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How do I create a workflow for a specific task in SharePoint?

< 1 min read

To create a workflow for a specific task in SharePoint, here’s a list of items to consider:


  1. Identify the task you need a workflow for and list out the subtasks.
  2. Decide who needs to be involved in the workflow process.
  3. Understand which fields need to be filled out and by whom.
  4. Create a visual timeline to capture the full workflow process.
  5. Build out each step with approval processes and entry forms.
  6. Test out different scenarios to make sure the workflow meets the needs of the task.
  7. Figure out how to share the results of the process and who should be notified.

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