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My Workflow


  • Workflow FAQ and Set Up Guide

    Workflows allow you to automate tasks in your project's lifecycle so you don't have to. Just create a workflow...

    Oct 17, 2017 04:58PM PDT
  • Why is my Workflow not working?

    There may be a few reasons why your workflow is not working and or steps within your workflow are not being tr...

    Nov 21, 2017 04:41PM PST
  • How do I install the contact form?

    You've customized your contact form to perfection, now you're ready to embed the code on your website. Here ar...

    Apr 11, 2018 09:08PM PDT
  • What are the different stages in the pipeline?

    The different stages in the pipeline include: Workspace stages automatically track files in a workspace. "I...

    Dec 08, 2017 02:29PM PST
  • How do I add a new project?

    Sweet, you've got a new project! Let's get it added to your HoneyBook account so you can get started. Ju...

    Jul 10, 2017 04:44PM PDT
  • How do I add someone to a workspace?

    To communicate with your clients and vendors via the activity stream or to send them brochures, proposals, inv...

    Sep 16, 2017 03:18PM PDT
  • What happens when I add a participant to a workspace?

    If you haven't sent a file in the workspace, participants are simply added and won’t receive any notifications...

    Jul 07, 2017 11:33AM PDT
  • How do I remove someone from a workspace?

    In the workspace, mouse over the participant you want to remove and click the trash icon. ​ Note: You are on...

    Jul 07, 2017 11:33AM PDT
  • How do I edit client or vendor contact information?

    To edit client or vendor information, follow the steps below: Access your People tab. Click the deta...

    Oct 18, 2017 05:54PM PDT
  • How do I remove or archive a project from the pipeline?

    How to delete a project From the pipeline: To delete a project from the Pipeline, click on the...

    Oct 11, 2017 04:37PM PDT

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