Who is this course for?
This course has been designed for anyone that uses WorkflowMax. It is broken down into 6 sections - All staff, sales, purchasing/procurement, project manager, accounts, and WorkflowMax administrators. By the end of this course you and your staff will be properly trained to use Unleashed to its full potential.
What does the course cover?
This course covers everything you need to know to use WorkflowMax on a day-to-day basis and how to make updates and changes. The training ranges from the absolute basics such as entering timesheets, right into the more technical areas such as assigning staff capacity to job budgets.
How long does it take?
Each section takes between 30 minute and 1 hour to complete. To complete the full course you will need about 4 hours. We recommend budgeting an additional hours of time for each section to practice what you are learning while logged into WorkflowMax.
Why take this course?
This is your all-in-one course to learn exactly how to use WorkflowMax for any role in the organisation. We couldn’t have made it any easier.
Co-founder of Link Academy and a one of the world’s leading cloud integrators. Reuben has met with over 1,000 business owners to recommend, configure, train and support them with cloud app implementations. He has a direct yet playful training style that is as concise as it is engaging.
PreviewHow to Login to WorkflowMax (4:02)
StartNavigation Overview (6:18)
StartHow to find your jobs in WorkflowMax (6:32)
StartHow to find information in a job (14:36)
StartHow to add notes and documents to a job (6:46)
StartHow to do timesheets (8:34)
StartHow to add costs against a job (5:54)