A workflow is a series of interrelated tasks. You might create a workflow for setting up a new client or for creating quarterly reports. The Workflow area has two pages: Workflow Templates and Workflow Monitor.
The Workflow Templates page allows you to design a template of tasks that automatically creates tasks and assigns them to members of your firm. Once you initiate a new workflow based on a template and associate it with a client, that workflow appears on the Workflow Monitor page as In Progress.
On the Workflow Monitor page, you can view all your workflows or filter to view only completed workflows, workflows in progress, or stopped workflows. You can also stop, resume, and delete workflows or edit workflow templates.
Note: When you edit a template on the Workflow Templates or Workflow Monitor page, your changes do not impact current workflows created using this template; only future workflows will be affected. To edit a workflow directly, you must go to the Workflow Monitor page and click the View Status link next to the name of the workflow.
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