Organize your data & optimize your results!
Tracking your case data with intention & starting with the end in mind.
100% Self-Paced, On-Demand Video Tutorials, & No Expiration - Take as slowly, as fast, and/or as often as you would like (learning materials available on Monday, March 20, 2023 at 9:30 CDT)
Ten (10) formatted Excel spreadsheets for indexing, summarizing, and tracking case data, including a Client Docs Index, Liens Index, Medical Records Index, Damages Tracker, Pleadings Index, Document Production Index, Written Discovery Index, Depositions Index, Deposition Abstract Summary, and Medical Records Summary.
Comprehensive lessons on the various ways to create Lists, Indexes, and Summaries using Microsoft Lists
Learn how to start with the end in mind by using the Microsoft List formatting options to optimize your searching results
Pro Tips on Efficiently Importing and Exporting Case Data
Learn how to share your data, as well as connect your Lists, Indexes, and Summaries to SharePoint, OneDrive & Teams
Hands-On Learning in an E-Course
VIDEO - A welcome message from your instructor (4 min, 52 sec)
QUICK VIDEO: How to Navigate this Mini-Course (54 sec)
SURVEY: Before we begin...
VIDEO PRESENTATION: Tracking with Intention by Starting with the End in Mind (18 min, 33 sec)
INFO: Connect with me!
VIDEO 1 - Column Formatting Options (15 min, 34 sec)
VIDEO 2 - How to Start Your List from Excel (4 min, 18 sec)
VIDEO 3 - How to Use "Edit in Grid View" to Copy & Paste Data (7 min, 20 sec)
VIDEO 4 - Exploring Microsoft List Templates (6 min, 33 sec)
VIDEO 5 - A message from your instructor. (8 min, 43 sec)
VIDEO 1 - The Client Docs Index (19 min, 35 sec)
VIDEO 2 - The Records Requests Index (11 min, 23 sec)
VIDEO 3 - The Records Summary (8 min, 59 sec)
VIDEO 4 - The Liens Index (4 min, 9 sec)
VIDEO 5 - The Damages Tracker Index (6 min, 57 sec)
VIDEO 6 - The Pleadings Index (5 min, 55 sec)
VIDEO 7 - The Written Discovery Index (6 min, 9 sec)
VIDEO 8 - The Document Production Index (18 min, 59 sec)
VIDEO 9 - The Depositions Index (16 min, 37 sec)
VIDEO 10 - The Deposition Abstract or Summary (8 min, 24 sec)
VIDEO 11 - BONUS VIDEO (18 min, 40 sec)
VIDEO - Congrats! A final message from your instructor.
OFFER - 25% OFF your next training session with Misty Murray
OFFER - Claim Your FREE 30-Minute Session with Misty Murray by completing this Feedback Form
A: The course is an online, self-paced mini-course that consists of video tutorials, demonstrations, and downloadable resources.
A: The course is designed to be completed in approximately 3 hours. However, since it is self-paced, you can take as much time as you need to complete it.
A: No, there is no prerequisite knowledge required for the course. However, basic familiarity with Microsoft 365 applications is recommended.
A: Early-bird pricing is currently available for $95. After pre-enrollment, which ends Monday, March 20, 2023, at 7:30 AM CDT, the price will be $150. In hopes of making this course financially affordable, there will be a split payment option after the early-bird pricing period has ended.
A: You can pay for the course using a credit or debit card. I also accept PayPal. If you'd like to do an ACH transfer, please contact me directly via email at: [email protected].
A: You can contact me directly via email at misty@arrowconsultants.solutions with any questions or support needs.
A: Yes, the course is mobile-friendly and can be accessed on any device with internet access.
A: Yes, once you complete the course, you will receive a certificate of completion that you can add to your professional portfolio.
A: You can enroll in the course by clicking on the following link: https://arrowconsultants.thinkific.com/courses/tracking-case-data-microsoft-lists.
If you can't take the mini-course, but you want to purchase the formatted excel spreadsheets provided in this mini-course, head over to the Arrow Consultants shop.
