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