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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‚Äč
  • Users, roles & security groups‚Äč
  • Project types and project data‚Äč 
  • Item types‚Äč
  • Workflow administration‚Äč 
  • Smartflow administration