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PowerUser Masterclass Series (Syd)
Session 2 of 3 - Workflow Configuration
Proudly provided and hosted by Nymbus Business Services

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Actionstep is jam-packed with all the practice management technology you need to run your firm. At the heart of Actionstep is the powerful tool of customisation. Through customising documents, workflows and system functions, you can shape and design Actionstep to suit and support your firm's way of practice.

Your firm’s PowerUser is the ‘on the ground’ user and ‘go to’ person who possesses the knowledge, understanding and power to customise, change and enhance your firm’s Actionstep system. Who would be the PowerUser in your firm?

Each attendee will leave our Masterclasses with the knowledge and skills in each area to be an exceptional Actionstep ‘PowerUser’ and bring this benefit back to your firm.

Over three sessions that will make up this PowerUserMasterclass series, we will provide training on:

  1. Administration settings including system user permissions and objectives, report and menu permissions (completed).
  2. Developing and designing custom workflows. 
  3. Document coding and automation (session date TBA).

These are highly beneficial and intensive sessions with limited availability of only 10 seats to ensure each attendee receives direct, one on one training and assistance specifically relevant to your firm.

SESSION 2 of 3 - WORKFLOW CONFIGURATION

At the heart of Actionstep is a unique workflow engine, where you can build your matter processes into the system in a system in a series of steps, decision trees, and tasks. Powerful built-in automation tools can automatically delegate tasks to the right staff member, inform your client of matter progress, add deadlines to your calendar, auto-generate documents in the matter and so much more.

During this Masterclass, you will learn how to:

- Create a matter type

- Build a workflow

- Create participant types

- Add various automation to your workflow

This truly is a session that will bring plenty of value to your business.

If available to you, we recommend you bring your own laptop to access your Actionstep account during the session. 

Please note this Masterclass will be based on the EBM platform settings in Actionstep. If you are still on classic, please advise and we can tailor our class accordingly. 

EVENT DETAILS - Sydney

Thursday 19 July 2018
Arrival time: 8.45am
Session time: 9.00am to 12.00pm

Sydney Darling Park
Orpheus Room, Levels 20 & 21, Tower 2 Darling Park, 201 Sussex Street
Sydney NSW 2000

Price: $300 + GST per person per session

Maximum 10 attendees

Morning tea provided

Contact Details

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