- Course Content
-
Filtering Assignments
-
In-Line Editing Tools
-
Bulk Reassign
-
Upload a Trial Balance
-
Completeness Check
-
Knowledge Check
- Wrap Up
-
Share Your Feedback!
-
Next Steps
Admin Tools
Learn about the tools available to FloQast admins and managers.
Course Description
Learners will discover the tool available to FloQast Admins and FloQast managers. This course is part of the FloQast Admin + Managers Foundations program.
Course Instructions
To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.
Learning Objectives
- Recall how to filter for assignments and find views useful for Admins and Managers
- Recognize the inline editing tools that Admins and Managers have available in the FloQast application
- Recall how to bulk resign tasks to different team members
- Discover how an Admin or Manager can Upload a Trial Balance into FloQast
- Recall how to run a Completeness Check
Recommended Prerequisites
Getting Started Guide