CCH Axcess Workstream - End User Training

The CCH Axcess™ Workstream (Workstream) End User course is designed to help you understand the basic principles of Workstream, as well as how to track projects, use Route Sheets, and navigate the Dashboard.

Type: Single Client Training
Advanced Preparation: None
Prerequisites Required: None
Field of study: Business Management & Organization
Program/Course Level: Basic

Objectives

• Navigate through CCH Axcess Workstream
• Know how projects are created using defaults brought in from the Project Type and Project Template
• Use Route Sheets and the Dashboard to maintain your assigned projects
• Take advantage of product integration to update project information