View blog

The Holy Trinity of Pneumatic: Workflow Templates, Workflows and Tasks

The three fundamental entities in Pneumatic are Workflow Templates, Workflows and Tasks.

Standard operating procedures, a.k.a. Workflow Templates

You start by defining your business process or standard operating procedure (SOP) as a unique custom Workflow Template. A Workflow Template comprises a workflow kick-off form and a sequence of steps (or tasks), delays and conditions.

Pneumatic Workflow Templates

One Workflow Template = Multiple Workflows

Once a new Workflow Template is created, multiple Workflows can be run from it.

Running Workflows in Pneumatic One Template - Many Workflows

As soon as a new Workflow is run, Pneumatic starts assigning the Tasks the Workflow is comprised of to the performers specified for each Task in the underlying Workflow Template.

Running a New Workflow

One Workflow = Sequence of Tasks

The Tasks making up a Workflow get assigned sequentially, with every subsequent Task only getting assigned after the previous one in the Workflow has been completed. You and your team can find the tasks currently assigned to you in My Tasks section.

One Workflow = Sequence of Tasks

When you select a Task, you see its description, output fields as well as the log of all comments, file attachments, and events that happened in this workflow up until now. As you complete a task, it disappears from your list and as the workflow progresses from step to step or new workflows are launched, new tasks get assigned to you and your teammates.

Thus in Pneumatic:

  • You start by building a Workflow Template based on your standard operating procedure
  • You then run multiple Workflows from it
  • and finally, you and your team complete the Tasks assigned to you by the running Workflows

Ready to get started?
It'll only take a minute

Image banner