To create a workflow for a specific task in SharePoint, here’s a list of items to consider:
- Identify the task you need a workflow for and list out the subtasks.
- Decide who needs to be involved in the workflow process.
- Understand which fields need to be filled out and by whom.
- Create a visual timeline to capture the full workflow process.
- Build out each step with approval processes and entry forms.
- Test out different scenarios to make sure the workflow meets the needs of the task.
- Figure out how to share the results of the process and who should be notified.