LedgerOS
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Open LedgerOS
The complete LedgerOS course
52 walkthroughs · about 167 minutes
Outline
1
First steps
2
Your clients
3
The client portal
4
Documents
5
Requests & signatures
6
Organizers
7
Proposals & engagement
8
Getting paid
9
Communication
10
Calendar & scheduling
11
Work & your team
Pipelines and statuses
Tasks and engagements
Task templates
Make the task list your own
Time tracking
Client health
12
Compliance & tax tools
13
Workpapers & review
14
Settings & administration
Chapter 11 · Work & your team
Tasks and engagements
Walkthrough 2 of 6 · about 3 min
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Pipelines and statuses
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Task templates
