Workflow Guides

Workflow guides explain how to complete common jobs from start to finish.

Available Guides

Workflow	Use it when
Create a Project from a Template	You are starting a repeatable client engagement.
Assign Resources by Skill	You need the best available team member for project work.
Submit and Approve a Timesheet	Team members need to submit hours and managers need to review them.
Send an Invoice Reminder	Finance needs to follow up on an invoice.
Enable Credit Notes	Admins need to turn on or configure credit note behavior.
Configure a Client Portal	A team needs to expose project information to a customer.
Create and Work a Ticket	A client issue should be tracked against an SLA.
Start and Complete a Sprint	Delivery work should run in a time-boxed iteration.
Check In for Attendance	The team tracks on-site or geofenced attendance.
Log and Close an Incident	A delivery or workplace event should be recorded.

Before You Start

Most workflows depend on:

• Your role and permissions.
• Enabled plan features.
• Organization settings.
• Required related records.
• Approval status of the record.

If a step is not visible, review Troubleshooting.

Related Docs

• Projects
• Resources and Capacity
• Time and Timesheets
• Invoices
• Service Desk
• 4DX Planning
• Internal Operations
• Settings and Administration