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Pure Workflow
Pure Workflow
Getting Started
General Settings
Task Management
Scheduling Tasks
Task Templates & Checklists
Email Management
Team Management
Clients and Contacts
Shared Inbox
Reports
Integrations
Zapier
Ignition with Zapier
Go Proposal with Zapier
Clockify
FAQs
About Pure Bookkeeping
About Pure Workflow
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Help Center
Pure Workflow
Pure Workflow
Getting Started
General Settings
Task Management
Scheduling Tasks
Task Templates & Checklists
Email Management
Team Management
Clients and Contacts
Shared Inbox
Reports
Integrations
Zapier
Ignition with Zapier
Go Proposal with Zapier
Clockify
FAQs
About Pure Bookkeeping
About Pure Workflow
Pure Workflow
Getting the work done with Pure Workflow.
Getting Started
Weekly Pure Workflow Workshop
Pure Workflow Templates and Checklists
User Interface (UI) Tour of Pure Workflow
Pure Workflow Out of the Box
Pure Workflow Feature Overview
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General Settings
Task Label Settings
Client Fields & Client Field Groups
Client Types
Task Templates
My Account Settings
Workspace Settings
Email Integration Settings
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Task Management
Date Placeholders in Emails
Creating an Internal Task
Working through Tasks
Reassigning a Task
To-Do Task List
Creating a Task
Creating Subtasks
Email Subtasks
Task Emails, Files, and Notes
Saving Task Filters
Editing a Task or Subtasks
Instruction Subtasks
Creating a Quick Task
Client Tasks
Email Subject Placeholders
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Scheduling Tasks
Creating Scheduled Tasks from a Template
Setting a One-Time Task to Recur
Filtering for Scheduled Tasks
Scheduled Tasks and Interim Tasks
Scheduled Tasks based on the On Client Date Field
Creating Daily Tasks and Reminders
Creating One or More Scheduled Tasks for a Client
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Task Templates & Checklists
Applying Templates to a Task
Applying Templates from the Clients List
Applying Templates from the Templates List
Email Management
Adding a New Client from an Email
Secure file sharing
Integrating Your Email Account
Sending Emails to Clients
Converting an Email into a Task
Adding an Email to an Existing Task
Email Management
Connecting an Email with an Existing Client
Requesting documents securely via email
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Team Management
Team Members Overview
Adding Team Members
Employees and Workspace Admins
Setting up Team Roles
Clients and Contacts
Client Details
Adding a New Client
Adding or Editing a Contact
Editing a Client
Assigning Team Roles to Clients
Client / Contact Import Guide
Set up your Client and Contact Import files
Importing Clients and Contacts
Client Import Errors
Importing client details FAQ
Client List
Filtering the Client List
Editing Multiple Clients
Bulk Editing / Updating Clients and Contacts
Creating clients from your contacts
Linking Clients Together
Understanding Client Files, Emails, Notes
Organizing Client Files
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Shared Inbox
Shared Inbox - FAQ's
Using the shared inbox feature
How to set up your shared inbox in Pure Workflow
Reports
Reports feature overview
Creating reports
Work Report
