2020 Worksheet Instructor-led online training
Join us for an instructor-led online training
Recommended for New Users
About 2020 Worksheet instructor-led virtual classroom training:
Sign up for one or more of our 2 hour, instructor-led, virtual classes to maximize your investment in 2020 software. All virtual classes are hands-on. We recommend that you already have 2020 software installed, connect with high-speed internet, use a headset or speakerphone for the teleconference and sit in a quiet area to avoid distractions.
What will the 2020 Worksheet instructor-led virtual training teach you?
2020 Worksheet: Navigation Essentials* (2 hour course)
- Navigate the user interface
- Save a worksheet
- Add product to the worksheet
- Browse the Content Explorer
- Make a different line item current
- Select items with various techniques
- Clear a selection set
- Make no line item current
- Edit current/selected line item(s)
- Delete item
- Cut item
- Copy item
- Paste item
- Apply options to a line item
- Customize columns
- Turn on/off
- Move
- Print a Worksheet
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2020 Worksheet: Product Specification (2 hour course)
- Utilize the Quick Search function
- Search for an item
- By part number
- By description
- Create a bookmark of a product and level
- Organize bookmarks
- Edit current/selected line item(s)
- Delete item
- Cut item
- Copy item
- Paste item
- Modify options on a line item
- Delete options from a line item
- Add options to similar line items quickly via Global Options
- Increase efficiency of Global Options
- Grouping
- Quick Options
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2020 Worksheet: Efficiency Tools (2 hour course)
- Assign Tags or Aliases to line items
- Sort line items
- Individual Columns
- Multiple Columns
- Subtotal line items
- Manually
- By columns
- By selection
- Create a custom line item from the catalog
- Standard options
- Non-Standard options
- Create a non-catalog item
- Save project information in Worksheet Properties
- Edit the header and footer
- Modify the page setup
- Print selected items
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$125 per person/ per course for Essentials (Early Bird $105*)
$225 per person/ per course (Early Bird $205*)
*Early bird pricing is 32 days in advance.
Find a class
Recommended for Advanced Users
About 2020 Worksheet self-paced virtual classroom training:
Sign up for one or more of our 2 hour, instructor-led, virtual classes to maximize your investment in 2020 software. All virtual classes are hands-on. We recommend that you already have 2020 software installed, connect with high-speed internet, use a headset or speakerphone for the teleconference and sit in a quiet area to avoid distractions.
What will the 2020 Worksheet instructor-led virtual training teach you?
2020 Worksheet: Templates & Discounts (2 hour course)
- Create a price adjustment
- Create a template of
- Columns Page Setup
- Header/Footer Price Adjustments
- Apply discounts
- Manually
- By selection
- By criteria
- Create discount schedule
- Save discount schedule to use with other worksheets
- Load and apply discount schedule in another worksheet
- Sort line items
- Subtotal line items
- Export worksheet for order entry
- Import sif format
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2020 Worksheet: Report Designer (2 hour course)
- Apply a Quick Report
- Customize the Quick Report
- Apply an existing Report Design
- Create a new Report Design based on an existing Report Design
- Access Report Designer
- Customize the new Report Design to Move fields
- Edit Field Properties
- Add data/dynamic fields
- Add reusable/static fields
- Sort product from 2020 Worksheet
- Filter product from 2020 Worksheet
- Group and subtotal product from 2020 Worksheet
- Modify Section Properties
- Add Price Adjustments
- Apply new Report Design to worksheet
- Export report to Adobe PDF
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2020 Worksheet: Condensed Overview (2 hour course)
- Navigate the user interface
- Add product to the worksheet
- Apply options to a line item
- Modify options for a line item
- Add options to similar line items quickly via Global Options
- Customize columns
- Sort line items
- Subtotal line items
- Apply discounts
- Create discount schedule
- Print a worksheet
- Save project information in Worksheet Properties
- Apply a Report Design
- Export report to Adobe PDF
Download topic list
$225 per person/ per course (Early Bird $205*)
*Early bird pricing is 32 days in advance.
Find a class
Self-paced Learning
We recommend starting with this self-paced session to learn the fundamentals of 2020 Worksheet.
Customer Testimonials
“A lot of online training can be boring, the trainer was great and kept me engaged the entire time. I liked that it was broken down into smaller sections, so it didn’t feel overwhelming.”Dawn Corrado, Officeworks
“I loved 2020 virtual online training, the exercises were clear and very helpful. The instructor made it a point to ensure that everyone was on the same page before moving onto the next step.”Erica Winters, Cubicles Office Environment