> This page is for Docs.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://zuora.ferndocs.com/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://zuora.ferndocs.com/_mcp/server.

# Workflow task overview

> An overview of the Workflow task.

An overview of the Workflow task.

Workflow tasks are building blocks of workflows. A task receives data from the preceding task, performs actions predefined by the workflow creator, and optionally triggers the following task.

You add a task by click  on an existing task on the editing page of a workflow. See [Edit a workflow](/docs/platform/extensibility/workflow/create-and-manage-workflow-definitions/get-started-with-workflow/edit-a-workflow) to learn about how to edit a workflow.