Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily.
- Your All-in-One Notification Center: Inbox+
- Tasks, Pipelines & Jobs, Explained
- Pipelines
- Automations
- Jobs: How to Add, Move, Edit, Archive, Delete
- How to Auto-Add Jobs to Pipelines Based on Client Sign-Up Form
- Jobs: Automove
- Jobs: Linked Elements
- How to Create Tasks, To-Dos, Recurring Tasks
- Tasks in Jobs
- Tasks: Lists, Filters, Editing
- Custom Job Templates
- Custom Task Templates
- Custom Bill Templates
- Custom Organizer Templates
- Custom Message Templates
- Custom Email Templates
- Custom Contract Templates
- Custom Folder Templates
- Automatic Reminders