Jobs (Advanced): Automove

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

Automove Jobs, Explained

Here’s how it works:

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 contract 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:

  • You can’t toggle on Automove Jobs for the last stage of a pipeline.
  • 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, contracts, organizers, tasks, documents, and messages that are manually linked to a job within a stage. If there are linked elements with incomplete actions, the job won’t move ahead. 
  • 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 a client. Here are the details:

  • The Create Task automation triggers a task for a team member, automatically linking it to a job. Once the task is completed, the job automoves.
  • The Create Invoice automation triggers a new invoice for the client, automatically linking it to a job. Once the client pays the invoice, the job automoves.
  • The Create Organizer automation triggers a new organizer for a client, automatically linking it to a job. Once the client or team member submits the organizer, the job automoves.
  • The Create Contract automation triggers a new contract for a client, automatically linking it to a job. Once the client signs the contract, the job automoves.
  • The Send Message automation triggers a new secure message for a client. If the message includes client tasks, the job automoves once the client or team member marks all to-dos completed. 
  • Some automations such as Apply Folder Template, Apply Tag for Account, and Send Email don’t require user actions. So, if a stage includes only these automations, the job won’t automove, even though Automove Jobs might be toggled on.

How Automove Jobs Works With Manually Linked Elements

You might sometimes prefer to manually add an invoice, contract, or other element to a job rather than use automations. When you do, you can still use the Automove Jobs feature. Here are the details: 

  • Link Document to a Job triggers a job to automove when...
    • ...a team member manually links a document to a job inside a stage that has Automove Jobs toggled on. 
    • ...the document is either pending signature, waiting for a client’s approval, or locked to an invoice (pending payment).
    • ...all client-requested document-related actions (e.g., signature, payment, approval) are completed.
  • Link Task to a Job triggers a job to automove when...
    • ...a team member manually links a task to a job inside a stage that has Automove Jobs toggled on.
    • ...a team member marks the task completed.
  •  Link Invoice to a Job triggers a job to automove when...
  • Link Organizer to a Job triggers a job to automove when...
  • Link Contract to a Job triggers a job to automove when...
  • Link Message to a Job triggers a job to automove when...
    • ...a team member manually links a message thread to a job inside a stage that has Automove Jobs toggled on.
    • ...the message thread contains client tasks. 
    • ...a client or team member marks all to-dos completed.

Automove Jobs Q&A

What happens when Automove Jobs is toggled on for a stage that includes these automations and linked elements: 
Answer:
Create Invoice and Apply Tag for Account The job automoves once the client pays the invoice.
Apply Tag for Account and Send Email?

The job won’t automove.

Send Contract and Send Message?

The job automoves once the client signs the contract  and all client task to-do items inside the message thread are marked completed.

Send Organizer and a linked document pending approval?

The job automoves once the client or team member submits the organizer  and approves the document.

Send Organizer and a manually linked pending contract?

The job automoves once the client or team member submits the organizer  and signs the contract.

Send Contract and a manually linked document pending payment?

The job automoves once the client or team member signs the contract  and makes a full payment.

A manually linked pending organizer and no automations? The job automoves once the client or team member submits the organizer.

A manually linked invoice and no automations?

The job automoves once the client makes a full payment
A manually linked document pending signature and payment?

The job automoves once the client signs the document and makes a full payment.
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