Level 1: Pipelines
Pipelines are at the top level of the workflow hierarchy. Each pipeline is a work process for a specific service. For example, you might want a 1040 Return Pipeline, a W-2 Pipeline, and a Payroll Pipeline, each containing its own set of procedures. The overall function of a pipeline is to help you easily track the progress of like jobs while allowing them to smoothly flow toward completion. Here’s more on creating pipelines.
Level 2: Stages
A pipeline is divided into stages. These are the various steps that must be taken to move a job toward its completion. For example, a 1040 Return Pipeline might have four stages: Review Docs, Prepare Engagement Letter, Prepare Return and Review.
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Workflow (Basic): What Are Pipelines, Stages, Jobs, Tasks
Level 1: Pipelines
Pipelines are at the top level of the workflow hierarchy. Each pipeline is a work process for a specific service. For example, you might want a 1040 Return Pipeline, a W-2 Pipeline, and a Payroll Pipeline, each containing its own set of procedures. The overall function of a pipeline is to help you easily track the progress of like jobs while allowing them to smoothly flow toward completion. Here’s more on creating pipelines.
Level 2: Stages
A pipeline is divided into stages. These are the various steps that must be taken to move a job toward its completion. For example, a 1040 Return Pipeline might have four stages: Review Docs, Prepare Engagement Letter, Prepare Return and Review.
