Workflow and Tasks Overview

A workflow is a set of tasks your agency links together to accomplish a certain process, such as processing an application or tracking a service request. Once set up, a good workflow functions as an automated to-do list for each record, ensuring that tasks are done in the proper order by the proper personnel, with no detail falling between the cracks.

Since each application, service request, or work order has its own workflow, you likely have a number of tasks assigned to you from many different record workflows. Civic Platform makes it easy to manage your tasks both from the Workflow tab for a record and from the My Tasks portlet.