Quick Answer
A Pinnacle Series Workflow is organized into four hierarchy levels, from most general to most granular: Workflow, Process, Task, and Step. No level can be re-leveled, meaning converted into a different level.
What This Article Helps With
This article defines each level of the Workflow hierarchy and explains what can be moved, copied, or re-leveled between levels. It supports collaboration between Content Managers and Authors, and applies to Content Managers.
The Workflow Hierarchy at a Glance
Workflows are organized into four hierarchy levels, from top to bottom: Workflow → Process → Task → Step. Each level gives a different amount of detail: Workflow and Process levels are usually high-level summaries, while Task and Step levels are more granular and provide step-by-step instructions.
Workflow
A Workflow is a collection of Processes, Tasks, and Steps that define the deliverables, job roles, and detailed instructions for repeatable work. It serves as a container for related Processes, and is typically named after a Project Type, Product Name, Service Type, or Toolbox Name.
Workflows can be moved or copied between folders. They cannot be re-leveled.
Process
A Process is a collection of Tasks required to produce a specific deliverable, reach a milestone, or mark a project transition point. It defines the type of deliverable and the specifications it must meet once its Tasks are complete. For example, a Process might be a Plan and Profile Sheets package, a BIM Execution Plan, a Survey Plat, or a 60% Submittal.
Processes can be moved or copied between Workflows. They cannot be re-leveled.
Task
Tasks are measurable activities that describe what must be accomplished to produce a deliverable. They often take the form of checklists and can be arranged within a Process to run in series, run concurrently, or follow a decision path. Task descriptions can contain written instructions and tool links that trigger technology features or open external resources. A complex Task can be broken into individual Steps that are carried out in order.
Tasks can be copied between Processes (not moved). They cannot be re-leveled.
Step
A Step is the most granular level of a Workflow and gives detailed instructions for completing a Task. Like Tasks, Step descriptions can contain written instructions and tool links. Steps are completed in sequence, and they can be renumbered to change that sequence.
Steps can be copied between Tasks (not moved). They cannot be re-leveled.
Moving and Copying Content Between Levels
- Workflow: Can be moved or copied between folders.
- Process: Can be moved or copied between Workflows.
- Task: Can be copied between Processes, but not moved.
- Step: Can be copied between Tasks, but not moved.
No level - Workflow, Process, Task, or Step - can be re-leveled, meaning converted into a different level.
Common Questions
Can I convert a Task into a Step, or a Process into a Workflow?
No. No level in the Workflow hierarchy can be re-leveled or converted into a different level.
Can I move a Task from one Process to another, the way I can move a Workflow or a Process?
No. Tasks can be copied between Processes, but not moved - the same applies to Steps, which can be copied between Tasks but not moved. Only Workflows and Processes support moving in addition to copying.