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WorkflowMax User Course

WorkflowMax User Course

Role-based training for all new users of WorkflowMax.

Why you should complete this course

Role-based learning

The material in this course is set up in role-based modules. This means that you can complete only those modules that you need to be able to perform your specific role (or roles) as a WorkflowMax user. And if your role changes, or you want a better understanding of the software, you can come back later for more.

Let us guide you from start to finish

In this course, we guide you through the early stages of learning how to use WorkflowMax. We'll show you how to get started with the features that will be of most use to you in your WorkflowMax role - whatever that is.

Curriculum

  • Get started
  • What's in this course
  • Navigating this course
  • Log in to WorkflowMax
  • Role-based modules
  • All staff
  • Sales staff
  • Purchasing and procurement staff
  • Project management staff
  • Financial staff
  • Administration staff

Why you should complete this course

Role-based learning

The material in this course is set up in role-based modules. This means that you can complete only those modules that you need to be able to perform your specific role (or roles) as a WorkflowMax user. And if your role changes, or you want a better understanding of the software, you can come back later for more.

Let us guide you from start to finish

In this course, we guide you through the early stages of learning how to use WorkflowMax. We'll show you how to get started with the features that will be of most use to you in your WorkflowMax role - whatever that is.

Curriculum

  • Get started
  • What's in this course
  • Navigating this course
  • Log in to WorkflowMax
  • Role-based modules
  • All staff
  • Sales staff
  • Purchasing and procurement staff
  • Project management staff
  • Financial staff
  • Administration staff

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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