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): Your First Pipeline With Automations Tutorial
- Pipelines (Basic): Create & View
- Pipelines (Basic): How 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 to Jobs & Set Up Automove
- Tasks (Basic): View a Task List, Filter, Edit
- Workflow (Basic): Templates
- Jobs (Basic): Create & Apply Templates
- Tasks (Basic): Create & Apply Templates
- Invoices (Basic): Create & Apply Templates
- Messages (Basic): Create & Apply Templates
- Email (Basic): Create & Apply Templates
- Contracts (Basic): Create & Apply Templates
- Folder Templates (Basic): Create & Apply
- Manual & Automatic Reminders