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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 Support Calls
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
Client Types
Client Fields & Client Field Groups
Task Label Settings
My Account Settings
Task Templates
Workspace Settings
Email Integration Settings
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Task Management
Instruction Subtasks
Editing a Task or Subtasks
Saving Task Filters
Task Emails, Files, and Notes
Client Tasks
Email Subtasks
Creating Subtasks
Creating a Task
To-Do Task List
Reassigning a Task
Working through Tasks
Creating an Internal Task
Creating a Quick Task
Date Placeholders in Emails
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Scheduling Tasks
Creating One or More Scheduled Tasks for a Client
Creating Daily Tasks and Reminders
Scheduled Tasks based on the On Client Date Field
Scheduled Tasks and Interim Tasks
Filtering for Scheduled Tasks
Setting a One-Time Task to Recur
Creating Scheduled Tasks from a Template
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Task Templates & Checklists
Applying Templates from the Templates List
Applying Templates from the Clients List
Applying Templates to a Task
Email Management
Connecting an Email with an Existing Client
Email Management
Adding an Email to an Existing Task
Converting an Email into a Task
Sending Emails to Clients
Integrating Your Email Account
Secure file sharing
Adding a New Client from an Email
Requesting documents securely via email
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Team Management
Work Report
Employees and Workspace Admins
Adding Team Members
Team Members Overview
Clients and Contacts
Editing Multiple Clients
Set up your import files
Client Files, Emails, Notes
Organizing Client Files
Client Details
Bulk Editing / Updating Clients and Contacts
Client Import Errors
Client / Contact Import Guide
Importing Clients and Contacts
Filtering the Client List
Creating clients from your contacts
Editing a Client
Client List
Importing client details FAQ
Adding a New Client
Adding or Editing a Contact
Linking Clients Together
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Shared Inbox
How to set up your shared inbox in Pure Workflow
Using the shared inbox feature
Shared Inbox - FAQ's
Reports
Reports feature overview
Creating reports