Admin Assistant Checklist
Admin assistant help G suite Admins through the critical steps of getting the setup done and becoming productive with G Suite. This will help Admins to onboard more end users seamlessly.
This checklist is designed to help G suite Admins through the critical steps of getting a setup done and becoming productive with G Suite.
1. Sign into Chrome browser.
(Optional) Setup a second personal profile or show how to use incognito mode to access personal Gmail accounts
2. Default Mail and Calendar tabs on startup.
3. Install Chrome apps: Gmail Offline, Drive, Docs, Sheets, Slides.
4. Review managed bookmarks: firm templates, end-user training site, support site, etc.
We need to Log into Gmail (Optional) review authentication flow for SSO and 2-Factor if necessary.
2.Setup inbox and turn on important settings
Setup mail signatures
How to set a vacation responder
Setup Undo Send and select the longest interval
Turn on keyboard shortcuts
Helpful labs (optional): Right-side chat, Canned Responses, Custom keyboard shortcuts, Preview Pane, Unread message icon.
Review basic navigation components
Compose, Labels, Archive, Trash, Chat, Settings
Search basics and Advanced Search
Address differences from Sort and how to replicate wit “from:<name>” operator)
Confirm mail delegation request
Note: Manager(s) will need to grant access in the Account section of Settings
Review how to toggle between personal and delegated profiles and send mail on behalf of the manager
Walk through productivity tips
Setup the calendar and turn on important settings
Set a current timezone in Settings
(Optional) set a secondary time zone for those who travel often
Set the default view (e.g. to Week)
Set default notifications for primary calendar to pop-up at 10 min AND 1 min prior to meeting start (this mitigates not having a snooze option)
(Optional) Enable World Clock lab for those who travel often
Set gentle notifications tab
How to schedule a meeting with Hangouts included
How to add guests and reserve a room
How to look up free/busy
How to add a note to a response
How to mark a guest as optional
How to set an all-day meeting
How to repeat a meeting
Show how to toggle between calendars
Show how to toggle calendars on/off
Create a custom team calendar (e.g. staff vacation calendar)
Show how to navigate to Drive and each of the editors (e.g. Drive.google.com, Docs.google.com or with the checkerboard icon)
Turn on Offline Sync option
(Optional) Install and configure the Drive Sync client
(Optional) Change Drive view to list view (default starts at grid view which)
(Optional) Add corporate shared templates folder to My Drive to demonstrate how to add to Drive
Add files to Drive from Gmail or from inside a document (folder icon next to title)
Add file/folder to Drive (e.g. corporate shared templates)
Create a document (e.g. Project Status or whatever they frequently create in legacy product
Share a document
Add a comment
Find revision history
Save as MS document or PDF