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Workflow in TaxDome: A simple checklist What if you could save an average of 40 hours per employee per month on routine tasks? It’s well within your reach with automations. Here is a step-by-step checklist for setting up your company workflow with TaxDome
More on this in the Workflow in TaxDome course in our Academy
1. Say hello to pipelines
- Map your processes by determining what they are and what steps they contain, then get acquainted with TaxDome pipelines’ structure and create your first pipeline
- Configure your first pipeline by adjusting its settings, creating a job template and adding your first job to it
2. Automate your workflow
- Create automations in the pipeline for the repeated tasks related to communication both with your clients and your team
- Automove jobs to make automations trigger actions without you liing a finger
- Set up conditional logic to handle different processes and clients in a single pipeline
- Schedule job recurrence to ensure that all repetitive jobs are created automatically and on time
3. Prepare pipelines for launching
Give access to pipelines and jobs to the right team members to distribute the workload
Foolproof your pipeline to ensure that everything works as intended both for the clients and for team members
Speed up setting TaxDome up by copying templates from our library and editing them according to your needs
More questions?
Here are the top four ways to find answers:
- Visit the TaxDome Help Center, and use the search bar to find the desired topic.
- Book a one-on-one call with someone from our team.
- Check out the resources on the Get Help Page.
- Reach out to our Customer Success team by email.
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Workflow in TaxDome: a simple checklist
Workflow in TaxDome: A simple checklist What if you could save an average of 40 hours per employee per month on routine tasks? It’s well within your reach with automations. Here is a step-by-step checklist for setting up your company workflow with TaxDome
More on this in the Workflow in TaxDome course in our Academy
1. Say hello to pipelines
- Map your processes by determining what they are and what steps they contain, then get acquainted with TaxDome pipelines’ structure and create your first pipeline
- Configure your first pipeline by adjusting its settings, creating a job template and adding your first job to it
2. Automate your workflow
- Create automations in the pipeline for the repeated tasks related to communication both with your clients and your team
- Automove jobs to make automations trigger actions without you liing a finger
- Set up conditional logic to handle different processes and clients in a single pipeline
- Schedule job recurrence to ensure that all repetitive jobs are created automatically and on time
3. Prepare pipelines for launching
Give access to pipelines and jobs to the right team members to distribute the workload
Foolproof your pipeline to ensure that everything works as intended both for the clients and for team members
Speed up setting TaxDome up by copying templates from our library and editing them according to your needs
More questions?
Here are the top four ways to find answers:
- Visit the TaxDome Help Center, and use the search bar to find the desired topic.
- Book a one-on-one call with someone from our team.
- Check out the resources on the Get Help Page.
- Reach out to our Customer Success team by email.
