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Workflow 101

Summary

In addition to the Workflow help article, we've created this page which is home to various videos, hints and tips you help you get the most out of AccountKit Workflow.

Workflow is designed by accountants for accountants and with that in mind, every accountant works slightly differently whether it's between individuals, or teams (siloed or pooled) and we wanted to provide a basic framework that could cater to various ways of working.

Note: This page is under construction and we'll be adding more videos as they're created. 

Jump straight to the applicable section:

 

Workflow 101 | Practice settings

In this video, we work through how to find, add and modify your workflow practice settings so you can tailor how your practice works. 

In this video, we cover:

  • Where to find your practice settings
  • Status flows
  • Work types
  • Priority flags
  • User roles
  • Practice authorities
  • For more details about practice settings see HERE.

 

Workflow 101 | Views

Views in workflow are designed to be fluid and flexible allowing various levels of oversight and transparency throughout the work in your practice. In this video, we look at how to add a view and use the various functions associated with views to ensure you're equipped to create a view to suit your needs.

In this video, we cover:

    • View settings.
    • Creating a new view.
    • Favouriting a view from the view select.
    • For more details about views in workflow see HERE.

 

Workflow 101 | Task Templates & Repeating Tasks

In this section, we look at task templates & repeating tasks which are all contained within the same view in AccountKit workflow. "Templates" is the system view in workflow is available to all users, this is where you can set up your own and import templates from the AccountKit library. 

Please see the video below to view and hear more about how task templates and repeating tasks work in AccountKit workflow.

In this video, we cover:

  • Where to find task templates.
  • How to add a task template to your library
  • How to create a repeating task
    • The various settings/options within a repeating task.
  • For more details about task templates see HERE and for repeating task information see HERE.

 

Workflow 101 | Reminders & The Daily Plan

Reminders and the daily plan, which is part of the AccountKit workflow, allow you to create easy reminders as you're working and ensure you maintain a constant vigil of your priority tasks. In this video we walkthrough the following:

  • Where to find the Daily Plan.
  • How to use the Daily Plan.
  • How to create reminders in workflow.
  • How to create reminders in the Daily Plan.

 

Further Information

For further information regarding workflow see our in-depth help article - HERE.

 

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