11. How to build and manage business processes

A business process is a series of tasks or activities that are performed to achieve a specific goal, such as approval workflows or data processing. These tasks are often assigned to different roles within the organization to ensure efficiency, accountability, and transparency.

Why do we need business processes?

• Clarity and Accountability: With a well-defined process, each role has a clear set of responsibilities.

• Automation: Processes can automate repetitive tasks, reducing the risk of errors and speeding up workflows.

• Role-based Access Control: Processes allow you to assign tasks to specific roles, ensuring the right people are working on the right tasks at the right time.

• Process Tracking: You can track the status of tasks within a process, improving visibility and monitoring.

Key Features in Process Management

• Process Diagram Creation: Define your workflow visually to better understand the steps involved in a process.

• Connecting Data Object: Attach the Data Object to the created process.

• User Invites and Role Assignment: Invite users if they haven't been assigned yet and assign them to the appropriate roles within the process.

• Process Containers: Use the Process Container widget to run your business processes on a page.

• Field Binding: Connect form fields with the underlying data object to ensure accurate data collection.

• Rules for Forwarding Tasks: Use rules to automatically move tasks through the different stages of the process based on specific conditions.

• Process Inbox: The Process Inbox widget ensures that users can see and manage the tasks assigned to them.

The Process Tab in Workmaster is a powerful tool that allows you to design and manage business processes visually. It enables you to create, modify, and track processes through a user-friendly interface. Within the Process Tab, you can define tasks, workflows, roles, and data integrations, ensuring your processes are dynamic and efficient. Whether you're building a simple approval workflow or a more complex, multi-stage process, the Process Tab provides all the tools you need to manage your business processes.

Before diving into the Process Editor, it’s important to familiarize yourself with the features of the Process Tab and its functionality. The Process Tab allows you to define processes using Pools and Lanes, which segment the workflow into distinct stages and roles. You can also add various process blocks (e.g., Start, End, Task, Decision) to build the flow of your process, and link these blocks with data objects and rules for automation.

To get a deeper understanding of how to use the Process Tab, please refer to the Process Editor and its subsequent pages for a detailed explanation on building and managing your business processes.

For a step-by-step guide on how to create a business process, including tasks, approvals, and role-based workflows, refer to this page for comprehensive instructions: Starting a Process.

This guide will help you set up, manage, and optimize your business processes in Workmaster, ensuring seamless automation and improved workflow efficiency.