Glide Workflow
- Can I re-open a completed job?
- Is the Companies House deadline updated when year end extended very close to the deadline?
- What is the difference between a job and a task?
- What is the difference between the Preparer and Holder?
- I have too many jobs in my jobs held list
- Does Glide show the 1st year Companies House deadline? [UK only]
- How does a job enter/leave the pool?
- When should I use a new sub-system?
- When is a job marked as complete?
- Can payroll jobs go to the Last Friday/Working day etc?
- Can I restore a deleted job?
- De-link client partner and/or manager from a workflow system
- Is my actual date alongside the wrong stage?
- Can I print my workflow diagrams to share with colleagues
- How do I close down a client we no longer act for?
- Can I add job types to an ad-hoc workflow system?
- Should I categorise personal tax returns? (UK)