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Scoped

THE SCOPED LEARNING CENTER

A little learning.
A lot more clarity.

Get to know Scoped, one useful lesson at a time. From your first workspace to a well-run project, learn how to keep the whole job connected.

6 courses35 lessonsAbout 160 min
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Course 01

Start with the essentials

Find your way around, capture a task, and keep the right work in view.

  1. Getting around Scoped4 min lessonKnow where to keep client information, plan work, and review updates.
  2. Return to your work with Focus4 min lessonResume an assigned issue with enough context to continue.
  3. Turn an inbox capture into work4 min lessonTurn an unshaped capture into assigned work.
  4. Create and update an issue4 min lessonCreate a task with a clear outcome, owner, and place in the plan.
  5. Connect issues and supporting files4 min lessonShow a dependency and attach the context needed to act.
  6. Manage notifications and followed work4 min lessonFind relevant changes and manage how you follow a record.
  7. Find and restore a record4 min lessonFind work with search and recover an archived record.
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Course 02

Plan and deliver your work

Bring tasks together into projects, checkpoints, and a clear plan for the team.

  1. Build a project delivery plan4 min lessonSet up a job and organize the issues that deliver it.
  2. Set a meaningful milestone4 min lessonGroup project issues under a meaningful checkpoint.
  3. Write a useful status update4 min lessonPublish a short project or initiative update that explains the next step.
  4. Connect projects to a broader goal4 min lessonGroup multiple projects under an outcome and review them together.
  5. Understand cycles4 min lessonUnderstand what a cycle contains and how to review its progress.
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Course 03

Build client relationships

Keep people, opportunities, and the next conversation connected.

  1. Keep client history with a company4 min lessonUse a company page to find the people, opportunities, and jobs connected to a client.
  2. Add the people you work with4 min lessonSave a person and associate them with the relevant company and deal.
  3. Save useful client context4 min lessonKeep an agreement or observation linked to the records it concerns.
  4. Track an opportunity with a deal4 min lessonRecord an opportunity and move it through a stage that reflects reality.
  5. Give the next client action an owner4 min lessonSchedule a client action with an owner and a due time.
  6. Find gaps in the client handoff4 min lessonFind open deals with no next step and won work awaiting kickoff.
  7. Import client records from CSV4 min lessonReview mapped records and possible duplicates before committing an import.
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Course 04

From agreement to delivery

Practice complete workflows that carry context from one step to the next.

  1. Turn a won deal into a project6 min lessonCarry the client relationship into a reviewed delivery project.
  2. Start work with a kickoff template6 min lessonCreate a linked project and a reusable starting set of tasks.
  3. Plan project work into a cycle6 min lessonChoose a realistic period of work while preserving project context.
  4. Close a cycle and carry work forward6 min lessonClose a period without losing unfinished issues or misrepresenting completion.
  5. Connect a goal to delivery work6 min lessonShow how an initiative, project, milestone, and issue relate.
  6. Hand work to a teammate with context6 min lessonMake a handoff understandable through assignment, context, and a selected mention.
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Course 05

Quotes, invoices, and closeout

Learn the customer-invoicing pilot, from a reviewed quote to a settled job.

  1. Prepare a quote for client review4 min lessonPrepare and review a quote before a person sends it to the client.
  2. Create and review a customer invoice4 min lessonCreate a reviewed invoice and understand its balance and activity.
  3. Set up recurring invoices4 min lessonSchedule future invoice creation and choose whether each invoice is reviewed or sent.
  4. Start a project from an accepted quote6 min lessonConnect acceptance, the won deal, invoice, and reviewed project kickoff.
  5. Complete delivery and close out a job6 min lessonUnderstand delivery completion, financial settlement, and the resulting closeout state.
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Course 06

Set up your connected workspace

Shape your workflow, connect an assistant, and explore captured conversations.

  1. Set up teams and workflows4 min lessonUnderstand how teams, statuses, labels, and members shape the work views.
  2. Connect your assistant to Scoped4 min lessonAuthorize a specific workspace and verify an assistant can read it.
  3. Review conversations waiting on you4 min lessonReview captured conversations and record what happened to each one.
  4. Verify an assistant’s update6 min lessonAsk for a specific change using names and verify exactly what was saved.
  5. Turn a conversation into a next step6 min lessonConnect a captured inquiry to a contact, opportunity, and owned follow-up.
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A little extra help

Find your way forward.

Looking for a quick answer or working through a problem?

Guides & troubleshootingAccount access, setup, and common issues.Frequently asked questionsClear answers to the questions that come up.Talk to the Scoped teamGet help with your workspace.

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Explore the courses

CourseStart with the essentialsFind your way around, capture a task, and keep the right work in view.CoursePlan and deliver your workBring tasks together into projects, checkpoints, and a clear plan for the team.CourseBuild client relationshipsKeep people, opportunities, and the next conversation connected.CourseFrom agreement to deliveryPractice complete workflows that carry context from one step to the next.CourseQuotes, invoices, and closeoutLearn the customer-invoicing pilot, from a reviewed quote to a settled job.CourseSet up your connected workspaceShape your workflow, connect an assistant, and explore captured conversations.

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