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Workflows
Workflows

Take the repetitive work off your plate

Sam Gioia avatarCharis Barg avatar
By Sam and 1 other2 authors18 articles

Preparing for workflows


What is a workflow?
Before building workflows
Writing out your process

Building workflows


Creating workflows
Workflow actions
Workflow Triggers: Relative vs Fixed Dates
Workflow Triggers: General
Workflow Triggers: Project Dates
Workflow Triggers: Client Progress
Workflow Triggers: Scheduler Appointments
Workflows with payment plans
Controlling Workflow Automation with Approval and Todos

Managing workflows


Workflow errors
Start a workflow from a public scheduler
Apply workflows to projects
Manage a workflow inside a project
Workflow overview chart
Setting office hours in workflow
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