Get Started: Streamline Work

📚 Open a PDF guide

What happens next?

  1. 1. A guide will open in a new tab.

  2. 2. Read at your own pace and apply what you learn.

  3. 3. That’s it!

Launch training
pdf illustration

IS THIS TRAINING FOR YOU?

Take this training if...

  • You have a lot of repeatable work (things that follow the same pattern)

  • You prefer learning by reading + doing things independently

  • You want a print-out guide you can reference

Don't take this training if...

  • You already have project and/or task list templates set up and working well

  • You want just step-by-step instructions (this guide has a lot of best practices)

  • You want interactive learning

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