The process of organizing your workflow is an essential step in optimizing your business. It might seem overwhelming but you can accomplish it. With some careful consideration and a few helpful tips your team can perform efficiently.

A workflow is the sequence of steps needed to finish a task. It may be sequential or parallel, or a combination. It is comprised of tasks that are mandatory as well as nice-to-haves and must-haves that need to be completed in order to accomplish the desired goal of the process. It also includes the people tools and resources required to accomplish these tasks. A well-organized workflow can ensure maximum efficiency and productivity. It also helps employees focus on the most important aspects of their job.

Software can automate the workflow. This is especially useful in customer service, as it will reduce the time taken to respond to a question. Additionally automation can decrease the chance of human error that occurs in the process, which could improve the quality of the product.

To facilitate the management and locate your processes, you can organize your workflow into folders. For example a sales workflow can be organized into different folders for every brand or product line. To create a folder, go to the dashboard for workflows, then click Create. Enter a name and select the checkbox next to the business unit you want to assign to. To change the business unit assigned to a workflow you need redirected here to hover over it, then click More > Choose business unit.