Workflow automation
Intro to pipelines, jobs, tasks, stages, and automations in TaxDome.
Workflow explained
What are pipelines, stages, jobs, tasks and how they work together
Pipelines explained
A visual, stage-based workflow that moves client work from start to finish and triggers automations along the way.
Jobs explained
What jobs are, how they move through pipelines, and how they connect tasks, automations, and client-facing updates.
Tasks explained
What tasks are, how they fit inside jobs and pipelines, and how the team uses them to track work.
Job statuses explained
Find out more about default, custom, and client-facing statuses and how they differ from pipeline stages.
Work Forecaster indicators explained (Beta)
Spot deadline risk across your jobs with indicators that filter your job list.
Automations explained
How stage automations and job automove work in pipelines.