Chose the right view for your workflow

📘 Choosing the Right View for Your Workflow

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🕒 Deadline-Driven Processes?

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

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🔁 Ongoing and Repetitive Processes

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

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🤝 Team-Based Work and Internal Operations

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.