Advanced Workflows

Automate the send of documents and emails to Contacts, so you never miss sending an important piece of communication.

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With Advanced Workflows, you can populate To-Do Items to your calendar and list and automate the send of emails and documents.

How many Workflow Templates can I create in 17hats?
There is no limit of the number of Workflow Templates you can create in 17hats.

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

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

Advance Workflows are available in Level 3.

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