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- FAQs: Projects and Workflow
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Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
What is a Project in Basil?
You can create a 'Project' for a process that has multiple tasks to be completed. The order in which the tasks can be executed can be enforced to set up a workflow. You can assign the Cora Assistant to follow up with the owners of the tasks by email and text messages until the tasks are completed. The status of the tasks in the Project can be monitored as a group.