Conducte: Prezentare generală

Pipelines are an essential part of your workflow. They are a visual representation of a process that takes a client from point A (start) to point B (end) along a series of defined stages. You can use them to manage various services, such as monthly bookkeeping. tax preparation, weekly payroll, and more. 

În acest articol, veți afla pașii principali pentru a începe să lucrați cu conductele în TaxDome. 

Înțelegerea structurii conductei

Our pipelines are designed to look like a kanban board . The overall function of a pipeline is to help you easily track the progress of similar jobs for different clients while allowing them to flow smoothly toward completion.

Ce se întâmplă în interiorul unei conducte:   

• Etapele sunt pașii dintr-o procedură generală de lucru. Odată ce toate lucrările implicate într-o etapă sunt finalizate, un proiect trece la etapa următoare.

• Lucrările, proiectele individuale pentru care un client vă plătește (cum ar fi o declarație fiscală sau un salariu pentru luna ianuarie), sunt introduse într-un pipeline special conceput pentru acestea. Fiecare lucrare asociată unui cont de client parcurge conducta de la prima la ultima etapă, sau finalizare. 

• Automatizările, mecanismele care automatizează un pipeline, fac ca lucrurile să se întâmple independent. Odată declanșate, acestea creează sarcini pentru membrii echipei sau trimit organizatori și propuneri către clienți, de exemplu.

You can explore pipeline structure further .

Get your first pipeline

Once you understand pipeline structure, you’re ready to set up your first pipeline. While it’s possible to build a pipeline from scratch, the fastest way is to start with a ready-made template.

If you don’t currently have any templates, you can find popular options in Templates > Pipelines and get started with pre-built options designed for common workflows. You can also get templates from the Marketplace for free.

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You can request a pipeline template you need by clicking Complete request form.

Configurați conducta dvs.

Once you have downloaded a pipeline template, you can fine-tune it to fit your needs. This includes:

• Rename or adjust stages: Customize the stages included in the pipeline template—rename them or reorder them to match your firm’s workflow. This lets the template fit your team’s style while keeping it ready for use in TaxDome.

• Review pipeline automations and templates used. Each stage can include one or more automated actions, such as emails, proposals, organizers, and tasks. When you copy the template, all automations are included—take time to review and adjust them as needed.

• Adjust pipeline settings: In pipeline settings , you can decide which team members can access the pipeline, configure the kanban view, and select default job templates to speed up job creation.

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Explore setting up pipelines in practice further

Cartografierea proceselor dvs.

Pipelines in TaxDome represent your business processes, so before you start using them, it’s important to map out how your work flows. Mapping your processes helps you understand what’s included in a pipeline template and what might need to be customized.

Here’s a simple way to do it:

1. Understand your own process: Compare the template you’ve downloaded to how you actually work. Identify the steps your team takes from start to finish. Ask yourself:

   • Care sunt intrările și ieșirile fiecărui pas?
   • What actions are required at each step?
   • How do I know when a step is complete?

2. Identify gaps and adjust: Mapping your process makes it clear what’s missing in the template. Add, remove, or rearrange stages so the pipeline reflects your actual workflow.

   • For tax return services, the stages typically include sending the engagement letter, collecting documents, preparing the return, reviewing it, and sending the completed documents. At TaxDome, it will look something like:

• Pentru serviciile de contabilitate, ați putea avea etape de colectare a facturilor, de introducere a datelor în programul de contabilitate, de reconciliere a conturilor și de generare a rapoartelor. La TaxDome, acesta va arăta cam așa:

• For payroll, you will need to receive the employee timesheets, prepare the payroll, obtain the confirmation, process the payroll and upload all necessary documents. At TaxDome, it will look something like:

Adaugă locuri de muncă

Once your pipeline is set up, you can start adding jobs to it. One job in a pipeline is one project you are doing for your client. So, your pipeline will really start working for you only when you add a job . 

Lucrările pot conține toate informațiile necesare pentru furnizarea unui serviciu, cum ar fi documente legate, sarcini pentru diferiți membri ai echipei, organizatori completați și multe altele. 

Pentru a automatiza lucrul cu locurile de muncă și a petrece mai puțin timp creându-le, puteți: 

• Use job templates to pre-fill general data, such as service name, description or due date.

• Set up job recurrences to automatically create jobs for recurring services. 

Mutarea și finalizarea lucrărilor

When you finish the step you are working on, you can move the job to the next stage . This can be done either manually or automatically. An automated move happens when all pending items for a stage are completed. For example, if the client pays an invoice, this may automatically move the job to the next stage of document preparation.

Atunci când lucrarea trece în etapa următoare, pot avea loc alte acțiuni automate, cum ar fi crearea de sarcini pentru membrii echipei, notificarea clientului cu privire la progresul lucrării, trimiterea unei facturi și multe altele. 

Once your job reaches the final stage and everything is done, you can archive it so it disappears from the kanban view but can still be accessed at any time.

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