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Help CenterTasks & Workflows

Tasks & Workflows

Task templates, the DAG task engine, queues, and engagement workflows.

Templates

Creating Task Templates

Build reusable workflow templates with steps, dependencies, and role assignments.

7 min readPopular

Concepts

Understanding the Task Engine

How PracticeWings' DAG-based task engine works and why it matters for your firm.

5 min read

Jobs

Starting a Job for a Client

How to create a new job (workflow instance) for a specific client.

3 min readPopular

Organization

Using Task Queues

Organize and prioritize work across your team with task queues.

4 min read
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