Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Pipelines: Overview
- Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
- Onboarding: Set up pipelines in practice
- Pipelines (Basic): Create & set up
- Pipelines (Basic): How stage automations work
- Jobs (Basic): Move, sort, archive, delete
- Jobs (Advanced): Auto-add jobs via the client sign-up form
- Jobs (Advanced): Automove
- Jobs (Basic): Link elements to jobs
- Tasks (Basic): Create tasks & to-dos
- Tasks (Advanced): Link tasks to jobs
- Tasks list (Basic): View & manage
- Jobs (Basic): Create & apply job templates
- Tasks (Basic): Create & apply templates
- Job recurrences (Advanced): Create, edit, delete
- Manage Team (Basic): Access & assignees
- Pipelines (Advanced): Conditional stages & automations
- Automove (Basic): Move Job Automatically When E-Signature Complete
- Jobs (Basic): Job cards in pipelines
- Jobs list (Basic): View, search, filter, print