We made workflow super simple. Whiteboard something on your own or collaborate with other people. First figure out what the steps are, who is involved and who will ultimately use it. Or, if you want, you can even record it as you do it.
Once you have a pretty good idea what the process looks like, you can save it as a template for re-use. You don’t have to get it right the first time and can iterate over time or make as many variations as you
What’s workflow without some action? Fire-up an instance of your process and add co-workers, business partners or customers. You can see where everyone is at and make changes on the fly. Once you are done, archive your work to keep the compliance types happy. Now go ahead and ditch those flowcharts, spreadsheets and task lists!