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Introducing the WorkflowMax Self-Paced Courses – Getting Started Series, Part 1

We’ve got some exciting updates at WorkflowMax. A few months ago, we launched a self-paced, online learning platform to help you get the most out of WorkflowMax – at your own pace and completely free! The brand new comprehensive e-learning modules are designed to help you gain a more in-depth understanding of certain topics, with content structured in an easy to follow and intuitive way.

The “Getting Started Series” is the perfect place to begin. Part 1, appropriately titled “Set up your WorkflowMax account” covers the most important things you need to know to set up your WorkflowMax account. 

The content is divided into two modules. In the first module you'll watch a series of videos and learn about:

  • Important financial settings to control your labour costs and invoicing rates

  • Organisation settings

  • Adding staff to your organisation, and

  • Setting up tasks and costs in your database - so you’re ready to add to your jobs

And in the second module you'll learn how to:

  • Add a new client
  • Create a job
  • Create a quote
  • Enter time

Once you have completed both modules you’ll have mastered the basics and you can then proceed to Part 2, where you’ll learn about additional features to unlock more value from WorkflowMax for your business.

So, why is it awesome?

  • Complete the courses at your own pace, from wherever you like
  • The curriculum has been designed with YOU in mind
  • Some of the modules include quizzes to help consolidate your knowledge
  • You can achieve a certification upon completion of certain courses

As new courses come out, keep an eye out on the WorkflowMax blog for updates (don’t forget to subscribe), visit our Resources Hub or stay in the loop through your Skilljar account itself. We want the courses to be as helpful to you as possible, so if you have any questions or feedback, let us know in the comments section below.