Up Next Filter: Workflow Visibility
Author: Financial Cents
In this article
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.
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.
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.
Instantly download this blog article as a PDF
Download free workflow templates
Get all the checklist templates you need to streamline and scale your accounting firm!
Subscribe to Newsletter
We're talking high-value articles, expert interviews, actionable guides, and events.
How to Perform a Comprehensive QuickBooks Cleanup (+ Free Checklist Template)
QuickBooks cleanup drove the most profits for accounting and bookkeeping firms in 2023. Knowing how to bring order and clarity to the…
May 02, 2024
Key Features of a Great Accounting Document Management System
Here’s all you need to know about an accounting document management system and how it can make you more organized and save…
Apr 26, 2024