What is the difference between a Task Template and a Workflow?

A Task Template, created in the Templates > Tasks tab of the Advisor Portal, allows you to assign multiple tasks to a client at once.

A Workflow, added in the RightFlows > Workflows tab of the Advisor Portal, is a more automated process that allows you to assign large numbers of tasks in a predefined, sequential order. Workflows are made up of one or more steps, which themselves are made up of one or more tasks.

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