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CCH Axcess Workstream - Template Setup Workshop
Ongoing
Online or In-person
The CCH Axcess™ Workstream Template Setup Workshop course focuses on helping setup your project workflow for a particular service area. During this hands-on workshop we will help you create a Workstream Project Type and Template to make your firm’s Workstream workflow as efficient as possible.
Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: Yes
Prerequisites: Introduction to CCH Axcess Workstream Training Course
Field of study: Business Management & Organization
Program/Course Level: Basic
Objectives
- Discuss the ideal workflow for the desired service area
- Identify how to best configure Workstream to fit your workflow
- Understand configuration of Lists, Types, and Templates
- Create one project type and one project template in a hands-on environment
- Learn how to create projects
Training
CCH Axcess Workstream - Template Setup Workshop
Online or In-person
Ongoing
CPE Credits: 3
Contact Us to Register
To Sign Up For This Class
Call: 800-739-9998, option 1