Help organizations with several employees and departments streamline task management and focus on what’s most important. By assigning tasks to specific departments or groups and creating different workflows for each product family, you can make sure everyone is on the same page and working efficiently.  

To use task workflows you need to configure two areas first.

• Groups - Setup various groups /departments and assign users to the groups
• Task Workflows: To help you get started, we suggest creating one task workflows for a majority of product families at first. You can always add more as you see fit

After you have your groups and task workflows created, you will need to assign the workflows to your product families. 

If you add a product to an open order that has a product workflow set for its product family, the line item will automatically be added to the Tasks to be completed. As you complete each task in the workflow, the item will be moved to the next group or stage to complete the line item.