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The Guide: Training on app workflows

Updated: Jul 4

The videos below form a guide to the Accounting and Auditor Practice Management and CRM App. It will take you through various functions and workflows you will need to use the app. Please ensure you have uploaded your clients before watching these videos. If you still need to upload your clients, please click on the button below to go to the getting started blog post or contact support@mydatagrows.com for assistance.


If your clients have already been uploaded, please continue through the videos below. If you have questions at any point, email support@mydatagrows.com or send a WhatsApp to +27 63 426 0080.


In this post, we will cover:


Training on using the app

1. A Typical Day's Workflow

2. Client Log, Unique Tasks, Firm & Adhoc Tasks

3. Quick Tips: Search/Filter, Manage Columns and more...

4. CIPC & SARS Tasks

5. Firm Settings

6. How To Use The Timer

7. Capture Backlog and Change Due Dates

8. How to Reassign Tasks

9. Remove Tasks and Switch Off Services

10. Advanced Filter

11. Authorize Time


Additional setup Videos


1. Firm Settings

2. Setting Up User Rights

3. Rates and Retainers

4. Share Register


1. A Typical Day's Workflow



2. Client Log, Unique Tasks, Firm & Adhoc Tasks



3. Quick Tips: Search/Filter, Manage Columns and more...



4. CIPC & SARS Tasks



5. Firm Settings



6. How To Use The Timer



7. Capture Backlog and Change Due Dates




8. How to Reassign Tasks



9. Remove Tasks and Switch Off Services



10. Advanced Filter



11. Authorize Time



Additional Setup Videos


1. Firm Settings



2. Setting Up User Rights



3. Rates and Retainers



4. Share Register



For any further training, please visit The Manual or contact Support@mydatagrows.com to book a training session.

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