Workflow processes can be created to increase team productivity and streamline the work of your team. This requires identifying every step of your process including those dependent on one another and documenting them with the form of a flowchart. This is vital to avoid common mistakes in workflows, such as delays and bottlenecks.
Start with the Endpoint
Name the outcome you want to achieve with your workflow, such as the achievement of a milestone in your project or a the launch of a new home page. This will help you to determine the tasks that require information, information, and people that are required to accomplish your goals. It will also help you determine whether the workflow is effective/successful.
Create and test workflows in a nonproduction setting before transferring them to your production environment. This ensures that you aren’t putting your business at risk with insufficient or untested processes.
Define conditions, wait nodes, and actions on a workflow canvas. You can create triggers to activate a process in the event that an item meets a specific requirement. You can also include an option to stop the process of a record until a specific event occurs. Condition nodes allow you to evaluate records according to their characteristics and control the progress of the record according to the evaluations.
Review all steps in your workflow. Particularly, pay attention to the ones that involve handoffs. Handoffs between individuals or systems can be vulnerable points that could result in errors in communication or technical issues. These are often the main reasons for delays and bottlenecks in a workflow. Making sure your processes are documented can help you avoid these mistakes.
