Using Workflows is a great way to attach and monitor business processes in Microsoft SharePoint documents. Workflows enable you to quickly gather feedback, approval and reviews while having a visual chart of the process without having to constantly send out reminders, feedback or updates to each team member.
Creating a Workflow is an effective way to communicate processes to your team and manage common business practices, keeping everyone in the loop.
A Workflow in Microsoft SharePoint will let you assign groups of people to a document or project. You can then set automatic email alerts to be sent out to members regarding tasks, approvals needed or a reminder alert.
The Workflow owner (creator) can review the Workflow Status page to check and monitor progress on tasks given. When all members have completed their given tasks, an alert is sent to the Workflow owner informing him/her that it has been completed.
You can also customize predefined Workflows to help suit your individual needs. You can do this by simply choosing the Workflow best suited for your process or project. Then you can choose who you would like to assign each project task to and set any deadlines required.
Note: Any Workflows you created in SharePoint Server 2010 will continue to work in SharePoint Server 2013.
Here are some features included in Workflows:
Approval – You can route an item or document stored in SharePoint to specific members for their approval or rejection.
Collect Feedback– Route an item or document to specific members to gather feedback.
Collect Signatures – Route forms, workbooks, or documents created in a Microsoft application to specific members to attain their digital signatures.
Three-State –Manage and monitor business processes by tracking the status of an item, project, task, issue, or sales lead.
Publishing Approval – Designed specifically for publishing sites, making sure that no new content can be published or web pages updated without every approver in the workflow approving the change.
Running a SharePoint Workflow is very easy and a helpful tool for any business where daily processes, simple and complex tasks, reviews, meeting or feedback are frequently part of your working routine.
Once you start using Workflows you will see the benefits right away.