where are files kept?

The answerWork in Asana. Files on OneDrive and SharePoint, linked from Asana, never attached.

2How fast do we reply on WhatsApp, on Asana and by email?

The answerWithin 60 minutes, 2 hours and 4 hours, during your working hours.

3What is the 24 hour rule for decisions?

The answerA decision made on a call or in WhatsApp is written into Asana as a comment within 24 hours.

Answer all three and this section is yours.
ORIGIN

Talk anywhere. Decide in writing.

What is written down, the whole team can rely on. That is one team. Next: Asana is the record.

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