This article is your preparation guide for the upcoming Projects Workshop. You’ll get a foundational understanding of Project Templates, Statuses, and Workflows—key components for building efficient, repeatable processes in your firm. The videos below will provide an overview of how projects function in Firm360 and help you get familiar with the structure before we begin building together.
To get the most out of the workshop, please watch the following videos in advance:
Overview of Project Statuses, Project Workflows, and Project Templates in Firm360
Detailed Explanation of Project Statues, Templates and Workflows in Firm360
Walking through an Open Individual Tax Return in Firm360
Next Steps
Once you've completed the videos, you’ll be well-prepared to dive into the Projects Workshop. During the session, we’ll walk through setting up your firm’s Project Statuses and help you build your first Project Template together. Come ready with any questions, and think about one service you'd like to build a repeatable workflow for—we’ll use that as our starting point.
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