Learning Outcomes

This course teaches a new user how to work effectively with Parkes day to day: starting real tasks, connecting integrations, following firm playbooks, using automations and skills, finding deliverables in the Library and reference material in Knowledge, checking the audit trail, and knowing workspace versus personal settings. By the end, a trainee can run a real client task through Parkes independently and know what to check when something looks off.

Course curriculum

  • 1

    Getting Started

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 2

    Integrations

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 3

    Library

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 4

    Playbooks

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 5

    Skills

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 6

    Automations

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 7

    Audit Trail

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 8

    Knowledge

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 9

    Settings

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check
  • 10

    Getting Help

    • Objectives

    • Key concepts

    • Hands-on exercise

    • Knowledge check