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所在平台: Udemy |
课程主页: https://www.udemy.com/course/workflowmax-cloud-project-management-software/
课程评论：没有评论
课程名称：WorkflowMax 项目管理在线课程 课程概述： 欢迎参加WorkflowMax在线项目管理课程！我是Maria，本课程的创作者和讲师，此外我还教授Xero、QuickBooks Online和Sage One的在线课程。为什么选择学习WorkflowMax？在我看来，这是一种简化的在线项目管理工具，特别是如果你使用Xero或QuickBooks，它能节省大量时间！你将能够通过WorkflowMax的云项目管理软件远程管理你的工作，做到报价、排程、时间追踪、开票和报告统一管理，随时随地轻松操作，提升对团队及利润的可见性。 在线学习的好处在于可以根据自己的节奏和时间进行学习，帮助你无压力地实现目标。不论你的目标是找到新的记账职位，还是启动自己的记账业务，本课程都涵盖了所有基本知识，内容基于我多年使用WorkflowMax的经验，适合初学者和希望更新知识的进阶者。完成课程后，你将对使用WorkflowMax进行项目管理充满信心。 课程章节包括： - WorkflowMax的导航概述及各元素的使用说明 - 通用设置及各个部分的解释 - 联系人管理及如何添加不同类型的联系人 - 团队设置、分配可计费和基本费率，以及用户访问权限管理 - 工作类别的添加与设置，包括项目状态的设定、工作模板的创建、里程碑设置与任务管理 - 到潜在客户的逐步设置与添加 - 自定义字段及其它附加功能 - 与Xero的集成讲解 - 如何从零开始添加报价 - 针对估算与报价的处理流程 WorkflowMax是一款专为创意、专业服务及建筑行业设计的云项目管理软件，帮助企业从头到尾管理项目、客户和团队成员。其功能包括：工作管理、潜在客户管理、时间跟踪、资源管理和财务管理。它能有效简化项目管理流程，提高企业的生产力和盈利能力。此外，还可以与Xero等其他工具集成，帮助您更好地管理财务。 关于我： 目前，我在一家国际英瑞商品交易公司担任税务顾问。在伦敦我经营了10多年的会计事务所，从独立记账员起步并获得了ACCA资质。通过我的职业生涯，我学到了很多，因此决定通过在线课程分享我的知识。我是Xero、QuickBooks和Sage的注册顾问，也希望在课程中见到你，欢迎随时联系我！我在YouTube上有每周更新的视频，专注于Xero和QuickBooks相关技术问题的解决方案以及其他建议。 我的资质包括： - Xero顾问及合作伙伴 - QuickBooks顾问 - 特许公认会计师协会（UK）会员 - 2022年ACCA大使 - 英国威斯敏斯特大学财务与会计硕士 - 英国林肯大学工商管理硕士
Welcome to WorkflowMax online project management courseI am Maria, creator, and teacher of the WorkflowMax online project management course, as well as Xero, QuickBooks Online, and Sage One online.Why study WorkflowMax?In my view, this is online project management made easy, and if you work with Xero or QuickBooks - it is such a time saver!You will be able to run your jobs remotely with WorkflowMax cloud project management software. Do it all in one place, from anywhere - quoting, scheduling, time tracking, invoicing, and reporting. Enjoy greater visibility over your people and your profit.Why study online?Studying online at your own pace, whenever you are based, helps you to achieve your goals without extra stress or pressure. No matter if your goal is to find a new job as a bookkeeper, or starting own small (or big) bookkeeping business. The course covers all essentials, based on my years of experience with WorkflowMax and in my view this is an ideal starting point for any bookkeeper at the beginning or advanced level to refresh the latest updates.Upon completion of the course, you will become confident in using WorkflowMax for projects.Chapters:Overview of navigation and explanation of how to use and where to find elements;General settings with an explanation of what each section means, later we go through more in detail through each of those;Contact and how to add the types of contacts;How to set up a team and allocate billable/base rates, as well as access of the users to the WorkflowMax setup;We try adding the job categories and I will go through the job settings. I will also show you how to make job status for each project. Other helpful tools are job templates (essential for regular projects), milestones set up, and tasks for the streamlined process;You will learn step by step how to set up prospective clients, add a lead;We cover custom fields and many more additional features;Integration with Xero is covered in a lecture on featured;Learning how to add a new quote from zero to hero;What if you need just an estimate and not a quote, we go through the process for estimates;About WorkflowMax:WorkflowMax is a cloud-based project management software designed for businesses in the creative, professional services, and construction industries. It is a tool that helps businesses to manage their projects, clients, and team members from start to finish.The software provides a variety of features including:Job management: You can create jobs, set budgets, track time and expenses, and generate quotes and invoices.Lead management: You can manage your leads, track them through your sales process, and convert them into jobs.Time tracking: You can track your team's time on different tasks and projects, and generate timesheets and reports.Resource management: You can assign tasks to team members, set milestones, and manage deadlines.Financial management: You can generate financial reports, track revenues, and expenses, and manage payments and invoicing.WorkflowMax is designed to streamline the project management process and help businesses increase productivity and profitability. It can also be integrated with other tools such as Xero, which is cloud-based accounting software, to help you manage your finances.About me:At present, I work as a Tax Specialist for an international British-Swiss commodity trading company. For over 10 years I ran my accounting practice in London, starting as a sole bookkeeper and qualifying as ACCA in the UK. I have learned a lot throughout my career, so I have decided to share my knowledge through the bookkeeping online courses in Xero, Quickbooks, Sage, and WorkflowMax I have put together as online courses. I am a qualified advisor for Xero, QuickBooks, and Sage.I hope to see you at my course and send me a message with any questions!Check out my social channels. I post weekly videos on YouTube at LearnbookeepingUK about solving tech and other issues on Xero and QuickBooks. Plus I share a lot of advice.My Credentials:Xero Advisor and partner;Quickbooks Advisor;Association of Chartered Certified Accountants - member (UK);ACCA Ambassador since 2022;Masters in Finance and Accounting, University of Westminster, UKMasters in Business Administration, University of Lincoln, UK
