What Is A Workflow, And Why Do You Need It?

The terms “productivity” and “workflow” are synonymous in the workplace. Having to-do lists, checking off each tasks and maximizing your time is the key to a successful work environment. In order to be this productive at your job, many people often set up workflows. What is a workflow? Lauren Moon at Trello explains it like this, “A workflow is…’the sequence of processes through which a piece of work passes from initiation to completion.’ To put it plainly, it’s the method you create for getting your stuff done.” The term “stuff” can be anything from weekly to-do lists, project goals/objectives, or even fulfilling client tickets or payments and invoicing. Lauren explains that we create workflows in our every day lives without even realizing it. There are different kinds of workflows you can utilize, and Lauren has rounded up a few to start using right away.

  • Simple To Do’s And Personal Productivity – This is the traditional to-do list. Make a list, check things off, and you’re done!
  • Scrum And Agile Methodology Workflows – Many business teams use a workflow process called agile, which basically structures project tasks in short (one or two week) bursts. All tasks are queued up in a “waiting area” called a Backlog list. Each person takes up a task and completes it. This type of workflow process requires team involvement and it’s a great process for a group to stay aligned towards one goal with regular opportunities to check in and keep productivity running smoothly.
  • Managing Incoming Requests Workflows – Another popular process is one that involves keeping on top of many frequent incoming requests that need to be filtered out to different users or handled in an organized process. From there, depending on the order’s needs, each step will be funneled to a different user. The Incoming Requests workflow can be applied to all sorts of use cases: managing your email inbox, generating leads and improving lead flow, handling asks from managers or other teams, or any kind of incoming ticket systems.
  • Handoff Workflows – Another collaborative workflow is one where, after you’ve created and completed your part of the work, you assign the next step to someone else. When they’ve done their part, they pass it to the next person, and it automates the chain of command.

Each of these workflows can be automated on a Trello board for easier productivity. Keep in mind that a workflow only works if it works for you. So choose the one you prefer get started with your workflow processes!


Original post by Lauren Moon from Trello.

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