Map your process to statuses, transitions and the client review step.
Open Workflows from the avatar menu, clone the default workflow into your company, and edit statuses on Starter, Pro or Enterprise.
A status is a step on the task. Toggles define whether it means new work, review, finish or cancel.
Name each transition and choose Allowed for Clients and Allowed for Service Providers, including Start work and Start review.
Map FeatValue statuses to a connected project tool and hide internal steps, such as an internal QA.
Turn on Client review so a status asks the client to accept work, sends the review mail and writes review records.
Use Define email to set subject, body and placeholders, then send a test email to the client or the service provider.