🔥 What your clients want you to know: insights from 1,000 taxpayers. Read the Industry report

🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

See 6000
Reviews
Back to list of articles

Document

Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks

Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
5 Min

What’s the difference between Pipelines, Jobs, and Tasks? Here, we break it all down by showing you the overall structure of the TaxDome workflow system.

Read more
Previous article Next article

Document

Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks

What’s the difference between Pipelines, Jobs, and Tasks? Here, we break it all down by showing you the overall structure of the TaxDome workflow system.

You might also like

Help Article
Chats: overview
Chats: overview
  • CRM & Clients
4 Min
Help Article
Mobile App: Working with documents
Mobile App: Working with documents
  • Apps
2 Min
Help Article
Test your setup before going live
Test your setup before going live
  • Setup & Implementation
6 Min
Help Article
One-time invoices: Overview
One-time invoices: Overview
  • Invoicing
7 Min

Privacy settings

This website uses cookies and similar technologies to ensure you get the best experience on our website. By proceeding, you agree with our cookie policy.