Most used SharePoint workflows to optimize your business process
1. Approval Workflow
One of the most commonly used workflows in SharePoint. Approval Workflow simplifies the process of approving documents or items. It automates the approval from one person or multiple stakeholders. It ensures that documents move through the right channels seamlessly.
Benefits
- Automates reviews and document approval processes.
- Saves time, improves efficiency and accountability.
Applications
- Requesting manager approval for a project proposal.
- Getting legal clearance on contracts.
2. Automation Workflows
Automate repetitive tasks and manual processes such as document handling, task assignment, or data entry. You set conditions that trigger automatic actions.
Benefits
- Reduces manual work by automating repetitive tasks.
Applications
- Automatically moving files to a different folder when a document is approved.
- Triggering an email when a task is completed.
3. Notification Workflows
It ensures that team members are promptly notified about updates, tasks, or changes in a project. It can send out an alert when a document is modified or when a deadline approaches. Notification workflow ensures that everyone stays in the loop.
Benefits
- Keeps teams informed without the need for constant checking.
Applications
- Sending reminders for upcoming deadlines.
- Notifying the team when a new document is added to a folder.
4. Custom Workflows
You can create custom workflows tailored to your specific needs. You can define steps and rules that are needed for you unique processes.
Benefits
- Flexibility to create workflows tailored to your specific business processes.
Applications
- Custom workflow to manage your unique product development cycle.
5. Status Workflows
Tracks the progress of tasks or projects and automatically update stakeholders on the current status. They can send notifications when the status changes. It ensures that everyone involved is kept in the loop.
Benefits
- Provides real-time updates on task progress.
- Eliminates the need for manual status tracking.
Applications
- Tracking the progress of a marketing campaign.
- Notifying team members when specific milestones are reached.
6. Task Management Workflow
This workflow helps with assigning tasks to individuals or teams. As tasks are completed or updated, notifications are sent, and statuses are tracked.
Benefits
- Ensures accountability by automatically assigning tasks.
- Keeps track of their progress.
Applications
- Assigning project tasks to team members and tracking their completion.
7. Issue Tracking Workflow
It helps businesses manage, track, and resolve problems or incidents within a project or organization. It streamlines the process of logging, assigning, and resolving issues.
Benefits
- It automates the assignment of issues to the right team members.
- Issues tracking workflows makes it easier to track the progress of each problem.
Applications
- Managing and tracking software bugs and customer service issues.
- Monitor and track equipment malfunction reports within an organization.