Shahram Zarshenas avatarAnthony Guevara avatar
2 authors18 articles
How to Create Projects/Work in Financial CentsLearn how to create work in Financial Cents
Internal Due DatesHow to track internal or estimated due dates
Create any workflow template in seconds with ChatGPT AIUse AI to create any workflow template in seconds
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?Why haven't my projects recurred yet
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