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WorkBOS Academy

Learn WorkBOS, one module at a time. Then get listed.

13 free modules and 102 lessons. Preview lessons play without an account; sign in free to track your progress. Finish the path and you can become a WorkBOS Certified Specialist, and choose to appear in our specialist directory so businesses can find you.

Start learningSee the certification

New to WorkBOS? Start free and explore the product alongside the course.

WorkBOS Academy

WorkBOS Certified Specialist

Awarded to the person named on the certificate, by hand, after the practical lab and the final exam.

Your name here

Serial
WB-XX-XXXX-XXXX
Valid for
2 years
Example
Fig. 1 · An example certificate. The serial format is real, this number is not.

Contents

Every module, in the order we teach it

Five modules are required for the certificate. Any two others count as electives.

Every module

  1. P01Getting Started with WorkBOSBrand new to WorkBOS? Start here. Signing up, finding your way around, and getting your first real work into the system.8 lessons · 64 minRequired
  2. P02Work: Projects, Tasks & DeliveryRun client work end to end - companies, portfolios, projects, tasks, approvals and the client portal.10 lessons · 83 minRequired
  3. P03CRM & Sales PipelineTurn leads into clients - pipeline, leads, forms, sequences and everything in between.8 lessons · 70 minRequired
  4. P04Proposals, Contracts & Getting Paid AgreementsFrom proposal to signed contract without leaving WorkBOS.5 lessons · 42 minCore
  5. P05People, Teams & SchedulingOrganise your people, protect their capacity, and keep everyone in the same calendar.8 lessons · 58 minCore
  6. P06HR, Recruiting & EmployeesHire, onboard, pay and develop your team - the full HR module.12 lessons · 104 minCore
  7. P07Money: Invoicing, Billing & RevenueBill your clients, collect the cash, and recognise the revenue properly.9 lessons · 79 minRequired
  8. P08Money: Accounting, Ledger & ReportingThe books behind the business - ledger, banking, assets, liabilities and risk.10 lessons · 85 minCore
  9. P09AI Agents & AutomationThe part that makes WorkBOS different - AI agents that do the work and automations that never forget.8 lessons · 74 minCore
  10. P10Marketing, Content & Lead CapturePublish, schedule, measure and capture - the marketing side of WorkBOS.10 lessons · 79 minCore
  11. P11Support & Service DeskRun a support desk your clients actually like.4 lessons · 31 minCore
  12. P12Administration & SetupThe settings that make WorkBOS yours - users, integrations, data and developer tools.10 lessons · 85 minRequired
  13. P13Platform Owner & ResellerFor partners running WorkBOS as their own product.5 lessons · 51 minAdvanced

Finish the path, get certified

From first lesson to the directory

Complete the required modules, pass the module checks, do the practical lab and pass the final exam to earn the WorkBOS Certified Specialist credential. WorkBOS reviews every application by hand.

  1. 01

    Learn, free

    13 modules of video lessons. Free to watch, with or without a WorkBOS plan.

  2. 02

    Pass the checks

    Each required module ends in a short check. Pass mark: 80 percent.

  3. 03

    Do the lab

    Ten real set-up tasks in a practice workspace of your own, checked by the Academy itself.

  4. 04

    Sit the exam

    One final exam, pass mark 75 percent. Every attempt draws its own questions.

  5. 05

    Get approved, get listed

    WorkBOS approves each certificate by hand. Then you can choose to be listed in the specialist directory.

How certification worksRead the fair-play rules

Check it, or hire it

Check a certificate

Every certificate has a serial like WB-XX-XXXX-XXXX. Anyone can check it, with no account. It shows valid, expired or revoked, the name and the dates.

Verify a serial

Looking for someone to set WorkBOS up?

Certified specialists who choose to be listed appear in the directory, and you send them a request to hire. Payment stays between you and the specialist.

Browse specialists