Create workflow processes to manage your team’s activities and improve productivity. This requires identifying every step of your process as well as those that are dependent on one another and documenting them with a flowchart. This is vital to avoiding common errors in workflow, including delays and bottlenecks.

Start with the Endpoint

Name the result you want to achieve using your workflow. For example an achievement milestone for your project. This will allow you to determine the actions that require information, information, and the people you need to accomplish 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 is not at risk because of untested or insufficient workflows.

Define actions, condition nodes, and wait nodes on a workflow canvas. You can define triggers that start a process, for example when a record meets a certain requirement. You can also add an action that will wait until a specific event occurs to stop the progress of the record. Condition nodes let you evaluate records based on the properties that they have been www.businessworkflow.net/ assigned and control the progression of records based on evaluations.

Check all the steps in your workflow, especially those that require handoffs. Handoffs between people or systems can be a risky point that can lead to difficulties in communication or technical issues. Most often, these are the root causes of delays or bottlenecks in the flow of work. Documenting your workflow clearly can help you avoid making these mistakes.