WEBVTT

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Open Client review checklist in the workflow
library.

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The builder shows its published status and
version.

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Scroll to Stages and tasks to see how each
task is assigned and scheduled relative to

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the work’s due date.

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This example has one Review stage and two
tasks.

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Click New workflow to begin a reusable
process.

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Give it a clear name, choose the work type,
and describe the result your team should

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produce.

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Here we use Quarter-end review for monthly
bookkeeping, with a short description of the

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review and internal handoff.

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Click Create draft.

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The new workflow starts as a draft with no
stages.

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The page explains why Publish is
unavailable: first add a stage containing at

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least one task.

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Keeping it as a draft lets you build and
review the process before anyone starts work

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from it.

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Click Add stage and name it Internal review.

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Choose Review as its kind, then add the task
Review reconciliations.

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Assign the Reviewer role and set the task to
fall on the due date.

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Leave Client-visible unchecked for this
internal task.

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Click Save stages.

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The unsaved-changes message disappears and
the task remains in the saved structure.

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Review the names, responsibility, and timing
before publishing your workflow.

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This tutorial leaves the example as a draft;
it does not start new client work.

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Click Global automations to review the
firm’s rules.

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Each card summarizes when the rule matches,
what it does, and whether it is enabled.

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Use those summaries to understand an
existing rule before changing it.

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We will create a separate reminder for this
demonstration.

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Click New global automation.

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Name the rule Review reminder, and choose
Work status changes as the trigger.

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Set the scope to Whole firm and add the
condition Board status is In review.

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Under Then, choose Notify a staff member,
select Assignee, and enter a useful

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reminder.

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Leave Also email this person unchecked for
this example.

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With Enabled unchecked, click Create
automation.

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The new reminder appears with an Off badge,
so saving it has not activated it.

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The rule keeps the selected notification
action and run order.

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Review the saved summary, then test the
conditions before considering whether to

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enable it.

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Click Dry-run on the new reminder.

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The result reports two matches and lists
Jordan Lee and Blue River as examples.

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Check whether those examples are the work
you intended to target.

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The rule remains Off, and this preview does
not send the reminder.

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Click Schedules to review recurring work.

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This example shows two workflows under Not
yet scheduled and no active schedules.

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A recurrence must be saved and configured
before it creates future work.

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Use this page to confirm the schedule state;
no recurring work is activated in this

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tutorial.