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• Create a new workflow system: Video 1/5 - Stages and steps
• Glide set up task list
• A suggestion for automating Personal Tax payment reminders
• Client specific target dates - e.g. for payroll data
• Long guide: Staff allocation
• Handling Unincorporated clients on the main Accounts workflow
• Create a new workflow system: Video 3/5 - Statutory deadlines are target dates
• Ensure annual billed clients are billed
• Allocating all payroll (etc) jobs to one person
• Create a new workflow system: Video 2/5 - Job positions, job holder and the pool