Creating and managing Job Folders

Posted by Genny Stevens on Dec 1, 2014 8:00:00 AM

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You can never be too organized when it comes to business - WorkflowMax understands this and increases your organizational power with folders.

Job folders organise your large jobs into easy to see components - giving you the ability to organise all your tasks, milestones, costs, notes, and documents into relevant folders. In this video we show you how to set up, manage, and delete job folders.

For further details, go to the Folders topic in the WorkflowMax help centre.

Topics: Quotes and jobs

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