Develop Workflow Processes to Organize Your Team’s Work

Create workflow processes to manage your team’s activities and improve productivity. This Click This Link means identifying each step of your process, including those that are dependent on each other and documenting them with the form of a flowchart. This is crucial to avoiding common workflow errors, such as bottlenecks and delays.

Start with the Endpoint

Define the outcome you wish to achieve with your workflow. For example, a project milestone. This will help you identify the essential activities such as information, people and technologies that must be in place to meet your objectives. It will also help you determine whether the workflow is effective/successful.

Test workflows prior to transferring them to production. This will ensure that your company isn’t in danger due to insufficient or untested workflows.

Create wait nodes, conditions, and actions on a workflow canvas. You can set triggers to start a process for instance, when a record meets a certain threshold. You can create an action that will wait until a certain event occurs to stop the progress of the record. Condition nodes let you assess records according to their properties and manage the progress of the record based on the evaluations.

Review every step of your workflow, particularly those that involve handoffs. Handoffs between people or systems can be vulnerable points that can lead to errors in communication or technical issues. Most often they are the root reason for delays or bottlenecks in a workflow. Having clear documentation of your processes can help prevent these mistakes.