Workflow processes can be developed to boost team productivity and help organize the tasks of your team. This includes identifying each step of your process including those dependent on each other and documenting them in the form of a flowchart. This is vital to avoid common workflow errors, such as bottlenecks and delays.
Start with the Endpoint
Name the result you want to achieve through your workflow. For example, a project milestone. This will help you determine the essential activities such as information, people and technologies that must be in place to accomplish your objectives. It will also help you determine whether the workflow is effective/successful.
Test workflows before migrating to production. This will ensure that your company isn’t at risk due to untested or incomplete workflows.
Create wait nodes, conditions, and actions on a workflow canvas. You can define triggers that activate a process for instance when an item meets a specific criteria. You can also add an action that will wait until a certain event occurs to stop the progression of the record. Condition nodes permit you to evaluate records according to their characteristics and control the progress of the record based upon the evaluations.
Review every step of your workflow. Pay special attention to those that involve handoffs. Whether the handoff is between people or systems they could be points of vulnerability that could result in miscommunication or technical problems. In many cases they are the primary causes of delays or bottlenecks in the flow of work. Making sure your processes are documented will help you avoid these mistakes.