Case Creation
Description:
Casework is finished in the middle month of each client’s respective quarter, so cases are created the month before the work will be done. Cases are selected by performing a comprehensive analysis through manual inspections of the websites and performance tracking. Based on the information gathered after the analysis, we create outlines of quarterly casework for each client that best meets their site’s SEO needs. Specific request for cases directly from the dealer is also prioritized when creating cases.
Case creation involves adding a case title, setting a parent case, adding a case description, milestone, time estimate. etc.
Tools:
Fogbugz - http://fogbugz.tcsgeeks.com/f/
Case Outlines
SEO Client Work doc
Step By Step:
Set-Up
In one tab, open the list of outlines with cases needing to be created. Use the link below that is sorted by milestone.
In another tab, open the SEO Client Work doc
In one more tab, click “New Case” at the top of FogBugz
In the tab with the outlines needing cases, click on the outline you will be making cases for
Check for any notes from the MC about changes to the cases to be created and make any adjustments as needed to which cases will be created or add notes to cases as you create them
Now, using Multi Copy Paste, you will copy 3 things:
Ctrl+1 - The client’s URL - e.g 106StTire.com
Ctrl+2 - SEO and the quarter with bars and spaces before and after - | SEO September - November 2020 |
Ctrl+3 - The case number of the outline
As you go from outline to outline creating cases, you will only replace a. and c. You will keep b. copied and use it for all the cases you create
Now we are ready to create the cases for the outline
Scroll down to the section labeled “Billable Hours for Case Creation”
You will skip creating the “Outline Analysis” case and start with the first one below
Copy the entirety of the case (with any sub-bullets included) with the regular copy - Ctrl+c or right-click and copy
Navigate to your new case tab
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