Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Jobs list (Basic): View, search, filter, print
- Jobs (Basic): Add manually or automatically
- Automation examples (Basic): Update account tags
- Automove (Basic): Sending Invoices & Link to Jobs
- Automation Examples (Basic): Applying Folder Templates
- Automove (Basic): Sending Organizers & Link to Jobs
- Automove (Basic): Creating Tasks & Link to Jobs
- Automove (basic): How to send proposals and link them to jobs
- Automation Examples (Basic): Sending Email
- Automove (Basic): Sending Messages & Link to Jobs
- Automation Examples (Basic): Updating Account Access
- Automation Examples (Basic): Auto-Uploading Documents
- Workflow (Basic): Calendar view
- Automove (Basic): Move Job Automatically When Document Approved
- Automove (Basic): Move Job Automatically When Locked Document Paid
- Jobs (Basic): Link job to jobs
- Workflow (Advanced): Tags in pipelines
- Automation Examples (Basic): Updating Job Assignees
- Job recurrences (Advanced): View, sort, search, filter & export
- Job recurrences (Advanced): Using with job templates