Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Jobs (Basic): Using client-facing job statuses
- Job recurrences (Advanced): Using with job templates
- Automove (Basic): Move Job Automatically When Document Approved
- Job recurrences (Advanced): View, sort, search, filter & export
- Stage automation examples (Basic): Update job assignees
- Jobs (Advanced): Assigning client-facing job statuses via job templates
- Jobs (Basic): Working on a job
- Pipelines (Basic): Working with pipelines
- Marketplace (Advanced): Creators hub
- Jobs (Basic): Link job to jobs
- Stage automation examples (Advanced): Update client-facing status
- Jobs (Advanced): Create & edit client-facing job statuses
- Automove (Basic): Sending client requests & link to jobs
- Tasks (Basic): View History/Audit Trail
- Jobs (Advanced): Using custom job statuses
- Job statuses: Overview
- Jobs (Advanced): Create & edit custom job statuses