What Vylan does on its ownDocument checks, reminders, billing, and task rules each have their own settings. Learn where to manage them and what existing workflows can still do.Automations and existing workflowsTask rules, reminders, and billing settings remain available. Older records can still carry a saved workflow even though its setup screens have been removed.Setting up jobs and task rulesChoose the services in a proposal, review the jobs they bring, and keep automations on the jobs and tasks that need them.Actions saved on existing workflowsExisting records may still contain workflow actions that create tasks, assign people, send notifications, or raise invoices when a saved stage begins.Progress on existing workflowsA record with a saved workflow can still respond to documents, tasks, signatures, and payments according to the conditions saved with it.Job and task automationsOne sentence per rule: when something reaches a status — or a date arrives — put someone on it, tell someone, record a date, message the client, create a job from a template, or set the job's status. Written on a job, a task, or a job template.