Don't forget your questions!
Place questions here for the next meeting
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Please watch the videoes to get an idea of what you'll need to do before our meeting:
- Read content of all tasks
- Watch all 3 Workflow Best Practices videos
- Watch Template Settings video
- Complete SuperUser, Support Email and registration of managers in training
Book your meeting with enough time to get this done BEFORE we meet. If you have not completed these tasks before we meet, you will be asked to reschedule your meeting.
Be sure to go through the "Get Started" content before we meet! Note questions in the "Notes" area, and we will go over them during your first meeting.
How to use this checklist (see video):