All Collections
Workflow & Automation
How can a work template manage parallel workflows?
How can a work template manage parallel workflows?

A technique for when more than one person needs to work concurrently and independently on a work item.

Leigh Schlobohm avatar
Written by Leigh Schlobohm
Updated over a week ago

Best practice for work template construction in Intuit Practice Management powered by Karbon is for tasks and sections to be organized in a time-linear start to finish order. However, you may have a workflow where multiple people need to be working at the same time because their work is not dependent on each other.

You can achieve this by using automators that watch for work status, rather than prior section completeness, to update task status. Here's one example:

[click image to enlarge]

In this scenario, the three sub-processes are being performed simultaneously by three different people; their work is not dependent on one another. Once all three complete their work (in any order) the work resumes its single linear process thanks to the final section's automator.

Variant 1: the linear process can resume even if Sub-Process 1 is not complete. Simply move the Sub-Process 1 section down near the bottom of the workflow so that it is lower down than any automator looking "upwards" in the flow to check for completion. Its automator watching for for work status will activate no matter where it sits in the workflow once that status is reached.

Variant 2: only completion of Sub-Process 3 is required for the linear process to resume. Processes 1 & 2 can be completed any time prior to completion of the work. Simply adjust the automator on the final section pictured so that it watches for the prior tasks only (not sections) to be completed before activating.

Did this answer your question?