Tasks, Tools & SOPs Setup — Update / setup form (auth-only) for Virtual Assistants. Standalone version — a hosted mini landing page (an embeddable twin is also available).

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: standalone.

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