FAQ's
21 articles
- 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