How to Manually Apply a Workflow to a Client Project on Dubsado

To manually apply a pre-existing Workflow Template to a Client Project on Dubsado, follow these steps:

Step 1: Click into the "Projects" tab

Step 2: Select your Client from the list

Step 3: Click into their "Workflows" tab

Step 4: Select your desired Workflow template from the dropdown list

Step 5: Click "Apply"

When manually applying a workflow to a client project, it's important to consider if you've already completed any of the workflow steps manually. If you have, consider this instruction for how to "Skip" workflow steps by clicking "Mark Completed"