23 documented entries

Task And Workflow Patterns

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

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Open an entry for its decision rule, states, implementation contract, and source trail.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Saved items