Workflow processes are an essential part of any project. They’re the steps that a task follows from start to the end. They aid in planning and track important milestones, and they can help you achieve them by establishing a clear order of activities.

To develop workflow processes start by identifying your objectives. Find out what tasks must be done and who is responsible for each job. Also, consider the time required for each step. This will help you create an effective workflow that is customized to your specific business requirements and goals to improve efficiency and productivity and ensure the best possible outcomes.

Then, discuss with your team members and determine their roles. This helps eliminate redundancies and overlapping duties that consume time, resources, and money. For instance, if one member of your customer service team spends most of their time answering phone calls but not dealing with emails, it could be time to re-allocate that employee’s duties to better serve your business needs.

Review your workflow map and see where the inefficiencies are. If, for example, one of your workflows is taking too long due to the fact that your team is waiting on feedback from another person or another, reworking the process can improve employee and customer satisfaction.

Use interaction nodes to define the options that users are presented with during a workflow process such as approving or rejecting a record. You can include nodes that can pause the workflow until an event occurs, for example a customer reply.