Workflow & Automation
Track the status of work & hit client deadlines
By Shahram and 1 other2 authors42 articles
Tracking Work & Deadlines in Your Workflow Dashboard
How to use workflow filters to run reports and track specific work
Workflow templates - Document Your Processes
Tag Automators - Automate the status of work
Placeholders roles for templates
Recurring Projects: How they work
Accounting Periods for Projects
Create Saved Filtered Workflow Views
How to Customize my Workflow Dashboard
Calendar View - Tracking Client Work
Due date constraints on templates
Create Your Client Work
How to import your workflow starter pack into Financial Cents
Collaborating with your Team in Financial Cents
Bulk Extend Projects from your Workflow Dashboard
Getting Your FREE Workflow Templates with Financial Cents
Snooze your projects and more!
Comments in the activity log, custom fields export, and more!
Client relationships, internal due date, tags for templates
Save Workflow Views & more notifications
Time tracking and dependent task updates
Emails triggered by tasks
Default settings for Workflow Templates
How to Create Projects/Work in Financial Cents
Internal Due Dates
Create any workflow template in seconds with ChatGPT AI
How to Extend Due Dates
How to Bulk Edit Projects
How to customize firm-wide automations
How to set up reminders for due dates
How Does the Show Current Assignee Filter Work?
How to Add Task Dependencies
Can I upload workflow templates from a CSV or Excel file?
How to Mark a Project Completed
How to Copy a Project to Multiple Clients
Can I share my templates with friends?
How long does it take for a project to recur?
How to create tag & status filters
Can I customize my workflow dashboard?
How to track prospects and leads in Financial Cents