Basic concepts
- What is a workflow system?
- What is a workflow route
- How to set whether workflow systems default to being 'active' or 'not active' when you create a new client
- How to deactivate/delete/reactivate a workflow system
- How to make a workflow system visible to only individuals or organisations.
- What is the difference between a job and a task?
- What is a Sub-system?
- How to handle unincorporated clients on the main accounts workflow.
- How to change when jobs automatically create.
- How to change job card layout and colour.
- How can I restore a deleted job?
- When is a job marked as complete?
- Is my actual date alongside the wrong stage?
- Can I re-open a completed job?
- How to set up task list in Glide.
- How to deactivate a workflow on a client.
- How to change which route a client uses.