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Up Next Filter – Workflow Visibility

Get more visibility by seeing who’s currently working on the client work from your workflow dashboard

We just released a new feature that will give you more visibility and help you see who your team is “currently” working on a project.

Sometimes you have multiple people on your team assigned to a project and it can be tough to identify which team member is currently working on it from your workflow dashboard.

Up Next Filter - Workflow Visibility 1

You had to click into the project and actually see who was “up next.” If you are tracking a lot of projects it could be time-consuming to click into every project individually to see whose hands it is currently in. That is why we release the “Up Next” feature.

Up Next Filter - Workflow Visibility 2

Now you can quickly filter your workflow dashboard to show you who is currently working on the project to know who you need to ask for an update on the project.

Up Next Filter - Workflow Visibility 3

By Shahram Zarshenas

Laying the foundation to scale your firm is tough. You have to document your workflows, establish collaboration channels for your team, and implement the right tech to overcome the challenges you will face as you.

Shahram Zarshenas has helped thousands of accounting firms overcome these challenges. He is the CEO of Financial Cents, an easy-to-use practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.