Simplify Workflows: Best Practices for Collaborative Workflow creation

Simplify Workflows: Best Practices for Collaborative Workflow creation

Automating agenda workflows allows local governments to track item progress, ensure deadlines are met, and overall save time in the pre-meeting process. However, if a system’s workflows are too rigid, agenda items can still bottleneck and instead, work against pre-meeting efficiency!

In this webinar we will learn the ingredients of a fluid, user-friendly workflow and how to avoid workflow pitfalls, focusing on: 

  • Workflow configuration best practices
  • How collaborative workflows can accelerate productivity
  • Dynamic Routing: Strategies for non-responding contacts  
  • Accommodating last minute changes 
  • Practical step by step guide for creating: Split workflows, permissions, managing deadlines, and task list grouping and filters

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