Develop Workflow Processes to Organize Your Team’s Work
Create workflows to organize your team’s work and increase productivity. This involves identifying all the processes involved, even those that are interdependent, and capturing the steps with a flowchart. This is vital in avoiding common workflow mistakes that cause bottlenecks and delays.
Start with the Endpoint
Write down the goal you wish to achieve through your workflow. For instance, a project milestone. This will help you to determine the actions, information, technology, and the people you need to achieve your objectives. It will also help you determine whether the workflow is effective/successful.
Test workflows before transferring to production. This will ensure that your business isn’t at risk due to insufficient or untested workflows.
Define actions, condition nodes and wait nodes on a canvas for workflow. Actions let you set triggers that will initiate the process, for example, when a record meets certain requirements. You can create a node that will wait until a specific event occurs to stop the progression of the record. Condition nodes allow you to evaluate records based upon the properties they have specified and control the progress of the record based on evaluations.
Review all steps in your workflow. Be particular about those that involve handoffs. Handoffs between systems or people could be vulnerable points that can lead to errors in communication or track the progress of work technical issues. Most often, these are the root cause of bottlenecks or delays in the workflow. A clear record of your processes can help you avoid making these mistakes.
