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
Field of study: Business Management and 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.