This third session in the advanced workflow management series explores techniques to work better together as a team. Learn how you can unite your team with effective communication channels and guidelines, and encourage collaboration to get the work done together.

Find out:

  • Communicating in Slack versus Intuit Practice Management powered by Karbon

  • Using comments: email, tasks and notes

  • @mentions and how to keep the right people in the loop

  • Actioning emails involving junior team members

  • How to complete internal reviews

  • Multi-person checklists

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