Now you can automate the status/tags of your work as it moves through the process.
This will automatically change the tag (status) on the project as certain tasks are completed.
This will also automatically apply a "waiting on client info" tag (status) to the client when you send client tasks (requests) through Financial Cents.
How to set up your Tag Automators on tasks
You can set up the Tag Automators within the task, as seen below.
You will have the choice to either add or remove the tag from a project when the task is completed.
Then you can select the specific tag that you want added or removed when this task is completed.
Now, when that task is completed the tag will be added to the overall project.
Want to learn more about how to set up your Tags? Read this article.
How the Tag Automators work for client tasks (requests)
When you send client tasks (requests) to clients through Financial Cents, it will automatically change the tag (or status) of the project to "Waiting on client info."
Once the client has completed the request list, it will automatically remove the "Waiting on client info" tag.
This will make it easier for your team to track which work is waiting on information from your clients!
***This has been set as the default for all of your projects in Financial Cents. You will not have to do anything to turn on this feature.***