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Workflow Deep Dive for End Users

This course will give you the confidence to navigate a Workflow and its tasks as needed to complete a record.


This course is designed to help daily users understand the basics of navigating Workflows and Tasks within a record type. You will learn the overall purpose of the workflow and how permissions and status changes affect it. You will see how tasks are assigned and claimed using Task cards and the My Tasks page.

Course Objectives

By the end of this course, learners will be able to:

  • Understand the purpose of a Workflow
  • Navigate workflows and tasks
  • Assign, claim and release tasks
  • Effectively use Task cards and the My Tasks page
  • Work with subtasks
  • Use advanced features

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