Workflows

Workflow Overview

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

Written by Teresa Webb
Updated this week

Streamline Followup Emails

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

Written by Travis
Updated over a week ago

All About Workflows - Triggering Your Workflow

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

Written by Jack Donahue
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?

Written by Travis
Updated over a week ago

Workflows: Action Items

Detailed breakdown for how to send an action item

Written by Travis
Updated over a week ago

Workflow Notifications: Archived Projects

What happens to workflow notifications if I archive my project?

Written by Travis
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?

Written by Travis
Updated over a week ago

Workflows: Send Invoice Completion Triggers

Written by Travis
Updated over a week ago

Workflows: Send Quote Completion Triggers

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

Written by Travis
Updated over a week ago

Workflows: Change Calendar

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

Written by Travis
Updated over a week ago

Updating Workflow Templates

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

Written by Amanda Rae
Updated over a week ago

Workflow Base Dates

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

Written by Amanda Rae
Updated over a week ago

What Are Workflow Phases?

Written by Travis
Updated over a week ago

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

Written by Travis
Updated over a week ago

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

Written by Travis
Updated over a week ago

What is the difference between a Workflow and a Lifecycle?

Written by Amanda Rae
Updated over a week ago

Can I mark items as complete in a workflow?

Mark upcoming items in a workflow as complete

Written by Travis
Updated over a week ago

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

Written by Travis
Updated over a week ago

What time are automated emails sent from within my workflows?

Written by Travis
Updated over a week ago