Setting up WorkflowMax

To help you get started as quickly as possible, we recommend that you consider setting up your account in two stages. This will help ensure that you set everything up to the level that best suits your current needs and interests.

The Basic setup covers the same areas as the Full setup, but saves you time by taking advantage of many default values and extensive sample data loaded into your account at the start of your free trial.

1. Basic setup – supports your free trial evaluation of WorkflowMax

Complete the basic setup of WorkflowMax to set realistic values for important areas – especially for costs and billable rates.

For further details, see Setting up WorkflowMax for your free trial.

2. Full setup – supports your ongoing use of WorkflowMax

Complete the full setup of WorkflowMax to review and optionally update a wide range of default settings to tailor WorkflowMax closely to your business needs.

For further details, see Setting up WorkflowMax in full.

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Getting started