pipelines in der Kanzlei einrichten

After you know the basics about pipelines in TaxDome, you have some practice. In this article, you’ll find interactive demos for the basic actions related to pipeline setup. Watch them hands-on and repeat the actions shown.

Laden Sie eine pipeline Vorlage und passen Sie diese an Ihre Bedürfnisse an

The easiest way to start working with pipelines is to download a free template from the Marketplace and adjust it to your needs. Pipeline templates come with all the other templates used for automations inside them, so you will need to review them, too. Follow this demo hands-on and learn the essential steps.

Automatisieren von Routineaufgaben in pipelines

Pipeline automations help you spend less time on manual tasks. Here, we’ll show you how to add ones to your pipelines.

Abhängigkeit erstellen: automove Aufträge

Automove - is the essential pipeline setting. If you turn on automove , your jobs will transition to the next stages as soon as all the required action items are done. Let’s see how it works.

Anpassen, wie sich Aufträge mit bedingter Logik bewegen

If you want to set up the same process differently for different clients (e.g., sent different proposals or invoices for different client groups), you don’t need to create extra pipelines. Instead, you can use conditional logic in one pipeline. Here’s how you can do it. Before you start, ensure you have test clients with different account tags applied.

Zeitplan für wiederkehrende Aufträge

When doing regular services for your clients, you don’t have to create a job manually each time the time comes. Follow this guide to see how you can set up job recurrences so that jobs are created automatically. 

Teammitgliedern Zugang zu pipelines gewähren

You need to give your team members the required access rights to work with pipelines. Otherwise, they will not see it. Here’s how.

Bereiten Sie Ihr Team auf die Abrechnung der für Aufträge aufgewendeten Zeit vor

You can make the work of your firm more transparent by making your team track time while they are working. To do so, you must prepare some services with per-hour billing and teach your team how to track time in jobs . In this guide, learn how to do it.

Add custom job statuses

Make your pipelines more flexible by adding custom job statuses that match your firm’s workflow. You can create them from the pipeline editing page or directly from a job card. Let’s see how it works.