By Shahram and 1 other2 authors17 articles
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