QB Learning Portal

Google Workspace quick reference

The essential click paths from every level, on one page.

Level 1 — First Login & Account Basics

Signing in

Sign in for the first time

  1. 1. Go to accounts.google.com
  2. 2. Enter your name.lastname@qbfab.com address
  3. 3. Enter the temporary password you were given
  4. 4. Create a new, private password when prompted

Turn on 2-Step Verification

  1. 1. While already signed in, open myaccount.google.com/signinoptions/twosv
  2. 2. Click Get started or Turn on 2-Step Verification
  3. 3. If it asks for a phone number, choose Authenticator app, Skip, Not now, or Try another way — do not enter your cell unless you want to
  4. 4. Preferred: set up Google Authenticator (next card). Phone number/SMS is optional, not required

Set up Google Authenticator (no cell number needed)

  1. 1. Install Google Authenticator from the App Store or Google Play
  2. 2. In 2-Step Verification, choose Authenticator app
  3. 3. Scan the QR code with the Authenticator app
  4. 4. Type the 6-digit code from the app and save
  5. 5. When it offers backup codes, print or write them down and keep them at work

Add a profile photo

  1. 1. Click your profile circle (top right) → Camera icon or Add photo
  2. 2. Upload a clear photo of yourself
  3. 3. Save
  • Use a real photo of yourself — it helps coworkers recognize you in Chat and Meet.
  • Authenticator is preferred if you do not want your personal number as backup login info. Phone number/SMS is optional. Keep backup codes at work in case the phone is lost.

Mobile apps

Install on Android

  1. 1. Open the Play Store
  2. 2. Search “Gmail,” “Google Chat,” and “Google Drive”
  3. 3. Install each app
  4. 4. Sign in with your @qbfab.com address

Install on iPhone

  1. 1. Open the App Store
  2. 2. Search “Gmail,” “Google Chat,” and “Google Drive”
  3. 3. Get each app
  4. 4. Sign in with your @qbfab.com address

Level 2 — Daily Tools

Gmail

Set up your signature

  1. 1. Cog → See all settings
  2. 2. General → Signature → + Create new → name it → paste
  3. 3. Signature defaults → same name for new mail and replies

Create a label

  1. 1. Scroll down the left sidebar → Click Create new label
  2. 2. Name it (e.g. “Active Jobs”)
  3. 3. Drag any email onto the label to file it

Set up a filter

  1. 1. Click the search bar → Click the sliders icon
  2. 2. Enter the sender, subject, or keyword to match
  3. 3. Click Create filter → choose what happens (label, archive, forward)

Search like a pro

  1. 1. Click the Gmail search bar
  2. 2. Try from:name, has:attachment, or older_than:7d
  3. 3. Combine them: from:jobs has:attachment
  • Your inbox view and labels sync across desktop and mobile automatically.
  • Signature + set both defaults or it won't show.

Google Chat

Find or join a Space

  1. 1. Open Chat → click the + next to Spaces
  2. 2. Select Browse spaces or ask your lead which one to join
  3. 3. Spaces are created as the team finds them useful — ask if yours doesn't exist yet

Send a direct message

  1. 1. Click the + next to Direct messages
  2. 2. Type a coworker's name
  3. 3. Type your message and press Enter

Set your status and notifications

  1. 1. Click your profile photo → Set status
  2. 2. Choose an emoji and message (e.g. “On the shop floor”)
  3. 3. Click the gear icon → Notifications to adjust how often you're pinged

Google Meet

Join a meeting

  1. 1. Click the meeting link in your Calendar invite or Chat message
  2. 2. Click Join now
  3. 3. Turn your camera/mic on or off before joining

Start an instant meeting

  1. 1. Go to meet.google.com
  2. 2. Click New meeting → Start an instant meeting
  3. 3. Share the link with others

Google Drive

Set up your My Drive folders

  1. 1. Open Drive → click New → Folder
  2. 2. Create four folders: 01_Active Work, 02_Reference, 03_Personal/Scratch, 04_Archive
  3. 3. Keep only your personal working files here — team files go in Shared Drives

Find the Shared Drives

  1. 1. Click Shared drives in the left sidebar
  2. 2. You'll see the 7 team Shared Drives (Estimating, Operations, QA/QC, etc.)
  3. 3. Ask your lead if you don't have access to one you need

Install Drive for desktop

  1. 1. Go to google.com/drive/download
  2. 2. Install Drive for desktop
  3. 3. Sign in — your files show up in File Explorer or Finder

Share a file

  1. 1. Right-click the file → Share
  2. 2. Type the person's email or name
  3. 3. Choose Viewer, Commenter, or Editor → Send
  • The 7 Shared Drives replace shared folders from before — ask your lead which ones apply to your role.

Google Calendar

Add an event

  1. 1. Click any time slot on your calendar
  2. 2. Add a title, time, and guests
  3. 3. Click Save → Send to notify guests

Check someone's availability

  1. 1. Create a new event
  2. 2. Click Add guests and type their name
  3. 3. Their free/busy time appears automatically

Level 3 — Make It Yours

  • leadership: Use Calendar's “find a time” view to schedule around the whole team, and set up a Chat Space for your direct reports.
  • estimating-sales: Star or label bids in Gmail so they're easy to find later, and keep client-facing files in the Estimating Shared Drive, not My Drive.
  • qa-qc: Use Drive folders in 02_Reference for specs and standards you check often, and create filters that label inspection emails automatically.
  • operations-shop: Install the mobile apps first — you'll mostly use Chat and Gmail from your phone on the floor.
  • bookkeeping: Use Gmail filters to route invoices and statements into dedicated labels automatically.
  • office-support: Learn Calendar scheduling well — you'll likely be booking rooms and meetings for others.
  • new-team-member: Start with Level 1 and Level 2 in order. Don't worry about shortcuts yet — get comfortable with the basics first.

Level 4 — Power User

  • Keyboard shortcuts: In Gmail, press “?” to see the full shortcut list. Try “c” to compose and “e” to archive an open email.
  • Better search: Use search operators like from:, to:, has:attachment, and before:/after: to find anything in seconds.
  • Offline access: In Drive settings, turn on offline access so key files open even without wifi — handy in the shop.
  • Security habits: Never share your password over Chat or email. Use 2-Step Verification with Google Authenticator and keep backup codes at work. Report anything that looks like phishing to the office.