Workflow Boards
This article will show you how to copy and move client cards on a board, making it easy to organize and manage clients and employees efficiently.
This article will show you how to add and complete checklists on your boards, helping you stay organized and track progress on your tasks efficiently.
Learn how to build automations into your board workflows for client intake, employee onboarding, and any additional client or employee board you build.
How to Add and Use Checklists on Boards
This article will show you how to add and complete checklists on your boards, helping you stay organized and track progress on your tasks efficiently.
How to Copy Cards on Board
This article will walk you through how to copy cards across boards, allowing you to place a client or employee card on multiple boards for easier access and organization.
How to Move Client Cards on Boards
This article will show you how to move client cards, making it easy to organize and manage client information efficiently
Review Existing Board Automations
This article will show you how to review your existing board automations.
Send Message
As you move clients through intake or employees through onboarding, you may want to send automated messages. This article will show you how to create the message and build the automation to send it at a specific point in your process.