Financial Cents

<a href="https://www.youtube.com/watch?v=ZpxPR5vEVuI&amp;list=PL4AxNfBt5JI8ZmiQQpQ6vfza7pllxidu0&amp;index=1&amp;t=8s" rel="nofollow noopener noreferrer" target="_blank">Watch Best Practice Webinar</a>

***Click on the blue links to watch the videos!***

<a href="https://www.loom.com/share/6ccb0b69e4e3407dbd5f28945782ad6e" rel="nofollow noopener noreferrer" target="_blank">Using workflow filters to get more visibility</a>

- Search bar
- Custom tags
- Due date
- Open/closed
- Assignee
- Show current assignee
- Clients
- Client groups

<a href="https://www.loom.com/share/a75ba4883f534e689662055938336cd8" rel="nofollow noopener noreferrer" target="_blank">Creating saved &amp; default views</a>

<a href="https://www.loom.com/share/63b786a6d0994606a1a8a029deefcbc0" rel="nofollow noopener noreferrer" target="_blank">Customizing your dashboard</a>

<a href="https://www.loom.com/share/f343a1acf5e74bc1ad19323020a0beb1" rel="nofollow noopener noreferrer" target="_blank">Exporting your projects into excel</a>

<a href="https://intercom.help/financialcents/en/articles/6390461-tag-automators-automate-the-status-of-work" rel="nofollow noopener noreferrer" target="_blank">Tag/Status Automators</a>

- <a href="https://www.loom.com/share/6ccb0b69e4e3407dbd5f28945782ad6e" rel="nofollow noopener noreferrer" target="_blank">Using workflow filters to get more visibility</a> 
 - Search bar
 - Custom tags
 - Due date
 - Open/closed
 - Assignee
 - Show current assignee
 - Clients
 - Client groups
- <a href="https://www.loom.com/share/a75ba4883f534e689662055938336cd8" rel="nofollow noopener noreferrer" target="_blank">Creating saved &amp; default views</a>
- <a href="https://www.loom.com/share/63b786a6d0994606a1a8a029deefcbc0" rel="nofollow noopener noreferrer" target="_blank">Customizing your dashboard</a>
- <a href="https://www.loom.com/share/f343a1acf5e74bc1ad19323020a0beb1" rel="nofollow noopener noreferrer" target="_blank">Exporting your projects into excel</a>
- <a href="https://intercom.help/financialcents/en/articles/6390461-tag-automators-automate-the-status-of-work" rel="nofollow noopener noreferrer" target="_blank">Tag/Status Automators</a>

<a href="https://youtu.be/BivCg0mz-Bk" rel="nofollow noopener noreferrer" target="_blank">How projects work inside of Financial Cents</a>

- Checklists
- Team collaboration
- Documents
- Client emails

<a href="https://www.loom.com/share/7b85c8a3fc23424cbd8161ddf06e9538" rel="nofollow noopener noreferrer" target="_blank">How to detail your process for completing work</a>

- Descriptions
- Subtasks
- Live links in tasks
- Assign people to the tasks

<a href="https://www.youtube.com/watch?v=auoroT1-R3E" rel="nofollow noopener noreferrer" target="_blank">Automatically notify your team when work is ready (dependencies)</a>

<a href="https://youtu.be/oxQOm8ESur4" rel="nofollow noopener noreferrer" target="_blank">Automating client data collection (Client tasks)</a>

- Client friendly
- Secure and encrypted
- Upload docs to FC or another DMS system

<a href="https://www.loom.com/share/be7c42709e97467986334476a3a86cb1" rel="nofollow noopener noreferrer" target="_blank">Link to external resources &amp; apps from within the project</a>

- <a href="https://youtu.be/BivCg0mz-Bk" rel="nofollow noopener noreferrer" target="_blank">How projects work inside of Financial Cents</a>
 - Checklists
 - Team collaboration
 - Documents
 - Client emails
- <a href="https://www.loom.com/share/7b85c8a3fc23424cbd8161ddf06e9538" rel="nofollow noopener noreferrer" target="_blank">How to detail your process for completing work</a>
 - Descriptions
 - Subtasks
 - Live links in tasks
 - Assign people to the tasks
- <a href="https://www.youtube.com/watch?v=auoroT1-R3E" rel="nofollow noopener noreferrer" target="_blank">Automatically notify your team when work is ready (dependencies)</a>
- <a href="https://youtu.be/oxQOm8ESur4" rel="nofollow noopener noreferrer" target="_blank">Automating client data collection (Client tasks)</a> 
 - Client friendly
 - Secure and encrypted
 - Upload docs to FC or another DMS system
- <a href="https://www.loom.com/share/be7c42709e97467986334476a3a86cb1" rel="nofollow noopener noreferrer" target="_blank">Link to external resources &amp; apps from within the project</a>

<a href="https://youtu.be/5nAOBSmrWOQ" rel="nofollow noopener noreferrer" target="_blank">Customizing them to fit your process</a>

- Descriptions
- Dependencies
- Subtasks
- Add assignees
- Due to date constraints

<a href="https://www.loom.com/share/0c80a10a7ea74889a1cea893ff6ff551" rel="nofollow noopener noreferrer" target="_blank">How to quickly add a checklist from excel, word, or other apps to create your templates in FC</a>

***Pro tip: build out your workflow templates before creating your work

- <a href="https://youtu.be/5nAOBSmrWOQ" rel="nofollow noopener noreferrer" target="_blank">Customizing them to fit your process</a>
 - Descriptions
 - Dependencies
 - Subtasks
 - Add assignees
 - Due to date constraints
- <a href="https://www.loom.com/share/0c80a10a7ea74889a1cea893ff6ff551" rel="nofollow noopener noreferrer" target="_blank">How to quickly add a checklist from excel, word, or other apps to create your templates in FC</a>
- ***Pro tip: build out your workflow templates before creating your work

<a href="https://www.loom.com/share/ba2169d205f4421dbfdc5b621a1cfb55" rel="nofollow noopener noreferrer" target="_blank">Different types of due dates</a>

<a href="https://youtu.be/tdJ_MqSf6rM" rel="nofollow noopener noreferrer" target="_blank">Recurrences: how they work</a>

<a href="https://youtu.be/tX-pJcTzk3g" rel="nofollow noopener noreferrer" target="_blank">Adding the Accounting period to your project title</a>

<a href="https://www.loom.com/share/bfdf0c4cc98649d29098378fd8cc585e" rel="nofollow noopener noreferrer" target="_blank">How to copy work across your client base</a>

- <a href="https://www.loom.com/share/ba2169d205f4421dbfdc5b621a1cfb55" rel="nofollow noopener noreferrer" target="_blank">Different types of due dates</a>
- <a href="https://youtu.be/tdJ_MqSf6rM" rel="nofollow noopener noreferrer" target="_blank">Recurrences: how they work</a>
- <a href="https://youtu.be/tX-pJcTzk3g" rel="nofollow noopener noreferrer" target="_blank">Adding the Accounting period to your project title</a>
- <a href="https://www.loom.com/share/bfdf0c4cc98649d29098378fd8cc585e" rel="nofollow noopener noreferrer" target="_blank">How to copy work across your client base</a>

Watch Best Practice Webinar

Click on the blue links to watch the videos!

Workflow Dashboard

Projects

Workflow Templates

Creating Work