Why take this course?
The Housekeeping Best Practices course will teach you the most effective ways for cleaning up your Engagement project during the various integration stages. We will go through practices such as setting up your tracking document, documenting integrations, using initiatives and tags, and much more to help you keep your project data clean and organized in the long run.
This course consists of multiple sections relevant to different stages of project integration. We recommend starting with the section that is the most relevant for you. Learn the best clean-up practices and apply the knowledge directly into your project with the help of our carefully crafted practical exercises.
Who is this course for?
This course is relevant to those who want to keep their Engagement project organized long-term. Completing this course will enable you to keep your project clean and organized, and will allow you to work with the project (and the data within) more effectively.
We highly recommend taking this course in combination with the Engagement Foundations: Full Course. This combination of courses will provide you with all the knowledge to work with the tool both independently and effectively.
What to expect in this course?
All the course materials are available to you in the on-demand format. You can expect to receive theoretical knowledge, demonstrations within the Engagement application, checkpoints to test your knowledge, and practical exercises to help you apply the acquired knowledge into your project straightaway.
The course is divided into the following sections:
- Before the integration of the product
- During the integration of the product
- When you start using the product
- When end users use the product every day
- Monthly clean up best practices
- One-time clean up of your project
