Workflow Items and Task Lists are very similar, but it’s important to know the difference between the two.
The Workflow (A), made up of individual Workflow Items (B), is your guiding light throughout the day. An opening manager will come in, log into Clarifi, and will complete Workflow Items throughout his/her shift. Below, the first Workflow Item is to review the prior day's shift notes. Once completed, he/she will move on to the next Workflow Item.
A Task List is a type of Workflow Item and contains individual Tasks (C). In the example above, the Workflow Item of reviewing the previous day's shift notes is a single step. A Task List, however, is a collection of Tasks that need to be completed before a manager should move to the next Workflow Item. For example, in the image below, the "Morning Checklist" Task List is the third Workflow Item in the list. In order to mark the Morning Checklist as complete, someone needs to clean around the dumpsters, empty trash and change the liners, check the parking lot, etc.
As mentioned above, Workflow Items are not limited to Task Lists. They can include checking other Clarifi products such as Labor or Inventory. They can also be external links to sites to remind your managers to check the baseball schedule so they can set the TVs throughout your restaurant.
Check out the following articles for more information on Workflow Items and Task Lists: