Work Now in Q-LawE

Learn How to Automate Work Queues

Description

Summary
Automate work queues so your staff work on the highest priority tasks before subsequent tasks can be completed.
Details
In this session, the vPro expert will teach your team how to use the Work Now module to prioritize how tasks are worked for the various stages of the account. During the training process we will assist your team with setting up the Work Now process for one task. You will learn how to create the Work Now for review, how to modify it as needs change, and how to work the accounts in Work Now. Your team will also have the opportunity to ask the vPro any questions that they may have pertaining to the Work Now Module. Session can be recorded for you to keep.
Benefits
Understanding the modules and the intended processes is key to successful results. A proper Work Now process can automate a work queue when a user begins a new Work Now session. Learn how to accurately create Work Now processes to enable the system to generate and assign tasks to users based on a priority that has been set by your firm. The priority can be set based on your changing needs, which ensures that your most important tasks will be completed first. Work Now processes also remove user’s ability to pick and choose which tasks they work. The system will not allow them to move to the subsequent tasks until the higher priority task has been completed. This tool can help your team to stay focused on priorities so that deadlines and goals are met.

Basics

ID #
019-QLE
Product
Q-LawE
Category
Automation & Workflow, Training
Service
Web Based Training
Est Time
4 Hours
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