Training topics: Workflow
Progressing jobs through your workflows, keeping on top of deadlines and monitoring the team's work.
This is part of our suggested training topics: an outline of what to cover when training your staff on Glide. Topics are grouped by role, so you can run separate sessions or pick the parts that suit each person.
Who each part is for
- All staff: day-to-day work such as progressing jobs, recording time and communicating with clients.
- Managers: oversight of the team's work, reporting, billing and resourcing.
- Practice administrators: setup and configuration tasks that matter but don't come up often.
All staff
- How jobs, sub-jobs, stages and steps fit together
- Moving jobs through stages and recording progress
- Your personal job list: what you hold and what needs action
- Deadlines, target dates and how overdue work is flagged
- Passing work to colleagues by changing who holds a job
- Comments and notes on jobs
- Creating ad-hoc or one-off jobs
- Tasks and and how they differ from jobs
- Monitoring your workflow with dashboards, job boards and the calendar
Managers
- Monitoring team progress with dashboards, job boards and the calendar
- Spotting bottlenecks: overdue jobs, stalled jobs and jobs sitting with one person
- Bulk updates, such as moving stages or reassigning holders
- Workflow and deadline reports, such as turnaround and filing deadlines
Practice administrators
- Setting up and changing workflows: services, sub-jobs, stages and their order
- Configuring deadlines, target dates and stage rules
- Job fields, and which ones are required at each stage
- Positions and responsibilities, such as partner, manager and preparer