Develop Workflow Processes to Organize Your Team’s Work

Create workflow processes to manage your team’s work and improve productivity. This requires identifying all steps involved in your process as well as those that are interdependent, and capturing the process using a flowchart. This is crucial to avoid common workflow mistakes that cause bottlenecks and delays.

Start with the Endpoint

Determine http://www.businessworkflow.net/2021/04/18/best-project-management-tools-for-easier-management-and-sharing-of-data/ the outcome you would like to achieve with your workflow process, such as an achievement in your project or a the launch of a new home page. This will help you determine the essential actions, information, people, and technology that should be in place in order to achieve your goals. It will also help you determine whether the workflow is effective/successful.

Create and test workflows in a nonproduction environment before transferring them to the production environment. This ensures that you aren’t placing your company in danger by using ineffective or untested processes.

Define actions, condition nodes and wait nodes on a workflow canvas. Actions let you create triggers that initiate the process, for example, when a record meets certain requirements. You can also include a wait node that will stop the progression of a record until a specific event occurs. Condition nodes let you evaluate records based upon the properties they are assigned to and control the progress of the record based on evaluations.

Review every step of your workflow, particularly those that require handoffs. Whether the handoff occurs between people or systems they could be vulnerable points which could cause difficulties in communication or technical issues. Many times, these are the root reason for delays or bottlenecks in the workflow. A clear record of your processes will help you avoid these errors.