Workflow in progress
Workflows consist of two primary components, and their progression depends on the status of each.
Workflow components:
- Task -- an individual unit of work
- Phase -- a group of related tasks
Tasks​
A task represents an individual unit of work within a workflow.
Phases​
A phase groups related tasks together into a logical stage of the workflow.
Progression Tracking​
Workflow progression is determined by the combined statuses of tasks, phases, and the workflow itself.
Status​
| Component | Possible Statuses |
|---|---|
| Workflow | STARTED, DONE, CLOSED |
| Task | PENDING, IN_PROGRESS, COMPLETED, SKIPPED |
| Phase | OPEN, IN_PROGRESS, COMPLETED |
Phase status logic​
OPEN-- contains at least one open task with noIN_PROGRESS/COMPLETED/SKIPPEDtasksIN_PROGRESS-- the phase is active when any of these are true:- It is the first phase of a started workflow
- It contains at least one
IN_PROGRESStask - Some tasks are
COMPLETED/SKIPPEDbut not all (work has started) - In linear workflows, it follows a
COMPLETEDphase and contains the next open task
COMPLETED-- all tasks areCOMPLETEDorSKIPPED
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Phase statuses drive entity attribute updates and dashboard displays. A common way to monitor workflow progress is to count phases in the IN_PROGRESS state.
Current Workflow Position​
Another way to monitor progression is through the current task and current phase.
Current task​
In a sequential workflow, the current task is the first task (top to bottom) in a PENDING or IN_PROGRESS state, regardless of whether it is at the root level or inside a phase.
The current task is indicated by a blue border in the workflow UI.
Current phase​
The current phase is the phase that contains the current task. In the image below, the "Review" phase is the current phase.
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The current task and phase positions are used when updating entity attributes. Workflow configurations can update entity attributes directly from the Workflow Builder:
