Automove (Basic): Sending Organizers & Link to Jobs

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You can have your organizers created and sent automatically. Once a client submits the organizer, the job moves automatically to the next stage of the pipeline. To make automation magic happen, set up the Create organizer automation and turn on the Automove feature.

Covered here:

• Set up the stage for creating an organizer, then enable automove
• Link organizer to a job manually 

Set up a stage for creating the organizer, then enable automove

A perfectly automated process always begins with selecting the right place for it in your workflow. You can do this in three simple steps: create an organizer template, add an automation for sending the organizer, then toggle on the Automove option. 

See the video example below, then read how you can automate sending your organizers:

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viewing and learning everything you need to know about TaxDome.

Here's how to set up the stage to create the organizer with automove:

1. You need an organizer template to request necessary documents and information from a client. If you don't have an organizer template, you can create it by clicking New Template when you add the automation.
2. Make sure you have a stage in your pipeline for sending an organizer, then add the Create organizer automation. This way, once the job enters this stage, a new organizer is automatically sent to the client. At the same time, the organizer will be linked to the job. 
3. Ensure that you have the Automove jobs toggle for the stage turned on. Now, once the organizer is submitted to a client, the job is automatically moved to the next stage.

Link organizer to a job manually 

Organizers can be linked to jobs by a firm owner, admin or any employee who has been given access rights to manage organizers. Once the organizer is manually linked, the automove jobs feature works the same as for organizers that are sent and linked automatically: when the client or firm member submits the organizer, the job is moved to the next stage.

There are three ways to link an organizer manually:

• From the Create Organizer screen: Click Link to jobs, then select the jobs. Once linked, the Jobs section is displayed, and you’ll see the job titles and pipelines they belong to.

• From a client’s Organizers list: Click the three dots to the far right of the organizer, click Link to jobs, select the jobs from the list, then click Submit.

• From a pipeline: Make sure that the job is in the right stage, click the job box, click + Link on the top right, click Organizers, then choose the organizers.

By default, only pending organizers are displayed. You can filter the list by status:

• Pending shows all active organizers not yet submitted. Finished shows all submitted organizers.
• Active shows all pending and finished organizers currently in use.
• Archived shows all pending and finished organizers no longer in use.
• All shows organizers in all the above statuses.

No matter what option is used, you can:

• Link any organizer previously sent to users of the account.
• Link as many organizers to a job as needed.

Note! If the organizer is not submitted and you manually move the job to another stage, you’ll be prompted to decide what to do about the pending organizer (for more details, read about handling unfinished elements when moving jobs).