Develop Workflow Processes to Organize Your Team’s Work

Create workflow processes to manage your team’s work and increase productivity. This includes identifying all steps in your process including those that are interdependent, and capturing the steps with an outline of the flow chart. This is vital to avoid common workflow mistakes like bottlenecks and delays.

Start with the Endpoint

Name the result you want to achieve using your workflow. For example the project milestone. This will help you identify the required activities, information, people, and technologies that must be in place to meet your goals. It will also help you determine whether the workflow is effective/successful.

Test workflows before migrating to production. This will ensure that your business isn’t in danger due to untested or incomplete workflows.

Define conditions, wait nodes, and actions on a workflow canvas. Actions allow you to set up triggers to initiate the process, such as when a record meets certain criteria. You can create an action that will wait until a certain condition occurs to stop the progress of the record. Condition nodes let you assess records based on their characteristics and control the progress of the record based upon the evaluations.

Examine https://businessworkflow.net all steps of your workflow, particularly those that involve handoffs. Handoffs between individuals or systems could be vulnerable points that could result in difficulties in communication or technical issues. In many cases these are the main reason for delays or bottlenecks in a workflow. Making sure your processes are documented will help you avoid these mistakes.