Workflows

Alexa avatar Jack Donahue avatar Australia K. avatar +2
17 articles in this collection
Written by Alexa, Jack Donahue, Australia K. and 2 others

Workflows: Send Invoice Completion Triggers

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Written by Alexa
Updated this week

Workflows: Send Quote Completion Triggers

How to mark a quote step as "completed" based on the linked contract or linked invoice
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Written by Alexa
Updated this week

Workflows: Change Calendar

How to use an action item in your workflow to change your project's calendar automatically
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Written by Alexa
Updated this week

All About Workflows - Triggering Your Workflow

A Workflow can be triggered automatically or manually, depending on your business needs.
Jack Donahue avatar
Written by Jack Donahue
Updated over a week ago

What is the difference between a Workflow and a Lifecycle?

Australia K. avatar
Written by Australia K.
Updated over a week ago

What Are Workflow Phases?

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Written by Alexa
Updated over a week ago

Workflows: To-Dos, Action Items, Pauses

What’s the difference between a "To Do" item, and "Action" item, and a "Pause" item in the workflow?
Alexa avatar
Written by Alexa
Updated over a week ago

Workflows: Action Items

Detailed breakdown for how to send an action item
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Written by Alexa
Updated over a week ago

How to use a To-Do item in my workflow?

Travis avatar
Written by Travis
Updated over a week ago

How to use a "Pause" item in my workflow?

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Written by Travis
Updated over a week ago

Why is the "Review" Button Not Working in my Workflow?

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Written by Alexa
Updated over a week ago

Workflow Notifications: Archived Projects

What happens to workflow notifications if I archive my project?
Alexa avatar
Written by Alexa
Updated over a week ago

What time are automated emails sent from within my workflows?

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Written by Alexa
Updated over a week ago

Changing Workflow Templates

If I change a workflow template, does it change the instances of it that are already active?
Alexa avatar
Written by Alexa
Updated over a week ago

Workflow Step: "After all previous items are complete"

What does the "After all previous items are complete" checkbox in Workflows mean?
Alexa avatar
Written by Alexa
Updated over a week ago

Can I mark items as complete in a workflow?

Mark upcoming items in a workflow as complete
Alexa avatar
Written by Alexa
Updated over a week ago

What is the workflow base date?

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Written by Sierra Tuttle
Updated over a week ago