Jobs (Advanced): Automove

The Automove jobs feature simplifies your workflow by making jobs move from stage to stage in a pipeline or from custom job status to Active on their own. Use the feature with automations, linked elements or both. Create dependency to let jobs automatically jump ahead every time all actions within a stage or action in job status are completed by a team member or client.

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Tip! Download the Automove triggers checklist to know when automove works and when it doesn't.

Automove jobs, explained

Automove may mean two different things:

Automove jobs from stage to stage.
Automove for custom job statuses.

Automove moves cards through the pipeline when set conditions are met. Custom job statuses happen within a single stage, and the status is updated to Active once the conditions are fulfilled.

Below, we describe automove jobs from stage to stage. If you want to learn more about custom job status automove, proceed to the section.

1. While adding stages and automations to a pipeline, toggle on Automove jobs in the stages where you will want jobs to automatically move ahead.

2. Once you add a job to a pipeline, automations in the first stage are triggered.

3. If Automove jobs is toggled on for the first stage, the job automatically moves to the second stage once all the actions in the first stage are completed (e.g., a proposal signed, an invoice paid, etc.), then the automations for the second stage are triggered—and so on.

4. Once a job arrives in its final stage and all actions are completed, you can archive it.

Keep in mind:

If several automations are added to a stage that has Automove jobs toggled on, the job automatically moves once all actions are completed.
The Automove jobs feature recognizes invoices, proposals, organizers, client requests, tasks, documents, and chats even if they are manually linked to a job within a stage. If there are linked elements with incomplete actions, the job won’t move ahead.
You can’t toggle on Automove jobs for the last stage of a pipeline.
Look at the counter at the right of the job box to find out if there are any unfinished elements for a current stage. For a detailed explanation, go here.

How Automove jobs works with automations

The Automove jobs feature works only with automations that require specific user actions, either from a team member or from the client. Check out the details below and click on the name of each automation to find out how to employ it:

Automation	What happens automatically	Action required	Who performs the action	Triggers Automove
Send organizer	Organizer sent to client and linked to job	Submit organizer	Client	Yes
Send client request	Client request sent to client and linked to job	Submit client request	Client	Yes
Create invoice	Invoice sent to client and linked to job	Pay the full amount	Client	Yes
Send proposal	Proposal sent to client and linked to job	Sign	Client	Yes
Create task	Task created for team member and linked to job	Mark as completed or canceled	Team member	Yes
Send message (if there are tasks for the client added to the template)	Message sent to client and linked to job	Check off client tasks	Client	Yes
Send message (if there are no tasks for the client in the template)	Message sent to client and linked to job	-	Performed automatically	No
Apply folder template	Folder template applied to client account	-	Performed automatically	No
Apply tag for account	Tags applied or deleted	-	Performed automatically	No
Update account access	Team members are added or revoked from the account	-	Performed automatically	No
Update job assignee	Team members are added as job assignees or removed	-	Performed automatically	No
Send email	Email is sent to client	-	Performed automatically	No

How Automove jobs works with manually linked elements

Sometimes you may prefer to manually add an existing invoice, proposal or another element to a job, rather than use automations to create it. Besides, some elements (e.g., documents) can only be linked manually. However, elements linked manually trigger the Automove jobs just the same. Check out the details below and click on the name of each element to see how to employ it:

Linked Element	Action Required	Triggers Automove
Proposal	Sign	Yes
Document pending signature	Sign	Yes
Document pending payment	Pay the invoice the document is locked to	Yes
Document pending approval	Approve	Yes
Invoice	Pay the full amount	Yes
Organizer	Submit	Yes
Client request	Submit	Yes
Task	Mark as complete or cancel	Yes
Chat thread with tasks for client	Check off client tasks	Yes
Chat thread without tasks for client	-	No
Note	-	No
Payment	-	No
Time entry	-	No
Wiki Page	-	No
Job	-	No
SMS	-	No
Client request	Submit the request or change its status to Completed	Yes

How Automove jobs works for custom job statuses

Unlike Automove jobs between stages, Automove from custom to Active job status occurs within a single stage: when the configured conditions are met, the job turns to the Active status, and then it can be moved to the next stage.

For example, a custom Missing info status has been assigned to the job, with automation configured to retrieve the information via client request. Until clients provide information, the job card will be displayed with Missing info status. When clients provide answers via client requests, the status will automatically change to Active.