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