Spaces
Apps
Templates
Create
XTRF Knowledge Base
All content
Space settings
Content
Results will update as you type.
Products overview
Guides
Installation guides
Maintenance guides
Admin guides
Project and quote management guides
Smart quotes and projects
Classic quotes and projects
Create a Classic project
Manage workflow definitions
•
Create a task workflow definition
•
Create a project workflow definition
•
Manage files in task workflow definitions
•
Estimate the vendor's job time in workflow definitions (Classic)
•
Configure the task workflow definition
•
Add a Classic job
•
Add a project template
•
Add a workflow resource
•
Close a Classic project
•
Create a Classic project from a template
•
Create a Classic quote
•
Customize a workflow directory
•
Manage bundles
•
Send purchase orders in a Classic project
•
Send a project confirmation for a Classic project
•
Add a feedback report
•
Create and manage services
•
Delete a quote
•
How to recognize quotes that have been accepted by the clients
•
Reopen a quote
•
Restore the default content of notification templates
•
Use the Project Groups feature
•
Automate the CAT project creation
•
Archive projects and quotes
Client management guides
Vendor management guides
Finance management guides
Other Home Portal guides
Vendor guides
Client guides
XTRF Chat guides
Advanced Job Offers guides
Integrations
•
Glossary
FAQ
Blogs
XTRF Knowledge Base
/
/
Classic quotes and projects
/
Manage workflow definitions
Summarize
Manage workflow definitions
Oksana Vishchuk
Owned by
Oksana Vishchuk
Last updated:
Jun 30, 2023
Loading data...
{"serverDuration": 16, "requestCorrelationId": "1e0a9a2846624cea94e0842072e5315b"}
Oksana Vishchuk