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23 documented entries

Task And Workflow Patterns

Multi-step work, approvals, scheduling, review queues, checkout, and task completion.

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Learn the family

How do several steps become one understandable outcome?

A workflow joins actions across time, people, and systems. Each step gives the person enough context to continue, review, pause, or recover.

Use this method

  1. Define the end state and the people involved.
  2. Map steps and handoffs in the order they occur.
  3. Show progress, saved state, and consequences at decision points.
  4. Test interruption and return as part of the full task.

Compare the outcome

Strong: A booking flow carries the selected room and date through review, payment, and confirmation, with a clear route back to edit details.

Weak: A booking flow resets the room after payment fails and sends the visitor to the beginning of the process.

Try it: Map a five-step task and annotate where information is saved, reviewed, transferred, and confirmed.

Read these patterns first

  1. BookingUsers reserve an offered appointment, service, class, room, resource, seat, table, pickup window, or visit.
  2. Review queueA team or individual repeatedly reviews many independently queued items.
  3. Task listA page needs to display a known set of tasks with status and links to start or resume them.

Build the foundation

Preserve the task across screens and input modes →

Follow the evidence

Complete study route · 23 entries

Work through the family in order

Begin with the core behavior, apply it in different contexts, then review cases that reveal the quality boundary. Open each entry for its decision rule, states, example, and source trail.

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5 entries

Build the foundation

Learn the shared task and the core interaction choices.

Lesson 01 / 23

Start page

A user is about to start one named service, transaction, booking, application, check, request, or registration.

Type
UI-UX
Sources
5
Trail checked
establishedSingle-service or single-task entry point before a transaction begins
Test in lab
Lesson 02 / 23

Task list

A page needs to display a known set of tasks with status and links to start or resume them.

Type
UI-UX
Sources
4
Trail checked
establishedComponent-level list of linked task rows with names, hints, and statuses
Test in lab
Lesson 03 / 23

Onboarding

New users need orientation, setup, personalization, or instruction before the regular interface can deliver value.

Type
UI-UX
Sources
6
Trail checked
establishedFirst-run or new-feature orientation that leads to first value
Test in lab
Lesson 04 / 23

Booking

Users reserve an offered appointment, service, class, room, resource, seat, table, pickup window, or visit.

Type
UI-UX
Sources
8
Trail checked
establishedCustomer-facing flow for reserving an offered slot, service, resource, appointment, class, or seat
Test in lab
Lesson 05 / 23

Review queue

A team or individual repeatedly reviews many independently queued items.

Type
UI-UX
Sources
6
Trail checked
establishedActionable queue for triaging many items that need human review
Test in lab
18 entries

Apply the patterns

Choose a specialized form for the context and follow its complete behavior.

Lesson 06 / 23

Account creation

Users need to save and resume drafts, regularly update their data, manage records, check ongoing status, collaborate, or protect repeated access.

Type
UI-UX
Sources
5
Trail checked
establishedPersistent account establishment flow
Test in lab
Lesson 07 / 23

Create user profile

Users need to create a visible profile for collaboration, community, directory, marketplace, public contribution, support, or social interaction.

Type
UI-UX
Sources
5
Trail checked
establishedVisible personal identity and profile presentation setup
Test in lab
Lesson 08 / 23

Profile setup

Users already have an account or profile and need guided help to complete, review, enrich, or update it.

Type
UI-UX
Sources
5
Trail checked
establishedExisting-profile readiness and enrichment flow
Test in lab
Lesson 09 / 23

Sign in

Users need to access an existing account or protected destination.

Type
UI-UX
Sources
6
Trail checked
establishedReturning-account authentication and session start flow
Test in lab
Lesson 10 / 23

Login

Users have submitted credentials or authenticator output and need a safe verification result.

Type
UI-UX
Sources
5
Trail checked
establishedCredential-verification attempt lifecycle and login outcome handling
Test in lab
Lesson 11 / 23

Password reset

Users need to recover an account because the existing password is forgotten, suspected compromised, or unusable.

Type
UI-UX
Sources
6
Trail checked
standardAccount recovery and reset-token lifecycle
Test in lab
Lesson 12 / 23

Two-factor authentication

A sign-in, new device, risk signal, or sensitive action requires proof beyond the primary credential.

Type
UI-UX
Sources
5
Trail checked
establishedAdditional-factor challenge and recovery flow
Test in lab
Lesson 13 / 23

Confirm email

A user must prove access to a mailbox before account activation, invitation acceptance, recovery eligibility, or sensitive notifications.

Type
UI-UX
Sources
5
Trail checked
standardMailbox access confirmation loop
Test in lab
Lesson 14 / 23

Confirm phone

A captured phone number must be proven reachable before activation, contact-route reliance, recovery eligibility, phone-number change, or a sensitive action continues.

Type
UI-UX
Sources
5
Trail checked
standardPhone reachability confirmation loop
Test in lab
Lesson 15 / 23

Checkout

A user is ready to purchase selected items, services, tickets, subscriptions, donations, or orderable options.

Type
UI-UX
Sources
5
Trail checked
standardPurchase commitment and order finalization flow
Test in lab
Lesson 16 / 23

Payment collection

The user must pay a known fee, invoice, balance, application charge, renewal, subscription, donation, deposit, or service amount.

Type
UI-UX
Sources
6
Trail checked
standardPayment request, authorization, and status lifecycle
Test in lab
Lesson 17 / 23

Scheduling

Users coordinate time across people, resources, calendars, availability, or recurrence.

Type
UI-UX
Sources
7
Trail checked
establishedWorkflow for arranging time, attendees, availability, recurrence, and reminders
Test in lab
Lesson 18 / 23

Complete multiple tasks

A transaction has several meaningful sections or tasks and progress is saved.

Type
UI-UX
Sources
6
Trail checked
establishedSaved transaction hub for completing several sections or tasks over one or more sessions
Test in lab
Lesson 19 / 23

Assignment

A user must set, change, or clear who is accountable for a work item.

Type
UI-UX
Sources
6
Trail checked
establishedResponsibility control for assigning a work item to eligible people, teams, roles, bots, or no owner
Test in lab
Lesson 20 / 23

Approval workflow

A submitted request needs authorized approval before a deployment, purchase, access grant, publication, content change, policy exception, financial action, or workflow step can proceed.

Type
UI-UX
Sources
5
Trail checked
establishedRouted decision workflow for requests that require authorized approval
Test in lab
Lesson 21 / 23

Publish workflow

Users need to make content, products, pages, releases, site changes, campaigns, or configuration visible to an audience.

Type
UI-UX
Sources
7
Trail checked
establishedWorkflow for moving edited material to live, staged, scheduled, or retired state
Test in lab
Lesson 22 / 23

Settings management

Users need to inspect and change persistent app, account, workspace, privacy, notification, display, integration, device, or system behavior.

Type
UI-UX
Sources
4
Trail checked
establishedDedicated user or app configuration management surface
Test in lab
Lesson 23 / 23

Toolbar

A view, editor, canvas, media surface, table, or selection needs repeated related commands close to the work area.

Type
UI-UX
Sources
5
Trail checked
standardView-scoped command strip for related controls
Test in lab

Saved items