Projects are the central hub for your client interaction. Think of it as a file folder for your client. The project holds all the client's documents including lead capture forms, quotes, questionnaires, invoices, contracts, emails, etc. It also stores your workflows and displays your project's lifecycle.
Workflows are pre-written to-do lists that help you automate your internal and client processes. They will be applied to each project automatically when a client fills out a Lead Capture Form or manually. These "To-do lists" are pre-set with your templated documents and emails that you want to send. They can be added to your workflow as "Action" items. Learn more about workflows here.
Below you'll see where the workflow appears on the project:
Once you click on the workflow itself, you can see the full process:
Lifecycles give you a visual representation of where your project is at within your overarching process. You can read more about the difference between lifecycles and workflows here.
It’s important to note that you do not have to create both a lifecycle and a workflow although they can work together. A lifecycle does not have to follow the steps of your workflow or vise versa. They are entirely separate, and you can build them in any fashion that meets your needs.
*Lifecycles and workflows are not available with all plans.
If you have additional questions regarding projects, workflows, or lifecycle reach out to our Support Team via live chat or by email at Support@17hats.com