progetti
Manage workflows using customizable stages, conditional logic, automations, and more.
progetti : Panoramica
Use pipelines to manage various services, such as bookkeeping, tax preparation, weekly payroll, and more.
Add & set up pipelines
Create and customize pipelines—by using editable templates.
Conditional stages & automations in pipelines
Create if-then rules that trigger automations or create stages for selected groups of clients.
Lavorare con progetti
Access pipelines, add jobs for client accounts, work with jobs inside pipelines, and more.
tag In progetti
Visualizza e usa account tag nel tuo progetti .
Azioni in blocco in flusso di lavoro
Save time by performing bulk actions on jobs, tasks, or job recurrences.