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Understanding how pipelines work is essential for setting up your workflow with TaxDome. However, when you are confident enough on creating templates and using automations, it’s time to reveal the cards. You don’t need to create all templates from scratch as we have an extensive template library.
Setting TaxDome up by copying a pipeline template from the library and editing it takes about 15 minutes, which is much quicker than doing it all from scratch.
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Workflow in TaxDome: Step 9. Use pipeline templates from the TaxDome library
Understanding how pipelines work is essential for setting up your workflow with TaxDome. However, when you are confident enough on creating templates and using automations, it’s time to reveal the cards. You don’t need to create all templates from scratch as we have an extensive template library.
Setting TaxDome up by copying a pipeline template from the library and editing it takes about 15 minutes, which is much quicker than doing it all from scratch.
