All Courses

Lesson 1: Get to know WorkflowMax
Lesson 1: Get to know WorkflowMax
Discover how the powerful and flexible features of WorkflowMax can benefit you and your clients.
FREE
Lesson 2: Learn who uses WorkflowMax
Lesson 2: Learn who uses WorkflowMax
Discover why WorkflowMax suits clients across a wide range of industries and why it may not be the best choice for some clients.
FREE
Lesson 3: Determine your client's requirements
Lesson 3: Determine your client's requirements
Learn about the key questions you need to ask to discover your client’s business requirements and how WorkflowMax can help them address common pain points.
FREE
Lesson 4: Setup considerations
Lesson 4: Setup considerations
Learn which version of WorkflowMax will suit your client best and the options for getting everything set up.
FREE
Lesson 5: Customise and extend WorkflowMax
Lesson 5: Customise and extend WorkflowMax
Learn how our range of custom features and integrations can make WorkflowMax even more useful for your clients.
FREE
Lesson 6: Produce standard and custom reports
Lesson 6: Produce standard and custom reports
Discover the business insights available from the full range of standard WorkflowMax reports and how the report builder lets you extend those insights.
FREE
Lesson 7: Get your client started with WorkflowMax
Lesson 7: Get your client started with WorkflowMax
Find out more about the available WorkflowMax pricing plans and the steps required to get your client started with a WorkflowMax account.
FREE
Set up your WorkflowMax account
Set up your WorkflowMax account
Part one of the Getting Started Series
FREE
Maximising using WorkflowMax
Maximising using WorkflowMax
Part two of the Getting Started series
FREE
Invoicing and Financial
Invoicing and Financial
Whether you are time based billing or fixed prices, this course takes you through everything you need to know.
FREE
Developing Custom Print Templates
Developing Custom Print Templates
Learn how to create and use custom print templates in WorkflowMax.
FREE

Accessing Your Data

When you register for a WorkflowMax course in the SkillJar Learning Management System, you need to provide your name and email address.

As you complete courses, we record various items that allow you to track your progress. These include details of your advancement through each course, scores in quizzes, dates of completion, and course certificates.

You can contact us at any time to:

If you have any questions about our collection and storage of data in SkillJar, please contact us at support@workflowmax.com.

As WorkflowMax is a Xero company, please go to the Xero Privacy notice for further details.

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