Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Settings (Basic): Templates
- Marketplace (Basic): Getting your templates
- Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
- Pipelines tutorial (Basic): Your first pipeline with automations
- Pipelines (Basic): Create & view
- Pipelines (Basic): How automations work
- Jobs (Basic): Move, sort, archive, delete
- Jobs (Advanced): Auto-add jobs via the client sign-up form
- Jobs (Advanced): Automove
- Jobs (Basic): Link Elements to Jobs
- Tasks (Basic): Create tasks & to-dos
- Tasks (Advanced): Link tasks to jobs
- Tasks (Basic): View, filter, edit
- Tasks (Basic): Create & apply templates
- Job recurrences (Advanced): Create, Edit, Delete
- Job Automation: Troubleshooting
- Manage Team (Basic): Access & assignees
- Pipelines (Advanced): Conditional stages & automations
- Automove (Basic): Move Job Automatically When E-Signature Complete
- Jobs (Basic): Job cards in pipelines