Xcelerate Knowledge Base
Xcelerate Academy
Task Workflows
Administration
User Management
Integrations
Troubleshooting
Time Tracking
The Basics
Customer Intake
Scheduling
Mobile
Job Management
CRM
Reporting
Financials
Encircle
Advanced Configurations
Task Workflows
Customizations
Back to home
Xcelerate Knowledge Base
Advanced Configurations
Task Workflows
Administration
User Management
Integrations
Troubleshooting
Time Tracking
The Basics
Customer Intake
Scheduling
Mobile
Job Management
CRM
Reporting
Financials
Encircle
Advanced Configurations
Task Workflows
Customizations
Task Workflow - Best Practices
Recommendations & best practices for creating your task workflows