Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
- Pipelines (Basic): Create & View
- Folder Templates (Basic): Create & Apply
- Jobs (Advanced): Automove
- Tasks (Basic): Create Tasks & To-Dos
- Jobs (Basic): Move, Sort, Archive, Delete
- Pipelines (Basic): How Automations Work
- Pipelines Tutorial (Basic): Your First Pipeline with Automations
- Manual & Automatic Reminders
- Job recurrences (Advanced): Create, Edit, Delete
- Email (Basic): Create & Apply Templates
- Jobs (Basic): Create & Apply Templates
- Jobs (Advanced): Auto-Add Jobs via the Client Sign-Up Form
- Tasks (Basic): View, Filter, Edit
- Contracts (Basic): Create & Apply Templates
- Workflow (Basic): Templates
- Chats (Basic): Create & Apply Templates
- Jobs (Basic): Link Elements to Jobs
- Invoices (Basic): Create & Apply Templates
- Team (Basic): Access & Assignees