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Each record has its own workflow which displays the record’s current state. In some phases, the record’s owner can assign either a specific user or a group of users, as participants that need to complete certain tasks upon the record. By completing these tasks (using workflow buttons), those participants allow the workflow to move on to the next status. These tasks are also known as “Workflow Tasks” discussed during section: Tasks.

Green – status completed (or skipped)


Blue – current status

Grey – status not reached yet