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      "id": "comece",
      "name": "Start here",
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      "name": "Creative",
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      "name": "Client approval",
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      "id": "lancamento",
      "name": "Launch",
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      "id": "encerrados",
      "name": "Closed",
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      "id": "ajustes",
      "name": "Adjustments",
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    {
      "id": "item-1",
      "listId": "comece",
      "title": "1. Turn on sub-accounts as Clients",
      "description": "**Why:** each of your agency's clients becomes a sub-account. That's what keeps each client's jobs apart and lets their contact approve only what's theirs.\n\n**How to do it:**\n\n1. Open **Administration › Account**.\n2. Switch on **Turn on sub-accounts**.\n3. In **Call them**, choose **Clients**.\n\n**Done when:** **Manage clients** shows up on the account page.",
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      "position": 0,
      "createdAt": "2026-10-01T02:54:59.989Z",
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    },
    {
      "id": "item-2",
      "listId": "comece",
      "title": "2. Add your clients",
      "description": "**How to do it:** in **Administration › Account › Manage clients**, create a **New client** for each company the agency works with, with a name, color and photo.\n\n**What comes with it:** each client you create automatically gets a list of its own, **Lista - {client name}** (you can rename it). Use it for that client's backlog, ideas, one-off tasks and brainstorming.\n\n**Heads up:** this list starts open to the client, which means their contact sees and can complete whatever is in it. For internal ideas, open the list settings and set **Clients who see it** to **None**.\n\n**Done when:** all your active clients are added.",
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      "done": false,
      "completedAt": null,
      "position": 1,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-3",
      "listId": "comece",
      "title": "3. Choose who's in each stage",
      "description": "**Why:** the template's lists arrive set to **Admins only**. Your team only sees the stages after this step.\n\n**How to do it**, in each list's settings, under **Who’s in**:\n\n- **Planning, Content, Creative, Implementation, Review, Launch and Adjustments:** **Everyone in the account**.\n- **Client approval:** **Specific people**, with whoever handles account management. These are the people who get the **Guest completed** notification when the client approves.\n- **Closed:** account management.\n\n**Tip:** people who only execute (a freelancer, for example) can get **Can view**. They see the job and complete it, and the job moves on, but they can't edit the brief.\n\n**Done when:** each person on the team sees the stages they work in.",
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      "done": false,
      "completedAt": null,
      "position": 2,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-4",
      "listId": "comece",
      "title": "4. Open Client approval to your clients",
      "description": "**Why:** the client should only see what's waiting for their approval, and only their own company's jobs.\n\n**How to do it:** in the **Client approval** list settings, under **Clients who see it**, choose **All clients**. The other stages stay on **None**.\n\n**Careful:** a job with no client tagged shows a crossed-out eye in this list. That means no guest sees that job.\n\n**Done when:** only Client approval (and each client's own list) is open to clients.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 3,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-5",
      "listId": "comece",
      "title": "5. Turn on the Key date and check your working hours",
      "description": "**Key date:** in **Administration › Account**, switch on **Use key date**. Use the Key date as the publish or launch day of each job. It stays fixed while the job moves through the stages, and the client sees it too.\n\n**Working hours:** on the same page, under **Business days and hours**, check the agency's days and hours. Each stage's deadlines are counted in business time based on them.\n\n**Done when:** the Key date shows up on jobs and your working hours are right.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 4,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-6",
      "listId": "comece",
      "title": "6. Invite each client's contact",
      "description": "**How to do it:** on the client's profile, invite whoever approves on their side, by email or by link.\n\n**How it works for the client:**\n\n- Guests are free, unlimited and don't take a seat.\n- A guest only sees their own company's jobs, in the lists open to clients, with title, description, Key date and attachments.\n- They can only complete: completing is approving. After completing, they have a few seconds to undo.\n- It works on the web and in the iPhone app.\n\n**Testing tip:** create a test client and invite yourself with another email to see exactly what your client sees.\n\n**Done when:** each client's contact accepts the invite.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 5,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-7",
      "listId": "comece",
      "title": "7. Agree on the workflow rules with your team",
