Develop Workflow Processes to Organize Your Team’s Work

Create workflow processes to manage your team’s work and increase productivity. This means identifying all steps involved in your process, even those that are interdependent, and capturing them with diagrams of flow. This is vital to avoid common workflow errors like bottlenecks and delays.

Start with the Endpoint

Write down the goal you wish to achieve using your workflow. For instance the project milestone. This will help you identify the essential activities, information, people, and technology that need to be in place to accomplish 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 putting your business at risk with insufficient or untested processes.

Define actions, condition nodes, and wait nodes on a workflow canvas. Actions allow you to set up triggers that activate the process, for example, when a record is in compliance with certain requirements. You can also include an https://businessworkflow.net option to stop the process of a record until a specific event occurs. Condition nodes permit you to evaluate records according to their properties and control the progression of the record based on the evaluations.

Check all the steps in your workflow, particularly those that require handoffs. Handoffs between individuals or systems could be vulnerable points that could result in issues with communication or technical issues. These are usually the primary causes of bottlenecks and delays in the workflow. A clear record of your processes will help you avoid these mistakes.