Pipeline Page Updates – Bulk Move and Filters

You can now bulk select jobs right inside your pipeline. Once selected, the jobs could be easily archived, deleted, or bulk moved to another stage.
You can also filter jobs inside a pipeline by job assignee, due date, priority, or account.
Example: You may quickly clear your pipeline by displaying all jobs with past due dates, and bulk archiving them.

Learn more about jobs: https://help.taxdome.com/article/109-using-jobs

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.

You can now bulk select jobs right inside your pipeline. Once selected, the jobs could be easily archived, deleted, or bulk moved to another stage.
You can also filter jobs inside a pipeline by job assignee, due date, priority, or account.
Example: You may quickly clear your pipeline by displaying all jobs with past due dates, and bulk archiving them.

Learn more about jobs: https://help.taxdome.com/article/109-using-jobs

TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/​.

If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo​.

If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars​.