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Workflows
Workflows
Learn more about our Workflow Feature here!
+2
19 articles in this collection
Written by
Jack Donahue,
Travis,
Amanda Rae
and 2 others
The Basics
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
Workflow Triggers & Steps
Automatically Tag Contacts and Projects
Automatically add or remove Project and Contact Tags through Workflows in 17hats.
Written by
Jennifer Ann
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
FAQs
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