FAQ: Tag

Tag: workflows

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      Can I have multiple boards within a single project?

      Yes! Corcava allows you to create multiple boards per project. This is perfect for managing different workflows, sprints, or phases within the same project. Each board can have its own column structure and task organization while remaining under the same project umbrella.

      What can I automate in Corcava?

      Corcava provides extensive automation capabilities including: pipeline automation for lead nurturing, task automation for auto-assigning and moving tasks between columns, email automation for follow-ups and reminders, board automations triggered by task movements, webhook support for custom integrations, and notification automation for Slack and Telegram.

      How do board automations work?

      Board automations let you set up automatic actions that trigger when tasks move to specific columns. You can auto-assign team members, send notifications, update task status, trigger webhooks, or perform other actions automatically. This reduces manual work and keeps everyone informed about project progress.

      Can I set up approval workflows for team-generated invoices?

      Yes! Corcava includes team invoice approval workflows. You can configure approval requirements for invoices generated by your team, set granular permission controls to determine who can approve, and receive automatic notifications when invoices need approval. This is perfect for agencies that need oversight on client billing.