To-Do Workflows

Add important to-dos to your Calendar and To-Do List. Automate recurring to-dos for every client, and never miss a step.

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There's so much to do with each client. To-Do Workflows are here to make sure you never miss a step.

A Workflow is a list of steps you need to complete for your clients. By building those steps into a Workflow, and applying the Workflow to a Project, you will never skip an important step again.

Can To-Do deadlines be based on a Project Date?
Yes, you can select a date on which to base your To-Do deadline.

Can a Project have more than one To-Do Workflow at a time?
Yes, Projects can have multiple To-Do Workflows in place at the same time.

Can I assign To-Do Workflow items to another user?
Yes, you are able to assign To-Do Workflow items to other users on your account.

To-Do Workflows are available in Level 2 and Level 3.

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