Automate sending organizers with checklists (Beta)

Lucrări în curs

The functionality is being developed and is currently available for Beta users. Documentation for this feature is in progress.

Automate the delivery of organizers and checklists to save time and eliminate manual work. This ensures clients receive requests at the right stage of the workflow and provides you with real-time visibility into missing documents.

Step-by-step automation setup guide

Document checklists are personalized for each account, so you need to create them manually. However, once created, you can automate sending organizers with these checklists through your pipeline.

Step 1. Create checklists in advance

To make your work easier during the tax season, create checklists for your clients in advance, during the off-season. Learn how to create checklists in the dedicated article .

Sfat

Use the Filter by checklist status to display only accounts missing checklists, then bulk-create checklists, and fill them one by one.

Step 2. Create an organizer template with a checklist

You can create a new template with a document checklist or enable the checklist for an existing one. To do this, toggle on Attach checklist in the Document checklist section of the template.

Step 3. Set up the automation

Once your organizer template is ready and checklists are created:

1. Open your pipeline and go to the stage where you want to send the organizer. Learn more about setting up a pipeline stage for the organizer in the dedicated article .

2. Click Add automation and select Create organizer.

3. Choose your organizer template (the one with the checklist enabled).

4. Faceți clic pe Save (Salvare).

5. Toggle on Automove jobs for this stage.

Step 4. Ensure there are no empty checklists

After sending organizers, verify that all checklists contain items:

1. Go to the Organizers section.

2. Click Filter and select Checklist > is > Empty.

3. If any empty checklists appear, click Add items and fill in the required documents.

When the job automoves

The organizer with the checklist is automatically sent to the client when the job enters the stage with automation. The job moves to the next stage only after the client completes all checklist items and submits the organizer.

Notă

If the checklist is empty or doesn’t exist, the job moves as soon as the organizer is submitted.

How to move the job manually

If you have noticed that the client didn’t finish the checklist, but you don’t want to wait with the tax preparation, you can move the job manually . To do this:

1. Drag and drop the job card to the next stage.

2. The job sidebar opens: it will reflect the checklist progress and information about missing items.

3. Choose the Resolve option. Learn more about handling unfinished elements in jobs in the dedicated article .

4. Click Move.

View the document checklist status in the job card

When organizers with checklists are linked to jobs, you can track their progress directly from the job card. In the Linked > Organizers section, you will see a Checklist column. If the organizer has a checklist, the column displays progress. Hover over the progress indicator to see which documents are missing.

Share

Link copiat