What is a Work Process?
A work process refers to a series of actions aimed at achieving a specific goal. In an organization, these tasks involve collaboration among multiple employees, working together to complete the process.
How to Build a Work Process in the System
Process Overview:
Assess Current Tools: Think about the tools you're currently using to manage the process.
Define Process Steps: Identify the statuses needed to monitor the process and establish a common language.
Key Information: Determine what information should be collected at the start and end of the process.
Follow-Up Processes: Consider future steps. For example, once you’ve finished onboarding customers, you may need to manage referrals or transactions related to them.
People Involved:
Identify the team members who will participate in each step of the process.
Setting Up a Work Process in Tuqqi
Create a Group:
Set up a group in the system, using the Kanban view to better track and visualize process progress.Set Automatic Steps and Rules:
Define each Kanban column to represent a step (status) in your work process.Build a Custom Form:
Develop a form to shape the exact content of your process. This ensures consistency in data entry and makes it easier to analyze the data.Create Follow-Up Process Groups:
Set up additional groups for managing follow-up processes related to the original one. For example, linking a customer inquiry to their file lets you track their questions over time.Add Collaborators:
Include the team members who will be involved in the process in the group.
Tuqqi Support
At Tuqqi, we’re always ready to help you tailor and optimize your work processes within the system.