Enterprise pattern
Workflows & tasks
Workflows & tasks define the steps, responsibilities, and checks that turn ad-hoc work into a consistent, repeatable process.
Makes ‘what’s next’ obvious for practitioners.
Improves consistency and quality.
Supports oversight with clear stages and ownership.
When to use this pattern
Use this pattern when…
- You need repeatable processes with clear stages.
- Teams need shared ownership and visibility.
Not ideal when…
- The work is purely informational with no actions required.
Example workflows
Concrete journeys that commonly use this pattern:
Standard case workflow
A baseline workflow with tasks and SLAs.
Sectors that use this pattern
Sector examples coming soon.
Hero domains using this pattern
Domain examples coming soon.
How the platform implements this pattern
Case Cloud provides configurable workflow stages, task checklists, reminders, and SLA tracking across patterns.
Configurable stages and tasks
Create consistent journeys without custom code.
- Stage configuration
- Task templates
- Required steps
Role-based benefits
Why each role should care about this pattern:
Role-based benefits coming soon.
Configuration & extensibility
Configure workflow templates with governance controls so teams can evolve safely.
Governance controls that keep things safe
- Template versioning
- Role permissions
- Audit logs
Case studies
Case studies for this pattern coming soon.
Related patterns
Ready to apply the Workflows & tasks pattern?
See how Case Cloud implements it with templates, workflows, SLAs, and dashboards.