proyectos: Visión general

Los proyectos son una parte esencial de tu flujo de trabajo. Son una representación visual de un proceso que lleva a un cliente del punto A (inicio) al punto B (fin) a lo largo de una serie de etapas definidas. Puedes utilizarlos para gestionar diversos servicios, como la contabilidad mensual, la preparación de impuestos, las nóminas semanales, etc. 

En este artículo, aprenderás los principales pasos para empezar a trabajar con proyectos en TaxDome. 

Comprender la estructura proyecto

Our pipelines are designed to look like a kanban board . The overall function of a pipeline is to help you easily track the progress of similar jobs for different clients while allowing them to flow smoothly toward completion.

Qué ocurre dentro de un proyecto:   

• Stages are the steps in an overall work procedure. Once all the work involved in a stage is completed, a job moves to the next stage.

• trabajoslos proyectos individuales por los que te paga un cliente (como una declaración de la renta o la nómina de enero), se introducen en un proyecto específicamente diseñado para ello. Cada trabajo asociado a una cuenta de cliente avanza por el proyecto desde la primera hasta la última etapa, o finalización. 

• Las automatizaciones, los mecanismos que automatizan un proyecto, hacen que las cosas sucedan de forma independiente. Una vez activadas, crean tareas para los miembros del equipo o envían formularios y propuestas a los clientes, por ejemplo.

You can explore pipeline structure further .

Get your first pipeline

Once you understand pipeline structure, you’re ready to set up your first pipeline. While it’s possible to build a pipeline from scratch, the fastest way is to start with a ready-made template.

If you don’t currently have any templates, you can find popular options in Templates > Pipelines and get started with pre-built options designed for common workflows. You can also get templates from the Marketplace for free.

Consejo

You can request a pipeline template you need by clicking Complete request form.

Configura tu proyecto

Once you have downloaded a pipeline template, you can fine-tune it to fit your needs. This includes:

• Rename or adjust stages: Customize the stages included in the pipeline template—rename them or reorder them to match your firm’s workflow. This lets the template fit your team’s style while keeping it ready for use in TaxDome.

• Review pipeline automations and templates used. Each stage can include one or more automated actions, such as emails, proposals, organizers, and tasks. When you copy the template, all automations are included—take time to review and adjust them as needed.

• Adjust pipeline settings: In pipeline settings , you can decide which team members can access the pipeline, configure the kanban view, and select default job templates to speed up job creation.

Consejo

Explore setting up pipelines in practice further

Mapea tus procesos

Pipelines in TaxDome represent your business processes, so before you start using them, it’s important to map out how your work flows. Mapping your processes helps you understand what’s included in a pipeline template and what might need to be customized.

Here’s a simple way to do it:

1. Understand your own process: Compare the template you’ve downloaded to how you actually work. Identify the steps your team takes from start to finish. Ask yourself:

   • What are the inputs and outputs of each step?
   • What actions are required at each step?
   • How do I know when a step is complete?

2. Identify gaps and adjust: Mapping your process makes it clear what’s missing in the template. Add, remove, or rearrange stages so the pipeline reflects your actual workflow.

   • For tax return services, the stages typically include sending the engagement letter, collecting documents, preparing the return, reviewing it, and sending the completed documents. At TaxDome, it will look something like:

• En el caso de los servicios de contabilidad, es posible que tengas etapas de recogida de facturas, introducción de datos en el software de contabilidad, conciliación de cuentas y generación de informes. En TaxDome, será algo así:

• For payroll, you will need to receive the employee timesheets, prepare the payroll, obtain the confirmation, process the payroll and upload all necessary documents. At TaxDome, it will look something like:

Añadir trabajos

Once your pipeline is set up, you can start adding jobs to it. One job in a pipeline is one project you are doing for your client. So, your pipeline will really start working for you only when you add a job . 

trabajos pueden contener toda la información necesaria para prestar un servicio, como documentos vinculados, tareas para distintos miembros del equipo, formulariosimentados, etc. 

Para automatizar el trabajo con trabajos y dedicar menos tiempo a crearlos, puedes 

• Use job templates to pre-fill general data, such as service name, description or due date.

• Set up job recurrences to automatically create jobs for recurring services. 

Mover y completar trabajos

When you finish the step you are working on, you can move the job to the next stage . This can be done either manually or automatically. An automated move happens when all pending items for a stage are completed. For example, if the client pays an invoice, this may automatically move the job to the next stage of document preparation.

Cuando el trabajo pasa a la siguiente fase, pueden producirse más acciones automatizadas, como crear tareas para los miembros del equipo, notificar al cliente el progreso del trabajo , enviar una factura, etc. 

Once your job reaches the final stage and everything is done, you can archive it so it disappears from the kanban view but can still be accessed at any time.

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