Some existing records carry a saved workflow with stages. Those settings can still respond to documents, tasks, signatures and payments even though workflow setup screens have been removed.

The stages

• Collecting documents: waiting on documents from your client.
• Sent: sent as a proposal, and nothing runs until the client says yes.
• Awaiting questionnaire: you asked them to fill something in and the answers are not back.
• In review: documents are in and waiting on your eyes.
• In preparation: you have what you need and the work is underway.
• Awaiting signature: you sent something to be signed.
• Awaiting payment: the work is done and an invoice is out.
• Completed: finished.

The middle two are both forms of waiting on the client, and Vylan treats them that way underneath — a job awaiting acceptance or awaiting a questionnaire is sitting at Collecting documents with a more precise label on it. These labels describe different reasons the record is waiting on the client.

It moves on its own

You do not tick these off. Vylan works out the stage from what has genuinely happened: a client uploaded, you approved the last document, a signature came back, an invoice got paid. The stage follows the facts.

It also skips. A job with nothing to sign never sits at Awaiting signature. A job you do not invoice through Vylan never waits at Awaiting payment.

Use the current job and task status controls to track your team's work. There is no Automation step to open when creating a proposal or job.