Cheat sheet

This guide has instructions for a number of different tasks. If you just need to see how to do a specific task, this page has all of the instructions in one place.

Connecting to WorkflowMax/Xero Practice Manager
 How to connect to WorkflowMax/Xero Practice Manager 1.   Click “Settings” at the top-right 2.   Click “XPM/WFM” 3.   Click “Connect” Read more ab...
Mon, 23 Mar, 2020 at 10:37 AM
Setting up your team
How to get to the user page 1.  Click "Settings" 2.  Click "Users" 3.  Choose the user you want to edit.     How to change wor...
Mon, 23 Mar, 2020 at 10:38 AM
Planning a job
 How to assign tasks in the schedule view 1.  Click on the relevant task box, and drag it to the spot on the schedule that corresponds with the staff me...
Mon, 23 Mar, 2020 at 10:39 AM
Setting up groups
 How to set up a group 1.  Click “Settings” at the top right of the screen 2.  Click “Groups” on the left of the screen  3.  Click “Add Group” 4.  Type ...
Mon, 23 Mar, 2020 at 10:39 AM
Solving capacity problems
 How to extend a deadline: 1.  Click the right-hand side of the rectangle associated with the job, in Schedule mode or Assign mode.  2.  Drag it to the ri...
Mon, 23 Mar, 2020 at 10:41 AM