Need some help mastering WorkflowMax? We’ve created several free resources to help you get the most out of your project management software.

Can’t find what you need? Contact our friendly support team.

Join us on our popular Live WorkflowMax Demonstration

Perfect for those who want to explore WorkflowMax for the first time. You'll be taken on a tour of the best features and how they could benefit your business!


Every Tuesday

11am AEST    1PM NZST


Every Second Tuesday



Every Wednesday


Or watch the on-demand version here.

Free Self-Paced Online Courses

Learn the basics of WorkflowMax in these comprehensive and free self-paced courses. A great way for your team to learn about the features they use most. Choose your course now:


Set Up Your Account

Get everything right from the get go. Learn how to manage your settings, add staff, set up tasks and costs, add jobs and clients, and track your time.


Maximising WorkflowMax

Get the most out of your project management, as you learn how to customise WorkflowMax, about Xero integration, and navigate the Financial Summary report.


Developing Custom Print Templates

Want to make your documents look pretty? In this course we teach you how to create custom templates for quotes, purchase orders and invoices.


Invoicing & Financial

Dig deep into the powerful financial features of WorkflowMax and learn how to create different types of quotes and invoices and set up multiple billable rates.

Watch Over 100 Informative Videos on WorkflowMax TV

Want to quickly solve a problem or learn a new skill? We’ve created 3 channels and over 100 videos covering every aspect of WorkflowMax. Choose your TV channel and get started now:


Your Business Type Channel

Enjoy industry-specific videos to help you streamline admin and manage projects.


Using WorkflowMax Channel

Learn everything about WorkflowMax in a series of short, engaging and fun videos.


The Small Business Channel

Case studies, on-demand webinars, and small business tips and tricks.

WorkflowMax Help Centre

Want some written directions on a certain task? Need to quickly learn how to master a particular feature? Trying to troubleshoot a problem? The first place to turn is the Help Centre

A searchable wiki database of written tutorials covering every feature and aspect of WorkflowMax. Find the answer to your question in a snap!

Find your answers here

Get in touch

Can’t find what you need? Contact our friendly support team.