Virtual Training •
60 minutes
Custom Tasks (”Agency Events”) Training
Track agency-wide processes with custom Tasks.
In this session, you'll learn how to:
Create a Quick Form for your event or process
Set up a new Agency Event task
Link the Quick Form to the event
Configure filters, statuses, and flags
Set reminders and notification alerts
Manage and track Agency Event tasks
Task(s) covered:
System Settings
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⚠️ Training Hours Required
Please purchase training hours prior to booking. The session will be canceled if you don't have existing hours available.
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