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Most Popular Articles

  • How to add another dashboard.
  • How to add/remove a widget to/from your dashboard.
  • Create a new workflow system: Video 1/5 - Stages and steps
  • Workflow action: Set target date calendar days
  • How to create a template dashboard.
  • How to create new custom client fields.
  • How to update clients in bulk using the Excel import tool.
  • What is a job position and what can they do?
  • A suggestion for automating Personal Tax payment reminders
  • Can I re-open a completed job?

Categories

  • Basic concepts
  • Job frequencies
  • Stages and steps
  • Job positions and the job holder
  • Deadlines and target dates
  • Job fields
  • Workflow actions
  • Multiple routes
  • Multiple sub-systems
  • Common scenarios
  • Example flows
  • Dashboards
  • Reporting
  • Bulk operations
  • FAQ - Workflow management
  • Workflow Management - Other
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