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08 Workflow Management Strategies to Help You Get More Done


Workflow management is just like it sounds: a series of steps that need to be completed in order for something else to happen. You may have seen this kind of process before when you were working with an online shopping cart, or perhaps even at your bank (where certain things need to happen before transactions can be approved).

Working with workflows has become more common as technology advances and we become more dependent on systems that allow us to get things done efficiently.

Analyze your current workflow.

Assessing your current workflow is a critical first step in improving your workflow. It’s important that you understand how your employees are currently doing their jobs, what they are doing, and where things need improvement. This is accomplished by paying attention to the following:

  • The number of steps involved in completing each task or process
  • How long each step takes to complete (time spent on each task)
  • The frequency with which tasks or processes are repeated throughout the week

Define the steps in your workflow.

It’s important to define the steps in your workflow before you start. Defining the steps of your workflow is an essential step toward ensuring that everyone involved understands. What needs to be done and when it needs to be done.

The steps should be clear and as few as possible so that people can easily follow them without having a lot of questions or confusion about where they fit into the process.

Prioritize your tasks.

  • Identify the most important tasks
  • Prioritize those tasks by importance, urgency and due date
  • Prioritize those tasks by who they impact (e.g., customers, employees)
  • Prioritize those tasks by who will benefit from them (e.g., customers or employees)

Tell each task what to do and when with if/then rules.

You can make it easier to manage tasks by defining rules that determine what happens when a task is completed. For example, if you have an email inbox that needs to be cleaned every day at 2 p.m., set up an if/then rule saying: “If my inbox is empty after today’s meeting and I haven’t sent out any emails today or on Monday, then move all the old mail into folders.” This will ensure that all of your messages are moved off your computer and into folders automatically so they don’t clutter up space in the future.

The same principle holds true for other processes. If something isn’t done right away like writing down all the ingredients needed for tonight’s dinner you may want to create an automation rule like “If there aren’t enough ingredients yet”, which will remind you of what’s missing as soon as possible so that no time is wasted in gathering them together later on down the road!

Automate repetitive tasks.

Automation can help you get more done, but it also helps reduce the time and resources required to manage tasks. In fact, automated task management systems have been shown to be effective in reducing the number of people required for daily operations.

Automated systems track every task that’s assigned or completed, allowing managers and employees alike to make sure their work is consistent with others’ efforts. They also provide insight into how long each task takes and whether anything could be done better on your end. This data allows managers and employees alike to schedule additional time. If necessary; otherwise, they’ll know when everything is ready for review. So nothing gets pushed back again later on down the line (which will save everyone from having come back from vacation only then discover there were problems).

Streamline collaboration across teams.

One thing that can really help you get more done is streamlining collaboration across teams. When you have multiple projects and departments working on the same goal, it can be difficult to keep everyone on track. That’s where a good workflow management strategy comes into play:

  • Make sure all the right people are involved in a project by making sure. They understand what they need to do and why it matters.
  • Create an effective communication strategy so that everyone knows who needs input from whom at all times and how often communication should occur between parties during different stages of production before moving onto any new stages after completion.”

Integrate all of your business software into one place, like a project management tool.

If you’re already using some form of project management software. You may be able to integrate it with other business software. For example, if you use a CRM or billing system, your workflow could be automatically updated by the data from those systems. This can help keep everyone on the same page and ensure that everyone is working toward the same goal.

Another way to integrate workflow into one place is by integrating multiple tools together. So that they work as one system instead of having separate ones for each step in your process.

Provide feedback and collect data on how work is progressing.

A critical task in workflow management is providing feedback and collecting data on how work is progressing. Feedback can be qualitative or quantitative; it may involve a questionnaire, survey, or focus group. Data collection can be done manually or automatically. For example, you could ask your employees to record their time spent on a task every day for one week. This information will help you determine which tasks are taking longer than expected. You should do differently in order for your project to move forward smoothly and efficiently.

Workflow management can help you get more done, by setting up recurring processes, automating repetitive tasks, and integrating various types of software you use for your business into a single system

Workflow management can help you with:

  • Setting up recurring processes that run at specific times, such as sending out bills or invoices. This helps ensure that you’re always on top of what needs to be done. When it comes time to pay someone or send out an invoice. Automating repetitive tasks that would otherwise take too much time away from other aspects of your business (like marketing). For example, if you want all new customers’ information entered into the system once per month. Instead of manually entering it every single time they sign up for something from one department’s website. This could save valuable time because there won’t be any need for manual logging or record-keeping around each individual contact’s information anymore! Integrating various types of software used by different departments. Within an organization into one unified platform. Whether this means integrating Salesforce CRM data into Gmail inboxes so everyone knows who their next potential customer should reach out to before contacting them directly via email after receiving an offer letter.


Whether you’re a sole proprietor or a small business owner, workflow management or BPMN can help you get more done by setting up recurring processes and automating repetitive tasks. Workflow management is an important part of how we work in our daily lives. As well we all use it to keep track of things like bills, appointments, grocery lists, and more. If you want to take step towards automating repetitive tasks. So they won’t be a burden on your team but instead, enhance productivity. By helping everyone stay organized while completing their tasks at the same time. This post will give some pointers on what that might look like!

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