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Renaming Instances Of Workflows

Need to differentiate between similar but different workflows? Learn how here!

Ron Gorodetsky avatar
Written by Ron Gorodetsky
Updated over a week ago

Whether you're tracking trades on multiple client accounts or taking advantage of your misc to-do's workflow to track a specific one-off, renaming that instance of the workflow allows you to keep a better service record for that client.

You can rename any instance of a workflow right from the client card:

Workflow names can be displayed by editing the client tile and enabling that option through a workflow's menu:

This way every workflow will show up distinctly in the client's service record:

Screen Shot 2021-04-25 at 9.47.51 PM

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