> ## Documentation Index
> Fetch the complete documentation index at: https://docs.casebender.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Task Workflows

> This guide explains how tasks progress through different stages and how to manage task workflows effectively.

## Task Status Stages

Tasks move through several standard stages:

1. **Open**: Newly created tasks awaiting action
2. **In Progress**: Tasks currently being worked on
3. **Under Review**: Tasks pending verification
4. **Completed**: Successfully finished tasks
5. **Blocked**: Tasks that cannot proceed
6. **Cancelled**: Terminated or obsolete tasks

!\[Task Status Flow]
*Diagram showing the progression of tasks through different status stages*

## Status Management

### Status Properties

Each status has specific properties:

* **Label**: Display name
* **Description**: Status meaning
* **Color**: Visual indicator
* **Stage**: Workflow phase
* **Automation Rules**: Associated actions

### Status Transitions

Valid status changes include:

* Open → In Progress
* In Progress → Under Review
* Under Review → Completed
* Any Status → Blocked
* Any Status → Cancelled

!\[Status Transitions]
*Diagram showing valid status transitions and conditions*

## Task Priorities

### Priority Levels

Tasks can be prioritized as:

1. **Critical**

   * Immediate action required
   * High business impact
   * Time-sensitive issues

2. **High**

   * Urgent but not critical
   * Significant impact
   * Near-term deadlines

3. **Medium**

   * Standard priority
   * Moderate impact
   * Flexible timeline

4. **Low**
   * Non-urgent
   * Minimal impact
   * Background tasks

### Priority Management

Effective priority handling:

* Regular priority reviews
* Escalation procedures
* Impact assessment
* Resource allocation

## Workflow Automation

### Automated Actions

Configure actions for:

* Status changes
* Priority updates
* Assignment changes
* Deadline modifications
* Notification triggers

### Trigger Events

Automation can be triggered by:

* Time-based events
* Status changes
* User actions
* External events
* Related task updates

!\[Workflow Automation]
*Screenshot showing workflow automation configuration*

## Task Dependencies

### Types of Dependencies

1. **Finish to Start**

   * Task B can't start until Task A finishes
   * Most common dependency type

2. **Start to Start**

   * Tasks must start together
   * Parallel activities

3. **Finish to Finish**

   * Tasks must finish together
   * Coordinated completion

4. **Start to Finish**
   * Rare, specialized dependency
   * Complex relationships

### Managing Dependencies

Best practices include:

* Clear documentation
* Visual representation
* Impact analysis
* Change management

## Progress Tracking

### Completion Metrics

Monitor task progress through:

* Percentage complete
* Milestone achievement
* Time tracking
* Quality metrics

### Progress Updates

Regular updates should include:

* Status changes
* Work completed
* Blockers identified
* Next steps planned

## Team Collaboration

### Assignment Rules

Task assignment considers:

* Team member skills
* Current workload
* Availability
* Domain expertise

### Handoff Procedures

When transferring tasks:

1. Document current status
2. Brief new assignee
3. Transfer resources
4. Update stakeholders

## Reporting and Analytics

### Workflow Metrics

Track key indicators:

* Cycle time
* Lead time
* Resolution time
* Blockers
* Efficiency

### Performance Analysis

Analyze workflow health:

* Bottleneck identification
* Resource utilization
* Quality metrics
* Team performance

!\[Workflow Analytics]
*Screenshot showing workflow analytics dashboard*

## Best Practices

### 1. Status Management

* Use clear status definitions
* Regular status updates
* Proper documentation
* Timely transitions

### 2. Priority Handling

* Regular priority reviews
* Clear escalation paths
* Resource alignment
* Impact assessment

### 3. Workflow Efficiency

* Minimize bottlenecks
* Automate routine tasks
* Clear communication
* Regular reviews

### 4. Team Coordination

* Clear responsibilities
* Effective handoffs
* Regular updates
* Team visibility

## Configuration

### Setting Up Workflows

1. Define status stages
2. Configure transitions
3. Set up automation
4. Test workflows
5. Train team members

### Customization Options

Adapt workflows for:

* Team preferences
* Project requirements
* Organization needs
* Compliance rules

For more information on working with tasks, see [Working with Tasks](./working-with-tasks.mdx).