Jobs (Advanced): Automove

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

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. Create dependency to let 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 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, 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:

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:

Automove Jobs Q&A/Examples