CCH Axcess Workstream - Template Setup Workshop

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