Prepare a workflow
Before you add a workflow, you first make a sketch of the process. You sketch how the process should look: which tasks and actions are performed by which employees and in which sequence.
It is a good idea to specify the authorisation group for the various tasks. This tells you which authorisation groups you require and, if necessary, you can create them first.
In the flowchart you include tasks, actions, statuses, responsibilities and authorisations. To create a flowchart, you can use Microsoft Visio or SmartDraw.
To prepare a flowchart for a workflow:
- Create a flowchart
Before you create a workflow, you should first consider how the process runs in your company and how you want to set it up. That is why we recommend you create a flowchart first.
- Control of tasks in workflows
There are several ways to direct tasks through the workflow. At times you have to configure the control in Profit in advance.