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Workflow & Automation

Workflow helps you automate most of your repeated tasks. Track work progress easily

  • Workflow (Basic): Templates
  • Workflow (Basic): Template Library
  • Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
  • Pipelines (Basic): Your First Pipeline With Automations Tutorial
  • 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): Linking Tasks to Jobs & Automove
  • Tasks (Basic): View a Task List, Filter, Edit
  • Jobs (Basic): Create & Apply Templates
  • Tasks (Basic): Create & Apply Templates
  • Invoices (Basic): Create & Apply Templates
  • Messages (Basic): Create & Apply Templates
  • Email (Basic): Create & Apply Templates
  • Contracts (Basic): Create & Apply Templates
  • Folder Templates (Basic): Create & Apply
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