Ever since SharePoint was launched, it has made work easier for millions of organizations. A revolutionary document management system, SharePoint is the top-selling software currently. It is so because it is so much more than just a document management system. It can make work a lot easier with some amazing tools it offers. One of them is SharePoint Workflows.
You may or may not have heard of SharePoint Workflows, and if you are wondering what it is all about then this piece is for you. Here, we are going to tell you all about Workflow and how you can automate work processes with SharePoint.
What is SharePoint Workflow?
In simple words, a Workflow is the way a process is completed in a series of steps that are to be performed in a sequence. Similarly, SharePoint Workflows are programs that run in a SharePoint ecosystem. It automates many repetitive tasks that can drain the workers and affect their productivity. Managing data workflow is essential in any business. Many tasks in this process require sharing, approvals, status tracking, and a lot more which can be exhausting and extremely repetitive. SharePoint Workflows help in automating these tasks so that more time is dedicated to productive tasks.
Types of SharePoint Workflows You can Use
The most common types of workflows you can use in SharePoint are:
- Notification Workflow: These workflows can be set for various tasks. The aim of setting up these workflows is to send a notification to concerned parties when a certain condition is met. Suppose a document is uploaded by a member which has to then be reviewed by other members for further actions. By setting up notification workflows, you can trigger notifications to be sent to the seniors who are in charge of reviewing and approving the document.
- Approval Workflow: Another very important workflow that is commonly used in SharePoint is approval workflow. This workflow can follow the approval chain in the SharePoint ecosystem without needing any manual interference. When a document is uploaded, it has to go through various members of the hierarchy for approval. This can easily be managed by SharePoint by passing it to the next person for approval until the chain is completed.
- Status Workflow: Status workflows can be used for automating the status of a document in the chain of processes. For example, when a document is uploaded, the status can be tagged as “in progress”. Once it is read by a concerned member, the status will be changed to “Read”. When approved or rejected by members, it can be tagged so. This way, all members can be aware of the status of the document in the work chain.
Custom Workflow: Custom workflows are for those who need something more from SharePoint. You can put all the workflows in motion or introduce more steps. Think of it as an all-rounder workflow. When a document is uploaded, members are notified. When the document is reviewed, the status will be updated to “read”. Then the document will move forward for approval from the concerned member. Once the document is approved or rejected, it will be moved to the appropriate document library for members to find. This way you can have the best of SharePoint all at once.
With SharePoint’s automation, you can improve your company’s work processes while boosting your employees’ efficiency. The possibilities are endless!
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