Workflow management rules are the basis www.managingworkflow.org/2021/12/11/how-to-use-business-process-optimization-to-improve-your-workflow-management/ of your workflow. You can automatize repetitive tasks, identify bottlenecks and simplify tasks with the appropriate tools. Even the most well-planned plans can be ruined by unexpected events or errors by employees. A workflow management system can alert you to problems before they turn into fully-fledged problems and help prevent lasting damage by quickly resolving them.

There are a variety of workflows, based on how complex your workflow is. Sequential workflows are comprised of a sequence of steps that must occur in order. A step can’t start until the previous step is completed. State-machine workflows require input from several team members, and often move back and forth until the task is completed. Rules-driven workflows follow a sequential structure, but they also include additional rules. They are typically constructed as conditional statements, such as “if this, then that”. Parallel workflows are designed to tackle a set of tasks simultaneously, advancing towards completing.

You can use Zoho’s Workflow application to create and set up rules to monitor and perform any action based upon specified conditions. You can also send automated email notifications to the person who submitted and the approver of the record when the rule is triggered. You can also automate the updating of fields with an automated workflow rule.

If you’re creating workflow rules for records, ensure that your approval and assignment procedures are properly set up to avoid conflicting assignments. You might need to assign different approvers to incidents based on the severity of the incident (e.g. High severity incidents as opposed to. incidents of low severity). You can check whether there are any conflicts between rules by viewing the log of workflow rules. This log is available when you’ve got Manage Workflow Rules or the wider system logs enabled.