Tasks, Tools & SOPs Setup — Update / setup form (auth-only) for Virtual Assistants. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

How work comes in, where it lives, and the documents and SOPs that keep everything consistent.

What it collects (by section):

• Task intake & triage — Task Intake Method [dropdown: Email / Form / PM tool / Chat / Voice note]; Priority Triage Rule [dropdown: Due-date driven / Impact/Effort / FIFO / SLA-based]; Recurring Tasks List [long text].
• Project management — Project Management Tool [dropdown: Asana / Trello / ClickUp / Monday.com / Notion / …]; Boards/Workspaces Links [long text].
• Files & documents — File Storage System [dropdown: Google Drive / OneDrive/SharePoint / Dropbox / Box / Notion / …]; Folder Naming Convention [short text]; Document Templates to Use [long text]; SOPs / Playbooks Link [short text].

Form type: Update / setup (up), auth-only. Niche: Virtual Assistants. Deployment: embed.

Best for / surface when: Virtual Assistants client workflow — tasks, tools & sops setup.