What you need to know
Workflow keeps a department's work in one place: what needs doing, who does it, and how far it has got. Each kind of work follows a plan that the department writes once, called a . Each piece of work started from it is a , with its own tasks and its own people.
What you will learn in Getting started
- What Workflow is: this page.
- Key ideas in five minutes: the words, in one place.
- Your first day doing tasks.
- Starting work on a record.
- Your first template.
The idea in one picture
A template
The plan for one kind of work, such as a property tax appeal.
A project
One appeal, for one property, started from the template.
Its tasks
The jobs to do, each at a stage, each for a person.
Done
The work reaches its end, with its outcome.
The template is written once. Every project started from it gets the same stages and tasks, so every piece of that kind of work is done the same way, and everyone can see how far each one has got.
Where you meet Workflow
Next
Learn the words: Key ideas in five minutes.