Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Jobs (Basic): Using client-facing job statuses
- Automove (Basic): Move Job Automatically When Locked Document Paid
- Jobs (Basic): Link job to jobs
- Marketplace FAQ
- Marketplace (Advanced): Creators hub
- Tasks (Basic): Working on a task
- Automation examples (Advanced): Update client-facing status
- Jobs (Basic): Working on a job
- Pipelines (Basic): Working with pipelines
- Jobs (Advanced): Assigning client-facing job statuses via job templates
- Jobs (Advanced): Create & edit client-facing job statuses
- Tasks (Basic): View History/Audit Trail