Ultimate Guide to Threads

Ultimate Guide to Threads

Threads Course Overview 

What is this about?

This course aims to provide you with the necessary skills on managing your Workflow using Threads through your XPLAN site.

A thread is a series of related tasks, designed to follow a certain process. Threads are used to help build business efficiencies and guide users through your business processes. Threads save time and money by automating certain processes such as merging templates, emailing clients and recording client information. This course takes users through the process of how to effectively build and use Threads. 

The Threads tool will be covered in more detail in the XPLAN classroom training. Users are encouraged to view these short webinars prior to attending classroom training.

To access the eLearning modules for this course please click on the following link here.

 

Fundamentals of Threads

 

Fundamentals Threads Test

To access the training assessment click on the following link here.

 

Master Threads

  

 

Master Threads Test

To access the training assessment click on the following link here.

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