Welcome to this week's Clarity Calls webinar! In this session, we're discussing Work Schedules. We will provide you with a comprehensive discussion about effectively managing workloads and meeting lodgement targets, while also finding time for valuable client advice.
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What You Will Learn in This Session
Maximising the Power of a Traditional Work schedule/Lodgement Program: Excel can be a valuable tool in managing work schedules and staying organised. In this webinar we provide guidance on setting up a work schedule, emphasising the importance of setting a clear work priorities and deadlines to ensure timely completion.
Utilising Custom Fields and Reports in XPM for Optimal Work Management: We will showcase XPM highlighting the benefits of using custom fields and reports, to improve work management. By using custom fields and reports in XPM, the work scheduling process can be streamlined, making it more efficient and effective.
Leveraging FYI Automations: Use FYI automations to deliver a proactive approach to work management. With FYI Automations you can automate various tasks and workflows, freeing up valuable time for providing business advice. In this webinar you will gain knowledge on how to "call work in" and proactively manage your lodgement targets with ease.
