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Workflows

Start requests, complete operational interviews, manage active work, resolve exceptions, and confirm completion.

Live data

Implementation	Household	Type	Status / What Happens Next	Waiting On...	Priority	Due Date	Owner

Workflow Templates define how the firm performs work. Workflow Instances are launched separately for real client, household, recommendation, planning, or incoming-action work.

Workflow Templates (Admin Only) Create, draft, edit, approve, publish, retire, and archive reusable Workflow Templates.

Playbook	Group	What Happens	What's Needed	Status