Jobs

Create, assign, update, and monitor jobs while keeping both team and clients informed.

Automove jobs: Overview

This feature simplifies your workflow by making jobs move from stage to stage in a pipeline.

Learn essentials on working with jobs, where to find your jobs assigned, how to view them, and track time spent.

Explore and customize job cards inside pipelines.

Improve your tax season workflow by monitoring document receipt dates and setting internal completion targets.

Automate and manage repeat jobs with templates and flexible schedules.

Create jobs in pipelines: select accounts, stages, templates, and assignees.

Standardize and speed up job creation by pre-filling key details.

Link multiple-choice responses to pipelines and job templates to your sign-up page for clients.

Move, sort, archive or delete jobs.

Link tasks, invoices, payments and documents to jobs automatically or manually.

Ways to use this feature in your daily operation.

Link any job to one or more other jobs to provide context and improve workflow visibility.

View, filter, search, and print jobs.

Track and manage jobs and tasks in a Calendar view.

Track and communicate job progress using default, custom, and client-facing statuses.

Resolve common job automation issues with emails, tasks, permissions, and account settings.