How do I set up firm priorities for use on projects in CCH Axcess Workstream?

  1. From the Dashboard, select Configuration (tab).
    • Select Global Lists under from the Firm section or select Lists from the Workstream section
  2. From Workstream List, select Priorities (tab).
  3. Select New from the toolbar.
  4. Input desired priority level, hit the tab key on your keyboard to add new item to list
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