      "description": "- **Every job named with the same pattern:** `[Type][Client] - Title`, for example `[Post][Laurence] - Collection launch` or `[Email][Laurence] - Event invitation`. With type and client up front, anyone can find the job by searching, in the panel or in the Organizer. When you create it, also type `#Client` to tag the client: the `#Client` disappears from the title and the job comes in with the right client.\n- **Completing sends the job to the next stage**, with a new deadline.\n- **Whoever works on a job Pulls it.** The job goes into that person's daily checklist, and everyone sees who has it. Ran out of time? Push sends it back.\n- **Jobs that need implementation:** in **Creative**, use **Move to… › Implementation** instead of completing, and set the deadline. Completing in Implementation sends the job to Review.\n- **The client asked for changes** (over chat, by email or in a meeting): the account manager notes the request in the job description and uses **Move to… › Adjustments**, setting the deadline. Completing in Adjustments sends the job back to Client approval.\n- **In Closed:** check the link to what was published and the final files, then complete. The job closes for good. Don't use **Clear completed** in this list if you want to keep the history.",
      "dueAt": null,
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      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 6,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-8",
      "listId": "comece",
      "title": "8. Take the sample job through the workflow",
      "description": "There's a sample job in **Planning**. Use it to see the whole workflow before you start on real jobs:\n\n1. Tag the job with the test client (the item's **Client** field).\n2. Complete it in **Planning** and watch it arrive in **Content** with a deadline.\n3. In **Content** and **Creative**, **Pull** it to see how the team picks up a job.\n4. Keep completing it until it reaches **Client approval**.\n5. Sign in as the test client and approve it.\n6. Watch the job arrive in **Launch** and then in **Closed**, and complete it to close it.\n\nAlso test **Move to…** from Creative to Implementation and from Client approval to Adjustments.\n\n**Done when:** the sample job is completed in Closed.",
      "dueAt": null,
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      "done": false,
      "completedAt": null,
      "position": 7,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-9",
      "listId": "comece",
      "title": "9. Match the deadlines to your agency's pace",
      "description": "Each stage gives the job a deadline when it moves to the next one (list settings › **Connected list** › **Estimate**):\n\n| On arrival in | Deadline |\n|---|---|\n| Content | 1 business day |\n| Creative | 2 business days |\n| Review (from Creative or Implementation) | 1 business day |\n| Client approval | 3 business days |\n| Launch | 1 business day |\n| Closed | 1 business day |\n| Client approval (from Adjustments) | 2 business days |\n\nAdded up, that's about 8 business days between Planning and Launch. Start each job at least two weeks before its Key date.\n\n**Done when:** the deadlines match your team's real pace.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 8,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-10",
      "listId": "comece",
      "title": "10. Connect your AI agent (optional)",
      "description": "**How to turn it on:** in **Administration › AI agents**, switch on **Allow AI connections** and choose **Read only** or **Read and edit**. Then each person connects their own agent (Claude, ChatGPT or another MCP-compatible app) at getexperto.com/app/mcp. The AI only sees what that person sees.\n\n**Account context:** on the same page, in **Account context for the AI**, write who your clients are, what each one is like and the job naming pattern (`[Type][Client] - Title`). That's where the AI gets the tone for briefs and the name of each job.\n\n**Example requests:**\n\n- \"Create in Planning the jobs from #Client's November content plan, with the brief in the description and the publish date as the Key date.\" (up to 50 jobs per request)\n- \"What has been waiting for client approval for more than 3 days?\"\n- \"Move job X to Adjustments with a deadline of tomorrow.\"\n\nThe AI never deletes anything.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 9,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
      "deletedAt": null
    },
    {
      "id": "item-11",
      "listId": "planejamento",
      "title": "[Carousel][Example Client] - Collection launch",
      "description": "This is a sample job. Take it through the workflow following step **8** of **Start here** and, at the end, complete it in **Closed**.\n\n**Job name:** `[Type][Client] - Title`. The type is the deliverable (Post, Carousel, Story, Reels, Email, Landing page, Campaign).\n\n**Brief template** (copy it into real jobs):\n\n- **Client:** tag it in the Client field, or type #ClientName when you create the job (the #ClientName leaves the title and tags the client).\n- **Goal:** what the job needs to drive (sales, sign-ups, reach).\n- **Format and channel:** for example, a 6-slide carousel for Instagram.\n- **Publish date:** in the Key date.\n- **Key message:** the idea your audience needs to get.\n- **References:** attach files or paste the links.\n- **Deliverables:** slide copy, caption and final artwork.\n- **Needs implementation?** No. If it does, in Creative use **Move to… › Implementation**.",
      "dueAt": null,
      "durationMinutes": null,
      "startAt": null,
      "startMode": "auto",
      "done": false,
      "completedAt": null,
      "position": 0,
      "createdAt": "2026-10-01T02:54:59.989Z",
      "updatedAt": "2026-10-01T02:54:59.989Z",
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