# Training

Once your data import is completed, the next step is to take training from Jamku Support Team. Training is conducted in 2 parts.

This page covers topics which will be covered in the training.

# Training Part 1

# Getting started

  1. Login
  2. Password reset
  3. App installation on Desktop
  4. App installation on Mobile
  5. Getting support (Chat)
  1. Global Client Search
  2. Clicking on Links & Numbers
  3. Keyboard Shortcuts

# Team Members

  1. Adding Team members
  2. Permission Basics

# Configuration

  1. Categories
  2. Task Labels

# Concepts

# Masters

  1. Client & Client Group
  2. Service Module
  • Stages Tab
  • Compliance Tab
  • Todo Tab
  • Default Team Member Large Office
  1. Compliance Concept
  2. Client List
  3. Client View
  • Dashboard Tab
  • Edit Tab
  • Folder
  • Shortcut
  1. Task Creation
  • One time Tasks
  • Single Task (Non recurring)
  • Single Task (Recurring)
  • Bulk Task Creation (Recurring)
  1. Task View
  • Edit Tab
  • Todo Tab
  • Workdone Tab
  • File Upload
  1. Task List
  • Filtering Capabilities
  • Bulk Actions
  • Adding Workdone
  • Adding Labels
  1. Stages Dashboard
  2. Attendance
  • How to mark Attendance
  • Attendance Page

# Reports

  1. Daily Dashboard
  2. Home page
  3. Compliance Dashboard

# Conclusion

  1. Data which can be imported
  2. Help Docs Link
  3. GitHub for suggestions
  4. How to know changes/updates

Topics not covered by default, only if Office Requirement

  • Sub Task
  • Hearing

# Training Part 2

# Billing

  1. Billing Concept
  2. Entity
  3. Client Location
  • Mention this is optional
  1. Bill Creation
  2. Bill List
  3. Group View > Money Tab
  4. Task Costing
  5. Task View > Billing Tab

# Sub Task (Optional)

  1. One by One Creation
  2. Template creation
  3. Adding Todo in Sub Task Template
  4. Sub Task View
  5. Sub Task List

# Hearing (Optional)

  1. Hearing Creation
  2. Hearing List
  3. Calendar (Home Page)

# Custom Fields

  1. Setting up fields (In Service)
  2. Updating values
  3. Field Dashboard
  • Entering as Excel File
  1. Task View > Fields Tab

# Document, aka Inward Outward (Optional)

  1. Requirement
  2. Inward
  3. Outward

# Reports

  1. Attendance
  2. Folder
  3. Profile
  4. Password
  5. Reminder
  6. Workdone
  • Pivot Functionality
  • Column Functionality
  1. Stages Dashboard
  2. Task History

# Mention Videos

  1. Permission
  2. Workflow
  3. Expense aka Out of Pocket Expense
  4. Send Emails

Topics not covered by default, only if Office Requirement

  • Receipt
  • Workflow
  • Permissions Advanced
Last Updated: 27 Mar 2021