Develop workflow procedures to manage your team’s work and improve productivity. This means identifying all steps of your process including those that are interdependent, and documenting the process using an outline of the flow chart. This step is crucial to avoid common mistakes in workflows, like delays and bottlenecks.

Start with the Endpoint

Name the outcome you want to achieve through your workflow, like an achievement in your project or a new home page launch. This will help you identify the essential actions such as information, people and technology that need to be in place to meet your objectives. It will also help you determine whether the workflow is effective/successful.

Create and test workflows in a non-production environment before transferring them into your production environment. This will Click This Link ensure that your business is not at risk because of untested or insufficient workflows.

Define actions, condition nodes and wait nodes on a canvas for workflow. You can set triggers to initiate a workflow in the event that a record meets a certain requirements. You can also include a wait node to halt the progression of a record until a certain event occurs. Condition nodes permit you to evaluate records according to their properties and manage the progress of the record based upon the evaluations.

Review every step of your workflow. Pay particular attention to those that involve handoffs. If the handoff involves people or systems, these can be areas of vulnerability which could cause confusion or technical issues. Often, these are the root causes of delays or bottlenecks in the process. A clear and concise record of your processes can help you avoid these errors.