- Course Content
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Helpful Integrations
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Dashboard
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Reconciliations
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Checklist Attachments
- Wrap Up
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Share Your Feedback!
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Next Steps
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Getting Started
Course 3 of 4 in New Users
Now that you know the basics, we will show you the first things we recommend doing the first time you login to FloQast.
Course Description
You are nearly ready to start using FloQast for the first time! In this course we will show you some important tips and tricks to get started, including some helpful integrations, a fast summary of key functionality, and how we recommend using your dashboard.
Course Instructions
To complete this course, you must complete each lesson, including watching videos, reading provided materials, and answering knowledge check questions.
Learning Objectives
- Identify how to link documents to checklist items, and where to find them in your cloud storage environment
- Understand how to set up cloud storage desktop sync and Slack/Teams integrations
- Identify how to “favorite” entities on your own dashboard
Recommended Prerequisites
Using FloQast