Go Live Training Course Design – Scheduling
Duration: One Hour
Content: An introduction to workflow management using the scheduling module.
Objective: To organize and schedule collectionHQ tasks to maximize staff efficiency and productivity.
Scheduling Training Module
Schedule Management Tool
- Scheduling a Task
- Editing, Deleting, Moving and Cloning a Task
- Agenda View of the Schedule Management Tool
- Setting Default Users for Branches
- Email Reminders
- Agenda View of My Schedule