From the Founder’s Desk: A Note About Recurrence and Review

Posted by & filed under Product Updates, Team Management, Workflow Excellence.

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In response to our live webinar on Thursday, July 30, 2020 about our Recurrence feature in the app, many of our customers had questions that we wanted to spend some more time thoughtfully answering. Our CEO and Founder, David Cristello wanted to personally address the changes and your questions. Take a read below for the… Read more »

Feature Release: Introducing the Zapier Integration to Jetpack Workflow

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While you were busy finishing up taxes for your clients and dealing with more than you thought was humanly possible this July (yes, it’s only July), we were putting some final touches on the newest Jetpack Workflow feature: Our brand new Zapier integration!  You can now easily keep client information up-to-date between Jetpack Workflow and… Read more »

Latest Updates Inside of Jetpack Workflow

Posted by & filed under Product Updates.

Completion vs. Due Date

This week we’re excited to release two brand new updates inside of Jetpack Workflow. Archives Update:  The first update includes the archive section, where you can now track ‘completion/done’ date vs target date out or due date. Much like all the other columns inside of Jetpack Workflow, you can also sort by this column. Furthermore,… Read more »