Setting the Close Workflow

Learn how to setup and edit the Close Workflow in FloQast.

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About this course

Course Description

Learners will discover the tools FloQast Admins and FloQast Managers have available to set up and edit the Close Workflow. 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

  • Recognize the Mapping Document and the included details
  • Develop an understanding of Folder Management and Cloud Storage Integration in FloQast

Recommended Prerequisites 

Getting Started Guide

Curriculum12 min

  • Course Content
  • Completeness Check
  • The Mapping Document
  • Folder Management and Cloud Storage Integration
  • Knowledge Check
  • Wrap Up
  • Share Your Feedback!
  • Next Steps

About this course

Course Description

Learners will discover the tools FloQast Admins and FloQast Managers have available to set up and edit the Close Workflow. 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

  • Recognize the Mapping Document and the included details
  • Develop an understanding of Folder Management and Cloud Storage Integration in FloQast

Recommended Prerequisites 

Getting Started Guide

Curriculum12 min

  • Course Content
  • Completeness Check
  • The Mapping Document
  • Folder Management and Cloud Storage Integration
  • Knowledge Check
  • Wrap Up
  • Share Your Feedback!
  • Next Steps