Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily.
- Inbox+: Your All-in-One Notification Center
- Workflow Automation: Pipelines, Jobs & Tasks
- Jump In: Your First Pipeline With Automations Tutorial
- Pipelines
- Automations
- Jobs: How to Add, Move, Edit, Archive, and Delete
- How to Auto-Add Jobs to Pipelines via the Client Sign-Up Form
- Jobs: Automove
- Jobs: Linked Elements
- How to Create Tasks, To-Dos, Recurring Tasks
- Tasks in Jobs
- Tasks: Lists, Filters, Editing
- Templates
- Custom Job Templates
- Custom Task Templates
- Custom Invoice Templates
- How to Set Up Custom Organizer Templates With Conditional Logic
- Custom Message Templates
- Custom Email Templates
- Custom Contract Templates