Workflows

Workflow Overview

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

Written by Teresa Webb
Updated over a week ago

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

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