Chose the right view for your workflow
Last updated
Last updated
Use: Tasklist or Timeline View
Best for workflows that have clear start and end dates, dependencies, and milestones.
Common examples:
Event planning
Product launches
Client onboarding
Custom implementation projects
Consulting deliverables
Use: Board View
Great for iterative work and step-by-step progress tracking through stages.
Common examples:
Editorial calendars
Agile sprint planning
Sales pipelines
RFP & proposal workflows
Content production
Use: Tasklist View
Ideal for collaborative tasks where clarity, accountability, and references matter.
Common examples:
Accounting tasks
HR workflows
Internal meetings & agendas
Cross-functional to-dos
When in doubt, start with a Tasklist. It’s versatile, easy to adapt, and works for most types of workflows.
