Workflow Overview

A Workflow is a defined business process with a particular task assigned to specific roles.

• A Workflow sometimes involves external users of the organization, such as a website user completing a contact form or applying to serve with the organization.

• A Workflow may also involve internal users in the organization, such as staff administrators who review contact forms, manage child sponsorship onboarding, or missionary recruitment.

• A Workflow can include various statuses such as active, on-hold, discontinued, or completed.

• Your installation may have multiple workflows for various use cases, such as contact forms, mobilization onboarding, donor management, etc.