Create a new Workflow

Note: The “Stage” a particular record is in, in reference to a WorkFlow shows how far along a record has progressed through all of the individual parts of that process. Each part of the process/WorkFlow (perhaps a Sales Process/Sales WorfFlow) has several task that must be completed during that phase. The “Task” in that stage are what should be done to move that record forward through to the next part of the process.