Zoho Workflow Management Rules – Types of Workflows

workflow management efficiency

Workflow management rules are the core of your workflow. With the right tools, you will be able to simplify tasks, identify bottlenecks, and automate repetitive activities. But even the best-laid plans can be tangled by unexpected events or mistakes made by employees. A workflow management system can alert you to potential problems before they become major problems and can help you avoid lasting damage by quickly resolving these.

There are various types of workflows, based on how complex your workflow. Sequential workflows are a sequence of actions that must be carried out in order. A step can’t begin until the previous step is completed. State-machine workflows require input from several team members and usually repeat until the task is completed. Rules-driven workflows are a sequential process, but include additional rules, typically designed as conditional “if this is true, then that” statements. Parallel workflows perform a variety of tasks simultaneously in order to move towards completing.

You can use Zoho’s Workflow software to create and configure rules that will monitor and process any record based upon specified conditions. You can also send automated email notifications to the submitter and an approver of a record once the rule is triggered. You can also automatically update specified field values with the help of a workflow rule.

If you are developing workflow rules for records to be followed, make sure that your approval and assignment procedures are set-up correctly to avoid conflicting assignments. For example, you may prefer to assign an approver for each incident record depending on their severity (e.g. High severity incidents as opposed to. incidents of low severity). You can check for conflicts between rules by looking at the log of workflow rules, which you can access if you have the Manage Workflow Rules permission or have the wider system logs permission enabled.