Over the past year, my colleague and I (both certified practice manager advisors) have been looking at different practices and small businesses and observed a fundamental flaw in how they set up their XPM/Workflowmax Job Task Breakdown. If you don’t get your task list and job settings right, then you end up with inferior reporting capability.

So we designed a 5 Step Programme to help with easy implementation in the form of an Infographic:

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