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