Workflow & Automation
Track the status of work & hit client deadlines
44 articles
- Drag and Drop Files to TasksDrag one or more files from your desktop onto any Client Task or Team Task to attach them instantly. The row highlights as you drag over it, and the files…
- Tracking Work & Deadlines in Your Workflow DashboardHow to easily track the status of client work in your workflow dashboard
- Workflow Templates - Document Your ProcessesTurn your firm's processes into reusable templates, then keep them organized with categories so the right template is always seconds away.
- Placeholders roles for templatesAuto assign team members to tasks when creating work from templates
- Recurring Projects: How They WorkAutomate work creation with recurring projects, choose the recurrence that fits each engagement, and keep one-time setup tasks from repeating.
- Accounting Periods for ProjectsSpecify what accounting period your projects are for in FC
- Workflow AutomationsUse Automations to automate admin tasks
- Create Saved Filtered Workflow ViewsCreate saved workflow views and custom reports to declutter your view and see the work that matters most to you
- How to Customize my Workflow DashboardHow do I change the fields I see on my workflow dashboard?
- Calendar View - Tracking Client WorkThe calendar view is a different way to track client work
- Due Date Constraints on TemplatesSet task-level due dates once in your template and let Financial Cents automatically calculate every deadline when a project is created or its due date changes.
- Work ResourcesLink to important resources, apps, videos, and documents from work inside Financial Cents
- Create Your Client WorkSet up your client work in Financial Cents to track deadlines and collaborate with your staff.
- Collaborating with your Team in Financial CentsLearn how you can keep your team in the loop by collaborating on work inside of Financial Cents
- Default settings for Workflow TemplatesStreamline and automate work creation
- Save Workflow Views & more notificationsSave & set default workflow views, @ team members on the client profile page, and upload any size document
- Calendar ViewLearn more about the Calendar View in Financial Cents
- Auto-send templated emails to clientsAutomatically send a templated email to your client when a task or section is completed, and review or edit it before it goes out.
- Auto-create projects when tasks or sections are completedAutomatically create a new project when a task or section is completed, and review or edit the project details before it is created.
- Tag Automators - Automate the status of workAutomatically change the status or tag on the work when a task or section is completed
- Become A Workflow ChampionShare templates to the template library
- Client-facing work statuses
- Optimize your workflow templatesFollow this guide to take your templates to the next level
- Bulk Edit Tasks on a ProjectUpdate assignees, due dates, or budgeted time across multiple tasks at once without editing each one individually.
- Create any workflow template in seconds with ChatGPT AIUse AI to create any workflow template in seconds
- Internal Due DatesHow to track internal or estimated due dates
- How to Create Projects/Work in Financial CentsLearn how to create work in Financial Cents
- How to Extend Due DatesApply due date extensions for client work in Financial Cents
- How to Bulk Edit ProjectsHow to easily mass or bulk edit your projects in Financial Cents
- How to customize firm-wide automationsHow to turn off your automated workflow settings in Financial Cents
- How to set up reminders for due datesDue date reminders on projects/work
- How Does the Show Current Assignee Filter Work?Enhance your visibility by understanding who the current assignee is on client work in Financial Cents
- How to Add Task DependenciesUse task dependencies to automatically notify team members when it's time to begin their task
- Can I upload workflow templates from a CSV or Excel file?When creating templates can I upload a CSV or Excel file?
- How to Mark a Project CompletedHow to close a project and make it disappear from your workflow dashboard
- How to Copy a Project to Multiple ClientsEasily assign or duplicate a project to multiple clients at once
- Can I share my templates with friends?Easily share your workflow templates with your friends that use Financial Cents
- How long does it take for a project to recur?Know exactly when Financial Cents creates the next recurring project so you can plan around it and trust that nothing slips through.
- How to create tag & status filtersHow to use tags to better track client work
- Can I customize my workflow dashboard?Customize your workflow dashboard to track the information that matters most to your firm
- How to track prospects and leads in Financial CentsEasily track leads through the sales process in Financial Cents
- Bulk Extend Projects from your Workflow DashboardUse the bulk extend feature to easily extend multiple projects at once inside Financial Cents
- Troubleshooting Recurrence IssuesHow to resolve issues with project recurrences
- Big updates to client tasks and chat