**5.2. Management task vs. business task**

A business must have a pre-designed form (paper form or electronic form) to record how an individual case is initiated and processed. Such a form is called a business form, B-form for short.

A business task can be characterized by


A management task, on the other hand, requires knowledge on management rules. If it fills in blanks on the B-form at all, the written content is for management need only, e.g. a serial number for sorting and searching B-forms later on.

In the book *Workflow Management*, 16 tasks have been listed for "insurance claim" business in a (fictional) insurance company, among them, the first two tasks are:


The first task may assign a serial number to the claim. Otherwise, it would leave no trace on a B-form. In fact, it is even not concerned with what B-form to be used. The second task must fill in the blank "type of claim" at least. Thus, the first task is a management task (may be shared by all businesses in a company) while the second task is a business task. In other words, the first task should be excluded from the workflow logic for "insurance claim", but the second task must be included.
