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.
- 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