Do you have lots to organize, but not sure how to do it? SharePoint Workflows is a great solution. They will make your life significantly easier getting jobs done at prime efficiency, as well as making your manual tasks automatic.

Now you must be thinking…what are SharePoint Workflows?

Consider SharePoint workflows as an organizational system that’s integrated into the main SharePoint system. This is where jobs and approvals can be retrieved and kept on track as they are being completed.

The workflows make both these tasks as effortless as possible, while also offering consistent completion to tasks on the various platforms. 

Here are the Top 5 Most Frequently Chosen SharePoint Workflows:

1. Approval Workflows

• Most favoured workflow to work with within SharePoint – this workflow enables the user to begin the chain as soon as just one document is uploaded to the system.

• It starts when your sales team releases a project plan to their clients. However, before it goes to the clients, it must be approved, and with the approval workflows / process, it makes that effortless.

• Example: sales associate prepares the plan, then it gets transferred to the team for revision, next it is sent to the director for final review and approval

• This system works, because it is automatically able to manage where all the documents are and what status they are in, rather than manually

2. Status Workflows

• This workflow allows you to track the status of each document as they are uploaded to SharePoint

• When looking at the example from the approval workflows, you can use status workflows to track when the document has been sent to the team or the director for approval

• With the status workflows, they will mark the document after each stage of the approval workflows. After it is uploaded to SharePoint it is marked as “Draft” and after the additional stage it is marked respectively

3. Notification Workflows

• When a document has entered the SharePoint network, it will send off a message to specific members on the job of the workplace, which will then instruct them to complete a task

• Example: when the sales manager uploads the sales reports, with notification workflows enabled, it will force a message to the sales director saying that the sales report has been uploaded and is being reviewed

4. Automation Workflows

• This workflow enables you to make certain tasks automatic within the SharePoint network

• This typically works with the other workflows previously mentioned

5. Custom Workflows

• The Custom workflow gives you the ability to utilize features of the other 4, all integrated into one system

• With using SharePoint, it creates infinite options for organization and efficiency, especially when automation is added to the process

If you’re interested in learning more about setting up one of these automation workflows, reach out to us today for more information.