VA Portal Help

This portal is the single source of truth for tasks. If it isn’t in a ticket, it isn’t official work.

Quick Start

Log in with your VA credentials.
Go to My Work to see your assigned tickets.
Click a ticket title to open the full instructions, links, checklist, and Definition of Done.
Use Comments inside the ticket to ask questions or post progress updates.
Update Status and Due Date as the work progresses (if you have access to edit).

Work only from tickets. DMs and random messages are not task requests.
Ask questions in ticket comments (keeps context and history in one place).
Don’t browse client lists. You will receive everything you need inside the ticket.
If a credential/link is missing, comment and request it. Do not guess.
Confirm deliverables: Always match the Definition of Done before marking as done.

My Work (VA main page): Your assigned tickets only. Start here every day.

Tickets: List view of tickets you’re allowed to see. Use to search/scan.

Board: Kanban-style view (Backlog → In Progress → Done). Useful for visual workflow.

Clients (Admin only): Admin stores client metadata here. VAs don’t need this page.

Templates (Admin only): Admin creates repeatable “task recipes” to generate clean tickets fast.

Every ticket is written in a consistent format. This makes instructions predictable and reduces back-and-forth.

Why this task exists, background details, and the intent. Read this first.

The step-by-step instructions. On the ticket page, these render as UI checkboxes for convenience.

Note: checklist checkmarks are UI-only and do not persist after refresh (by design).

All required URLs should be here (website, WP admin, Drive folder, sheets, docs, etc.). If anything is missing, comment on the ticket.

The completion criteria. If you’re unsure whether the task is “done,” compare your output to this section.

Edge cases, special rules, formatting requirements, naming conventions, or “do not touch” warnings.

backlog: Not started yet.
ready: Clear instructions + all links available; can be started.
in_progress: Actively being worked on.
blocked: Cannot proceed (missing access, waiting on input). Comment what’s needed.
review: Work complete but awaiting admin review/approval.
done: Meets Definition of Done; deliverables provided.
archived: Old/closed items kept for records.

Use ticket comments for everything. A good update is short, specific, and includes links.

Update format: - What I did - What I found (include link/screenshot if relevant) - What’s next - Any blockers + what I need from you

If needed, use Copy Summary on the ticket page to copy a clean status update to your clipboard.

Web research: Follow the checklist, keep source links, summarize clearly.

Data extraction: Keep your output structured, validate totals, and flag anomalies.

Google Sheets: Avoid breaking formulas; duplicate sheets before major edits.

WordPress: Don’t install plugins or change themes without explicit ticket instruction.

Light coding: Copy/paste carefully; comment what changed and where.

I can’t see my tickets: Confirm you are logged into the correct account. Then ask admin to confirm the ticket is assigned to you.

I’m blocked: Set status to blocked and comment what you need (link, credential, clarification).

A link is missing: Comment on the ticket requesting the exact link/access needed.

Something looks wrong: Add a comment with steps to reproduce and a screenshot if possible.

Portal docs are living. If you find a gap or repeated confusion, tell admin and we’ll update this page.