Workflow-level controls
- Create multiple workflows
- Give each workflow a name and description
- View workflow stage counts
- View the number of contacts in each workflow
- Archive workflows
Office Operations
Tax Office Workflows
Build detailed office workflows with custom stages, per-contact checklists, team assignments, priorities, notes, and real-time progress.
One place for detailed internal office work
Workflows is Conecta's internal office operations system. It organizes contacts through stages while your team tracks the work for each contact.
Shared team context
- Add workflow-level notes
- Mention team members in notes
- Edit workflow names and descriptions
- Keep progress visible to the people working the process
Shape stages around the way your office works
Create the stages that describe your process, then keep ownership and progress visible.
Stage controls
- Create custom stages
- Rename stages
- Reorder stages
- Delete or archive stages
- Apply colors to stages
- Assign an owner to a stage
- See the number of contacts in each stage
- Drag contacts between stages
Examples of office processes
Stages can represent processes such as:
- New client onboarding
- Document collection
- Ready for preparation
- In preparation
- Internal review
- Waiting for signature
- Ready to file
- Completed
- Monthly bookkeeping
- Payroll processing
These are examples of processes you can model with custom stages. The page does not imply that these exact templates ship with Conecta.
Give every contact a stage checklist
Checklist items belong to a stage, while completion is tracked independently for each contact in that stage.
Checklist item controls
- Add checklist items to each stage
- Rename checklist items
- Delete checklist items
- Assign checklist items to individual team members
Progress on the contact card
- Track checklist completion independently for each contact
- Show completed-versus-total checklist progress directly on each contact card
- Keep the checklist tied to the contact's current stage
Manage the contact without leaving the workflow
Work with existing contacts or create a new contact while you add work to the process.
Contact card actions
- Search existing contacts
- Add an existing contact to a workflow
- Create a new contact without leaving the workflow
- View contact email or phone information
- Add a tag to the contact
Assignment and progress
- Assign a contact to a team member
- Set low, medium, or high priority
- Move the contact between stages
- Remove the contact from the workflow
- Add contact-specific notes and mention teammates in contact notes
Choose the view that fits the conversation
Switch between a visual board and a list when the team needs to scan, compare, or move work.
Kanban board view
See color-coded stages, contact counts, assignments, priorities, and checklist progress together.
List view
Review workflow stages and their contacts in a structured list when scanning the process.
Drag-and-drop movement
Move contact cards between stages while keeping the stage counts and progress indicators visible.
Workflows and Automations have different jobs
Workflows manages internal execution and client progress. Automations triggers and sequences messages, timing, tasks, documents, portal actions, and other follow-up.
| Feature | Primary purpose |
|---|---|
| Marketing Campaigns | Reach selected audiences through one-time broadcasts or automated drip campaigns. |
| Automations | Trigger and sequence communication, timing, tasks, documents, e-signatures, tags, portal actions, and follow-up. |
| Workflows | Organize detailed internal office work through stages, per-contact checklists, assignments, priorities, and notes. |
Keep the client experience connected
Use Workflows for internal office execution alongside the tools that handle communication and automated follow-up.
Marketing CampaignsReach selected audiences with broadcasts or drip campaigns.
AutomationsTrigger messages, tasks, documents, portal actions, and follow-up.
Client PortalGive clients a place to share documents with your office.
Make office progress visible
Build a workflow around the stages, checklists, assignments, priorities, notes, and contacts your team manages every day.