Workflow management guidelines are the core of your workflow. You can automatize repetitive tasks, anticipate bottlenecks, and streamline your work with the appropriate tools. However, even the best-designed plans can be blunder by unexpected events or mistakes made by employees. A workflow management system can alert you to problems before they become serious issues and help you to avoid damage by solving them quickly.
Depending on the degree of complexity of your workflow there are various types. Sequential workflows are a series steps that must be executed in a sequential manner. One step is not able to begin after the previous one has been completed. State-machine work flows require input from a variety of team members and are usually iterative until the project is completed. Rules-driven workflows are sequential but have additional rules that are usually created as conditional “if this, then that” statements. Parallel workflows are designed to finish several tasks at one time.
Zoho’s Workflow software to design and configure rules that will monitor and then execute any record based upon specified conditions. You can send automated emails to the submitter or approver of the record whenever the rule is activated. A workflow rule can be used to change field values automatically.
If you are building workflow rules for records, ensure that your approval and assignment processes are set-up correctly to avoid conflicting assignments. For instance, you might choose to assign a different approver for each incident record based on their severity (e.g. high severity vs. low severity incidents). You can determine if there are conflicting rules by reviewing the log of workflow rules, which is accessible to you if have the Manage Workflow Rules permission or have the wider system logs permission enabled.
https://managingworkflow.org/2021/12/06/business-process-optimization-pros/