Getting started

Streamline Annual Planning & Reporting CourseDear [accessally_user_firstname],

This short module will show you how to create your own copy of the template and rename it. It should take you only 1-2 minutes to do this once you’ve watched the video below.

You will learn:

How to make a copy of the template for your own use
How to rename the file so you can find it easily

Ths video is 3 minutes 14 seconds long:

Follow these steps to copy the template:

  1. Click here to make a copy of the template for yourself
  2. Once copied, rename your version descriptively.
  3. Once done, watch the next module in this course.

Great, now you’ve made your own copy of the template, we can move on to learning how to customise it. You will see the rest of the modules appear in the navigation to the left now.

The template has been designed with some clever features so that your reporting and planning are linked together more closely.

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[accessally_user_firstname], If you’re enjoying this course, please share it with your friends!

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