Workflow processes can be developed to boost team productivity and to organize the work linked here of your team. This includes identifying each step of your process including those dependent on one another and documenting them in diagrams. This is vital to avoid common mistakes in workflows, such as delays and bottlenecks.
Start with the Endpoint
Define the goal you wish to achieve through your workflow, like the achievement of a milestone in your project or a the launch of a new home page. This will allow you to determine the actions such as information, technology, and the people you need in order to reach your goals. It will also help you determine whether the workflow is effective/successful.
Create and test workflows in a non-production environment before transferring them to your production environment. This will ensure that you’re not placing your company in danger with insufficient or untested processes.
Define conditions, wait nodes, and actions on a canvas for workflow. You can define triggers that trigger a process for instance, when the record meets a particular requirement. It is possible to add an action that will wait until a specific event occurs to stop the progress of the record. Condition nodes let you examine records based on the properties they are assigned to and control the progress of a record based on the evaluations.
Examine all steps of your workflow. Particularly, pay attention to those that involve handoffs. Whether the handoff is between people or systems there are areas of vulnerability which could cause miscommunication or technical problems. In many cases these are the main causes of delays or bottlenecks in the process. Documenting your workflow clearly will help you avoid these mistakes.