パイプラインの設定

TaxDomeパイプラインの基本がわかったら、次は練習です。この記事では、パイプラインのセットアップに関連する基本的な操作のインタラクティブなデモをご紹介します。実際に見て、表示されたアクションを繰り返してください。

パイプラインテンプレートをダウンロードし、ニーズに合わせて調整する。

The easiest way to start working with pipelines is to download a free template from the Marketplace and adjust it to your needs. Pipeline templates come with all the other templates used for automations inside them, so you will need to review them, too. Follow this demo hands-on and learn the essential steps.

パイプラインのルーチンタスクを自動化

Pipeline automations help you spend less time on manual tasks. Here, we’ll show you how to add ones to your pipelines.

依存関係の作成：オートムーブ・ジョブ

Automove - is the essential pipeline setting. If you turn on automove , your jobs will transition to the next stages as soon as all the required action items are done. Let’s see how it works.

条件付きロジックで仕事の進め方をカスタマイズ

If you want to set up the same process differently for different clients (e.g., sent different proposals or invoices for different client groups), you don’t need to create extra pipelines. Instead, you can use conditional logic in one pipeline. Here’s how you can do it. Before you start, ensure you have test clients with different account tags applied.

定期的なジョブのスケジュール

When doing regular services for your clients, you don’t have to create a job manually each time the time comes. Follow this guide to see how you can set up job recurrences so that jobs are created automatically. 

チームメンバーにパイプラインへのアクセス権を与える

You need to give your team members the required access rights to work with pipelines. Otherwise, they will not see it. Here’s how.

仕事に費やした時間を請求するためにチームを準備する

You can make the work of your firm more transparent by making your team track time while they are working. To do so, you must prepare some services with per-hour billing and teach your team how to track time in jobs . In this guide, learn how to do it.

Add custom job statuses

Make your pipelines more flexible by adding custom job statuses that match your firm’s workflow. You can create them from the pipeline editing page or directly from a job card. Let’s see how it works.