---
title: Formal Case Workflows - Overview
description: Here's an overview of the case workflows applicable to all lines of business, excluding Annuities.
---

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# Formal Case Workflows - Overview

## Here's an overview of the case workflows applicable to all lines of business, excluding Annuities.

**![Happy Formal Path-1](https://help.techf.com/hs-fs/hubfs/Happy%20Formal%20Path-1.png?width=652&height=1566&name=Happy%20Formal%20Path-1.png)**

**Initial Step: All cases start with the status "Await Case Manager Review."**

- **Triggers** in the case workflow automatically update the follow-up on the case manager's dashboard for each step. When a step is completed, the system closes the related follow-up. It generates a new one for the following status, ensuring case managers have the most current tasks and statuses.
- **Triggers** also initiate additional required case details, ensuring all necessary information is captured at each step of the case workflow.

The **Case Workflow** tab provides a detailed view of each action taken on a case, including who performed the action, when it occurred, and the time elapsed since the last action.

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