roadshow

Autotask Product Training San Diego: Project Management

San Diego Marriott La Jolla, 4240 La Jolla Village Drive, La Jolla, CA 92037

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22

February 2019

Friday 9:00 AM - 4:00 PM

Using projects is a great way to break out your deliverables. But knowing when to employ projects and how to efficiently create them is something many people are held up on. After this workshop you will be able to fully understand the different types of projects in Autotask and how to properly use them to maximize the benefits and MASSIVE amounts of insight you can receive. 

By the end of this workshop you will be able to:

• Configure Project elements
• Create Project Templates
• Manage the Project Schedule
• Mange the billing for a project
• Automate and improve communication

And if that wasn’t enough we’ll even give you a free lunch.
To Bring:
• A laptop -- Required
• A good work appropriate joke -- Optional

Learning Objectives: 

After this training you will be able to:

• Define project elements and common reasons for creating projects
• Configure Project elements
• Create Project Templates
• Manage the Project Schedule
• Mange the billing for a project
• Automate and improve communication

Agenda:

8:30AM - 9:00AM   Check-in

9:00AM - 9:10AM   Intro and expectations

9:10AM - 10:15AM Define Project elements and common reasons for using Projects

10:15AM - 10:30AM Knowledge Check

12:00PM - 1:30PM   Workshop & Lunch

1:00PM - 2:00PM      Manage Project Schedules and Project Billing

2:00PM - 2:30PM      Automate and improve communication with customers and internal resources

2:30PM - 3:30PM      Workshop 


Location:

San Diego Marriott La Jolla, 4240 La Jolla Village Drive, La Jolla, CA 92037 - Meeting room: Coronado

Directions:

Register Here