Cheat sheet
This guide has instructions for a number of different tasks. If you just need to see how to do a specific task, this page has all of the instructions in one place.
How to connect to WorkflowMax/Xero Practice Manager 1. Click “Settings” at the top-right 2. Click “XPM/WFM” 3. Click “Connect”
Thu, 14 Nov, 2024 at 9:46 PM
How to get to the user page 1. Click "Settings" 2. Click "Users" 3. Choose the user you want to edit. How to c...
Thu, 14 Nov, 2024 at 9:47 PM
How to assign tasks in the schedule view 1. Click on the relevant task box, and drag it to the spot on the schedule that corresponds with the ...
Thu, 14 Nov, 2024 at 9:47 PM
How to set up a group Select “Groups” from Settings on the left of the screen. This opens the Groups page Click on “Add Group” Type the group c...
Thu, 14 Nov, 2024 at 9:47 PM
How to extend a deadline: 1. Click the right-hand side of the rectangle associated with the job, in Schedule mode or Assign mode. 2. Drag it ...
Thu, 14 Nov, 2024 at 9:48 PM
When you first connect your WFM account to PlanRight, there will be times where Jobs from WFM are 'In Progress' with timesheets completed in the ...
Thu, 14 Nov, 2024 at 9:48 PM