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How to create a work order from Chat
How to create a work order from Chat

Learn how to create a work order from Chat

Xenia avatar
Written by Xenia
Updated over 3 months ago

To create a work order from a chat, you need to link a client to it. Learn more about how to assign a client to a chat in this article.

How to create a work order from Chat

Go to the Chats page and select the desired chat. Click the "+ Document" button and select "Order".

The created work order is displayed in the chat with the client and on the workflows page.

You can learn more about other ways to create an order in this article.

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