Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
- Pipelines (Basic): Create & set up
- Tasks (Basic): Create tasks & to-dos
- Tasks list (Basic): View & manage
- Pipelines (Basic): How stage automations work
- Job recurrences (Advanced): Create, edit, delete
- Jobs (Basic): Move, sort, archive, delete
- Pipelines tutorial (Basic): Your first pipeline with automations
- Jobs (Advanced): Automove
- Jobs (Advanced): Auto-add jobs via the client sign-up form
- Tasks (Basic): Create & apply templates
- Jobs (Basic): Create & apply job templates
- Jobs (Basic): Link elements to jobs
- Marketplace (Basic): Getting your templates
- Settings (Basic): Templates
- Manage Team (Basic): Access & assignees
- Pipelines (Advanced): Conditional stages & automations
- Tasks (Advanced): Link tasks to jobs
- Jobs (Basic): Job cards in pipelines
- Jobs (Basic): Add manually