Learning Objectives

by completing this course, you'll be able to:

  • Create and submit an Order

  • Create a Line Item

  • Complete a Task cycle

  • Configure and manage user settings and roles

  • Manage your Clients, Business Units, and Queues

Course curriculum

    1. Before We Begin...

    1. Section Overview

    2. How to Create an Order

    3. Creating Editing and Canceling Line Items

    4. How to Start, Assign, Complete & View Task History

    5. Users

    6. Clients

    7. Views, Filters and Actions

    8. End User Manual

    9. TO Workbook

    10. Lucid Charts

    11. TapOrders Mobile App

    1. Section Overview

    2. Preferences

    3. Business Units

    4. Queues

    5. Status Management

    6. Notifications

    7. Job Group & Job List

    1. You're almost done!

    2. One More Thing...

About this course

  • 21 lessons
  • Beginner
  • 1 hour to complete