Help Docs
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Workflows
Bulk Edit and Filter Tickets by Job
Last Updated: November 18, 2025Watch this video to learn how to organize and edit groups of tickets by Job.
Changing Workflows on an Existing Project or Mailbox
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. Ever want to change the workflow of a project or a mailbox after you’ve been using it for a while? What happens if not all the workflow statuses match? Well, this help doc will walk you through all the ins and outs of...
Create a Project That Uses Workflow Jobs
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. Once you’ve created a Workflow that uses Jobs, you’re ready to spin up a brand new Project. Check out this short video to learn just how.
Deleting a Workflow
Last Updated: November 18, 2025If you no longer would like to use or see an existing workflow on your account, you can delete it permanently. To do this, note that you must delete any projects using the workflow first. Instructions: 1) Once you have identified the workflow you’d like to delete, you must first delete any projects which use the workflow. For info...
Getting Started with Workflow Jobs
Last Updated: November 18, 2025Note: Parts of this feature are only accessible to Account Admins and Owners only. When you use a DoneDone workflow, changing the status of an item and assigning it to someone are two different tasks. But, many workflows are rigid enough where each status is tied to a specific job. Example: A bug tracking workflow where the “In Progress” status is assigned...
Introduction to Workflows
Last Updated: November 18, 2025DoneDone Workflows are a series of statuses, which a task or conversation will move through as it progresses. They can be as simple or complex as your team requires. It’s up to you! You can use the built-in Customer Help Desk Workflow to manage your customer support in Mailboxes. Or use the built-in Bug Tracking Workflow in Projects to...