A Workflow allows a Worker to create a task (or tasks) and assign it to themselves or another Worker. If a task isn’t assigned to a specific Worker it is also possible for a Follower to pick it up using the Pickup functionality found in the Workflow layer of the Collaboration Suite (Task Queue section).

Workflows can be created in many locations in Penelope including the Individual Profile, Case, Service File, Service Event and Collaboration Suite (Workflow layer). If you wish to connect the Workflow to an entity it will need to be added in the relevant location (i.e. Service File or Service Event).

Once created tasks will appear in the relevant Workers Workflow layer in Penelope.

Different Types of Tasks

There are 6 different types of tasks in Penelope, all of which are created as part of a Workflow.

General – Modestly named but very powerful, this task type might best be defined as covering anything not accomplished by the other types. Perfect for assigning regular everyday tasks within the organization.

Approval – This task type allows the recipient to approve or deny approval for the assigned task e.g. to approve a fee reduction by a manager. Once a task is approved only the reviewer can undo it.

Checklist – This task type can have multiple sub-tasks. Sub-tasks can be assigned to different users, each with different due dates.

New Document – This task type allows a task to be sent to a Worker, along with Document to be complete. The closure of this task is determined by having completed the Document. Workers can also open an already completed Document and assign them to a task.

Project – Similar to a Checklist task, a Project task can include many sub-tasks that can be assigned to different users. Unlike Checklists, sub-tasks in a Project task can be given a start and end date.

Review – Useful for situations requiring a simple review and sign off. Once a task is reviewed, only the reviewer can undo the task.

Did this answer your question?