Managing Current Workflow

Jul 6 / Clarity Street
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Boosting Productivity and Efficiency: Mastering Workflow Management for Accountants
As accountants, we understand the immense workload and pressure that comes with serving our clients. Meeting deadlines and ensuring a seamless client experience can be overwhelming without proper visibility into office tasks. That's why we're excited to delve into effective workflow management strategies in this weeks session.
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What to Expect in the Webinar
Join us as we explore essential topics to help you prioritise and delegate with ease, including:
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1. Deploy Workflow Jobs: Methods and Requirements
Discover the best methods and requirements for deploying workflow jobs. Learn how to streamline processes, eliminate bottlenecks, and ensure nothing critical is missed, all while saving valuable time.
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2. Manage Workflow Jobs: Ownership and Accountability
Understand the different states involved in managing workflow jobs and who owns responsibility at each stage. Gain insights on how to improve communication, collaboration, and efficiency within your team.
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3. Leverage Custom Views and Budgets in FYI
Unlock the power of custom views and budgets in FYI to enhance your work management capabilities. Discover how to organise tasks, track progress, and allocate resources more effectively.
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4. Optimise Work Management with My Week and Custom Views in Karbon
Explore the features of My Week and custom views in Karbon to streamline your work management processes. Learn how to prioritise tasks, allocate time, and stay on top of deadlines effortlessly.
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Watch a recording of this session below.