The Time Matters Intermediate class is designed for professionals who want to leverage advanced features and tools into an organization’s workflow and improve organizational efficiency, reduce administrative costs and increase revenue. Intermediate course descriptions include: streamlining communications, document retrieval via search and sort methodologies, as well as leveraging the use of templates and database management. The agenda for this class was designed for Time Matters versionĀ 9,10, 11 and 12. Each participant will receive a 110 page Time Matters Intermediate Training Manual prior to the class.

TM 201 – Agenda (8 to 11 am Pacific Time)

  • Lesson 1: Notes, Phone Calls, Mail and Outlines
    The class will begin with an overview and introduction to how Note records store critial information and the four types of records that can be linked, including Contacts, Cases/Matter/Projects, Events and ToDo’s.
  • Lesson 2: Documents
    The participants will learn about how to link new and existing documents to Time Matters and how to attach word processing files to Time Matters records without leaving the word processing application.
  • Lesson 3: Linking Outlook Email and Attachments
    The class will gain knowledge about improving document workflow by linking email with and without attachments.
  • Lesson 4: Searching for Document Files
    The participants will learn time-saving searching techniques to locate relevant documents.
  • Lesson 5: Sorting Lists, Column Layout and Quick Tabs
    The class will gain an understanding about to customize and sort lists and tips & tricks to improve the layout of lists.
  • Lesson 6: Printing Reports
    The participants will increase their knowledge about customizing, formatting and filitering reports, as well as customizing reports for printing.
  • Lesson 7: Formattable Clipboard
    The class will gain an understanding about “Formattable” Clipboard Templates, creating documents using “Formattable” Clipboard Templates, and pulling data into word processing application using Time Matters Insider.
  • Lesson 8: Merge Templates
    The class will acquire knowledge about creating and utilizing Merge templates for use with a word processing application.

Please register 5 business days prior to class to receive a copy of your Time Matters Intermediate Training Manual (110 pages) in time.