Workflow & Automation
Workflow helps you automate most of your repeated tasks. Track work progress easily
- Jobs (Basic): Add manually
- Automove (Basic): Create tasks & link to jobs
- Workflow (Basic): Calendar view
- Automove (Basic): Move Job Automatically When Document Approved
- Automove (Basic): Move job automatically when locked document paid
- Jobs (Basic): Link job to jobs
- Workflow (Advanced): Tags in pipelines
- Job recurrences (Advanced): View, sort, search, filter & export
- Job recurrences (Advanced): Using with job templates
- Workflow (Basic): Bulk actions
- Jobs (Basic): Using client-facing job statuses
- Jobs (Advanced): Create & edit client-facing job statuses
- Jobs (Advanced): Assigning client-facing job statuses via job templates
- Pipelines (Basic): Working with pipelines
- Jobs (Basic): Working on a job
- Tasks (Basic): View History/Audit Trail
- Tasks (Basic): Working on a task
- Job statuses: Overview
- Jobs (Advanced): Create & edit custom job statuses
- Jobs (Advanced): Using custom job statuses