Welcome & Introduction
- Housekeeping
- Objectives
- Expected outcomes
- Structured CPD

Agenda to Include: -
- Definition of "Activity" in IO
- Definition of a Task in IO
- Where, How & Why create tasks to Client, Plan, Service Cases
- Adding notes to Tasks for full transparency
- Completing Tasks – The key areas & importance of what to complete (and what not to)
- Recurring Tasks
- Deleting Recurring Tasks
- Adding an internal Task for a colleague (not Client or Plan related)
- Managing your Tasks at Client or Plan area (Useful tips)
- Assigning Tasks to colleagues (other users) & benefits
- Tips on searching & Managing your workload (Tasks) with a helicopter view of your Client View/s & Organisation View
- What are the benefits of "Organiser"- "Activity Search" to you
- Benefits on Reporting on your Tasks
- Good practices, time saving hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Other recommended resources to help you get more from IO
- Thank you for attending & Close

Please look out for your Certificate of attendance which goes out automatically from GoToTraining after the event. Please do not forget to claim your Structured CPD on all IO Training attended in the normal way.
To book your private session go to the contact us page - https://informedtraining.co.uk/contact-us/

Please refer to the high level Objectives and expected outcomes for our Public IO Online Bitesize ™ Training, but if you missed it, you can copy and paste the url into a new browser tab below:-
https://informedtraining.co.uk/intelligent-office-io-live-interactive-remote-training/

Updated 1.6.2021

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