How to Use This Course

What is the best plan of attack for jumping into this course?

There are two main components: the course and the community. Here we're talking about the course, which can be found at

This is a great place to start because the idea is to bring you up to speed to where you need to be so that you can then engage in the community, and we can take things even further.

One thing you may have noticed if you've ever used Connectwise University is that there are a lot of articles, a lot of pieces to it, but it doesn't give you a lot of direction, like where to start and how to proceed.

A solid roadmap is an important part of the learning journey, and that's what we're going to cover here.

Take a look at the course list. There are a couple of very good places to start before you go into anything else.

Getting Started is where you found this video. It also has a couple of other helpful things.

General Navigation is a great place to get started. It shows you around Automate, and how to get to a variety of things. It's very, very useful.

If you're a technician, and you're doing help desk kind of stuff, A Guide for Technicians is a great next stop. It shows you how to use the agent interface. It shows you how to better do your job and gets you familiar with doing those kinds of things.

Beyond that, and especially if you're going to be configuring Automate, The Fundamentals is absolutely a must-complete before moving on to anything else. It covers some very, very fundamental things that are in the course that you need to understand later to be able to use it effectively.

Definitely start with General Navigation. Definitely start with A Guide for Technicians, then The Fundamentals. If you just got Automate, then Agent Deployment is probably right up towards the top of the list which is why I wanted to put these things first. For example, there are parts in The Fundamentals that if you don't understand, then Patching and Monitoring are going to be difficult subjects to tackle because they deal with group structures, searches, and other topics that are covered in The Fundamentals.

I would recommend starting with those few, and then from there, you can jump into topics as you see fit. The idea is to get all the way through the core course curriculum, which will give you a really good base knowledge of a lot of the components of Automate.

From there that might very well be all that you need, but it will also make it so you can engage in the community a lot better as well.

The way to use this course is to jump in and find a topic, for instance, you're starting with General Navigation. There will be a list of lectures in there and things that need to be covered. Go through that and move on to the next one. With that structure, you're going to find that you come up to speed because we're gathering and learning the core topics that need to be covered first before jumping right into something complicated, such as patching.

Cover these few items first. Then from there, go in whatever order that you think is appropriate. I usually recommend people go in order of priorities. If you've gotten Automate, you've got The Fundamentals down, and now you really need to do something about Patching. Then, by all means, jump into Patching next, but don't do it before you cover The Fundamentals. It's going to make things difficult for you.

So that's how you use the course. Other than that it's really straightforward, really simple. Each course, each topic has lectures underneath it. It will let you know whether or not you've completed each lecture already, and if so, what percentage.

Happy learning!

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