Workflow management guidelines are the heart of your workflow. With the appropriate tools, you can simplify tasks, identify bottlenecks, and automate recurring tasks. Even the most well-planned plans can be disrupted by unexpected events or mistakes made by employees. A workflow management system can help you identify problems before they turn into serious issues and help you to avoid permanent damage by resolving them quickly.
There are many types of workflows, based on how complicated your workflow is. Sequential workflows are comprised of a sequence of steps that must occur in order. Each step cannot begin until the prior step is completed. State-machine work flow processes require input from several team members and are typically repeated until the www.managingworkflow.org/2020/07/28/workflow-manage-with-workflow-management-by-board-room/ task is completed. Rules-driven workflows are sequential, but contain additional rules, usually created as conditional “if this is true, then that” statements. Parallel workflows tackle a series of tasks simultaneously, advancing them toward completion.
Zoho’s Workflow software to design and configure rules that monitor and process any record on the basis of specific conditions. You can send automated emails to the submitter or approver of the record when the rule triggers. A workflow rule can be used to change field values automatically.
If you’re creating workflow rules for records, be sure that your approval and assignment processes are properly configured to prevent conflicting assignments. You may need to assign different approvers for incident records depending on their severity. high vs. low severity incidents). You can look for conflicts between rules by looking through the log of workflow rules, which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission.