Help Centre
Job & Workflow Management
Create, manage, and track jobs and workflows
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Add a Job
Create your first Job with a name, add optional details when you need them, and use templates to set up work for one client or a whole client group.
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Automate Jobs with rules
Set up automation rules that change a Job's status, tags, assignees or dates when a date passes, a tag is added, the status changes or a Job is created.
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Customize and filter the Jobs list
Customize the Jobs list by showing columns, applying filters, and saving views to quickly find and manage client work.
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Does a Time Entry need to be linked to a Job?
Time entries in Tidyflow can be linked to a job or added directly to a client, ensuring flexible time tracking for your workflow.
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Duplicate a Job
Duplicate a Job in Tidyflow from Job actions, then update the copied Job's name, client, dates, and other details as needed.
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Export Jobs
Download a report of your current Jobs view or request a workspace-wide Excel export with subtasks, descriptions and comments.
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How recurring jobs work
Set up recurring jobs in Tidyflow, including quarterly schedules, period dates in job names, and control over when the next job is created.
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Job statuses
Create custom job statuses, order them for your board, and limit a status to specific services so tax work and bookkeeping track differently.
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Job templates
Build reusable Jobs with a checklist, client requests and repeat schedule, then deploy one template to many clients at once.
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Services overview
Set up your services in Tidyflow with hourly rates or fixed fees, proposal descriptions, engagement letter terms and Job templates, and see where services are used.
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What is a Job?
Organize, assign, and track work with Jobs in Tidyflow. Manage deadlines, subtasks, client requests, and collaboration in one place.