Workflows can be designed to increase team productivity and organize the tasks of your team. This includes identifying all steps in your process and even those that are interdependent, and capturing the steps with an outline of the flow chart. This is vital to avoid common workflow mistakes like bottlenecks and delays.

Start with the Endpoint

Write down the desired outcome you hope to achieve through your workflow, like an achievement in your project or a new home page launch. This will help you determine the actions that require information, information, and people needed to achieve your objectives. It will also help you determine whether the workflow is effective/successful.

Create and test workflows in a nonproduction setting before migrating them to your production environment. This will ensure that you’re not placing your company at risk by using untested or ineffective processes.

Define actions, condition nodes, and wait nodes on the workflow canvas. You can create triggers to trigger a process, for example when the record meets a particular threshold. You can also include a wait node to halt the process of a record until a specific event occurs. Condition nodes let you assess records according to their characteristics and control the progress of the record based on the evaluations.

Review every step of your workflow. Pay particular attention to those that involve handoffs. Handoffs between individuals or systems can be vulnerable points that could result in issues with communication or technical issues. These are typically the main causes of delays and bottlenecks in a workflow. Making sure your processes are documented can help you avoid making these mistakes.

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