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Workflow - Tracking Client Work and Deadlines
Workflow - Tracking Client Work and Deadlines
Delegate client work, standardize your process, collaborate with your team, and track deadlines
15 articles in this collection
Written by
Shahram Zarshenas
Tracking Work & Deadlines in Your Workflow Dashboard
How to easily track the status of client work in your workflow dashboard
Written by
Shahram Zarshenas
Updated over a week ago
Extension Due Dates
The ability to extend due dates for client work
Written by
Shahram Zarshenas
Updated over a week ago
Workflow templates - Streamline Your Process
Set up your templates to streamline your process and maintain work quality as your firm grows
Written by
Shahram Zarshenas
Updated over a week ago
Recurring Projects: How they work
Learn how you can set your work to repeat to automate work creation
Written by
Shahram Zarshenas
Updated this week
Other Key Workflow Features
Accounting Periods for Projects
Now you can specify what accounting period your projects are for in FC
Written by
Shahram Zarshenas
Updated over a week ago
Due Date Reminders
Project and task reminders
Written by
Shahram Zarshenas
Updated over a week ago
Custom Tag Filters
How to use tags to better track client work
Written by
Shahram Zarshenas
Updated over a week ago
Show Who's Next Filter - Advanced Workflow Filtering
Get more visibility by seeing who's currently working on the client work from your workflow dashboard
Written by
Shahram Zarshenas
Updated over a week ago
Task Dependencies
Use task dependencies to automatically notify team members when it's time to begin their task
Written by
Shahram Zarshenas
Updated over a week ago
Create Saved Filtered Workflow Views
Easily filter your firm's work to see the work you want to see. You can even set a default view!
Written by
Shahram Zarshenas
Updated over a week ago
FAQ's
Can I upload workflow templates from a CSV or Excel file?
Can I Upload CSV or Excel file workflow templates
Written by
Shahram Zarshenas
Updated over a week ago
Can I customize my workflow dashboard?
Customize your workflow dashboard to track the information that matters most to your firm
Written by
Shahram Zarshenas
Updated over a week ago
How to mark a project completed
How to close a project and make it disappear off your workflow dashboard
Written by
Shahram Zarshenas
Updated over a week ago
How to copy a project to multiple clients
Easily assign or duplicate a project to multiple clients
Written by
Shahram Zarshenas
Updated over a week ago
Can I share my templates with friends?
Easily share your workflow templates with your friends that use Financial Cents
Written by
Shahram Zarshenas
Updated over a week ago