101 Using Smartflow
Product code (SKU): TR-ILT-SF-101
Duration: 4 hours
Learn how to navigate Smartflow, set up and manage your workflows, invite users, give them permissions, and set basic system settings.
This session is recommended for Smartflow project stakeholders, project managers, and administrators.
Prerequisites
No previous Smartflow experience is required.
You’ll need:
- Internet access
Learning goals
You’ll learn:
- How to use the Smartflow user interface
- How to set up and use document workflows
- How to set up and manage system users
- How to set up projects and assign resources
- About task types
- How typical projects progress in Smartflow
Agenda
- Overview of the Smartflow interface
- Users, roles & security groups
- Project types and project data
- Item types
- Workflow administration
- Smartflow administration