Tasks vs. Workflows

Use tasks for flexible one-off work and workflows for structured repeat work.

Use a task when

Use a task when the work is exploratory, one-off, or likely to change as you go.

Use a workflow when

Use a workflow when the same process should run the same way each time.

Example

Ask Cirra to investigate a customer account in a task. Turn the process into a workflow when the same review needs to happen for every new customer.