Pixifi

[Video Walkthrough] All about Tasks & Workflow

How to add email reminders to a Workflow

How to utilize the Workflow Visualizer

How to Create a Workflow Template in Pixifi

How to Apply a Workflow to an event

How to add phases and tasks to a workflow template

How to Add a Second Contact to Contracts and Automate that using Pixifi

How to create and send an automated Event Reminder

How to create, edit, and batch update tasks in Pixifi

How to create and assign categories to tasks

How to filter and Batch Update Tasks on Pixifi

How to send SMS / text for payment reminders

How to create and edit an SMS template

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Manage tasks and streamline entire workflows to increase the productivity of your photography business.

Tasks & Workflows

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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