Workflow Introduction


What is a Workflow?


  • A workflow is a series of tasks much like a checklist.

  • Each item on the checklist is a step.

  • A step could be something like “get customer’s credit report” which will have various statuses like Missing, In Progress, etc.

A step can have actions. These actions are executed automatically by the system until the step is marked complete. For example, for the step “get customer’s credit report,” the user can choose to have an automated email reminding the customer to send in their credit report.


What makes up a Workflow?


  • Milestones: A grouping of steps.

    • Steps: Each step will have start and completion criteria.

Actions: Various actions that perform automatically until the step is complete or when the step is complete (email, sms, notes, etc.).

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