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How To Define A Workflow Process

Jennifer Bridges
Publication date:
April 25, 2022
Article Summary: 

How To Define A Workflow Process

Workflow processes are the process of defining, executing and automating business processes where tasks, information and documents are passed from one person to another for action according to a set of business process management rules. Project management software allows for seamless workflow automation with custom workflows and task approvals. A workflow process is the automation of a business process that can be fully automated or simply part of the automated process. A business process is a set of linked procedures or activities that together help you realize a business objective or policy goal. When thinking about a workflow process, it is important to start with the end in mind and work backward to determine the right path to get there.
The most important details in this text are the three tips for defining a workflow for a project: creating a realistic workflow diagram, getting buy-in from the team, and match workflow process to a tool functionality. Automation is a way to streamline the internal workflow by getting rid of manual data entry and request handling. Software with automation features can also help teams stay on task by sending automated notifications when the status is late or a deadline is looming. Free project management templates can help with the workflow process.
The RACI Matrix Template for Excel is a free tool that helps teams understand who is doing what on their team. It can be used to collect team members under categories such as responsible, accountable, consulted and informed. The free work order template for Excel covers labor, tools and materials that are needed to complete the work with instructions on what has to be done, how much it'll cost, the deadline to finish the work and who is assigned what tasks. The free agile sprint plan template gives teams flexibility with its short, iterative sprints that last only a couple of weeks. ProjectManager is project management software that automates much of the manual labor and alerts assigned team members when deadlines are approaching, making sure everyone is aware of the schedule and keeps the project on track. Kanban boards can add efficiencies to workflow such as kanban boards that visualize the workflow.


workflow automation, workflow management software, business process management, project workflow management, project management software, automate workflows, automating workflows, workflow, task flow diagram

Source Citation: 
Jennifer Bridges
How To Define A Workflow Process
April 25, 2022
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