Where to start
Pick the one that sounds like you. Each is a short reading list.
I do tasks
Find your tasks, see what they wait on, and finish them.
I run a department's work
Start work, put people on it, and keep it moving.
I build templates
Write how a kind of work runs, check it, and publish it.
How Workflow fits together
Done
The work reaches an ending, with its outcome.
Your tasks show on My Tasks, on the project's page, and in the Work panel of the property or engagement they are for. A group puts many projects on one board. No Work Yet lists the properties and engagements that have no work yet, so a manager can start it. Read Key ideas in five minutes for the words in one place.
Every Workflow screen has a Help link that opens the page here about that screen. It is at the right end of the screen's top row, and in a dialog it is beside the buttons.
Browse
Learn Workflow from the start, one short lesson at a time.
One job at a time, from start to finish, in the words on your screen.
Why Workflow does what it does.
Start from what you see. Find the cause and the fix.
Exact facts: states, statuses, roles and words.
What's new · Technical Documentation: for the people who build and run Workflow. Not written yet.