Workflows are the unit of work in the platform — one workflow per engagement, audit, filing, or task that needs to be completed for a client.

  1. Click Workflows in the sidebar.
  2. Click the Add Workflow button in the top right.
  3. On the Add Workflow page, choose one of two starting points:
  • Create New Workflow — a blank workflow you build from scratch.
  • Clone From Template — pre-populates items and structure from one of your workflow templates so you don't start from zero.
  1. Fill in the workflow details:
  • Name — a descriptive title (e.g. "Q4 2026 VAT Return — Acme Ltd").
  • Client — the client this workflow is for. The client's services pre-filter the service dropdown.
  • Service — the service being delivered. Drives billing rules and reporting.
  • Period — Daily, Weekly, Monthly, Quarterly, Yearly, or Custom. Helps with bulk creation and reporting.
  • Start date, End date, Due date — used in scheduling and overdue calculations.
  • Owners — accountable for delivery (typically managers or partners).
  • Assignees — the team members actually doing the work.
  1. Click Create.

You land on the workflow's Workspace where you can add items, assign individual fields to teammates, and start completing the work.

Tip: From the workflows list, the three-dot menu in the top right offers more creation options: Bulk Create (one template across many clients at once), Bulk Related Services (auto-create follow-on workflows for services that depend on other services), and Import (bring workflows in from Excel).

What you can do on the workflow detail page

  • Details tab — change client, service, dates, owners, and visibility.
  • Workspace tab — work through the items; switch to Edit Mode to add, reorder, or remove items.
  • Collaboration tab — internal comments and (if shared) client-facing comments with mentions and file attachments.
  • Time & Billing tab — log time, add expenses, configure the budget, and bill the workflow (if invoicing is enabled).