Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Workflow (Basic): Bulk actions
- Docs (Advanced): Link Documents to Jobs
- Marketplace FAQ
- Marketplace (Advanced): Creators hub
- Jobs (Basic): Using client-facing job statuses
- Jobs (Advanced): Create & edit client-facing job statuses
- Jobs (Advanced): Assigning client-facing job statuses via job templates
- Automation examples (Advanced): Update client-facing status