17hats

The difference between Advanced Workflows and Basic Workflows.

Workflows: Advanced vs Basic

Teresa Webb

Travis

Jack Donahue

Learn more about our Workflow Feature here! 

Workflows

What are Workflows? How do I create and implement them?

Workflow Overview

Learn how to make following up with leads easier, and more streamlined.

Streamline Followup Emails

A Workflow can be triggered automatically or manually, depending on your business needs.

All About Workflows - Triggering Your Workflow

What’s the difference between a "To Do" item, and "Action" item, and a "Pause" item in the workflow?

Workflows: To-Dos, Action Items, Pauses

Detailed breakdown for how to send an action item

Workflows: Action Items

What happens to workflow notifications if I archive my project?

Workflow Notifications: Archived Projects

The Basics

Automatically add or remove Project and Contact Tags through Workflows in 17hats.

Automatically Tag Contacts and Projects

Workflows: Send Invoice Completion Triggers

How to mark a quote step as "completed" based on the linked contract or linked invoice

Workflows: Send Quote Completion Triggers

How to use an action item in your workflow to change your project's calendar automatically

Workflows: Change Calendar

Jennifer Ann

Workflow Triggers & Steps

Learn what updates apply to activated workflows within projects and what changes you'll need to make manually.

Updating Workflow Templates

Learn what the Workflow Base Date refers to and what it's automatically set as.

Workflow Base Dates

What Are Workflow Phases?

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

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

What is the difference between a Workflow and a Lifecycle?

Mark upcoming items in a workflow as complete

Can I mark items as complete in a workflow?

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

What time are automated emails sent from within my workflows?

Amanda Rae

FAQs

Find answers and get help from Intercom Support and Community Experts

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