Workflow Template 2023

Use this template to create workflow documents

Updated on May 10th, 2024

Objective

At the end of these steps, (record what outcome or benefit the client will receive from following these steps).

 

 

Steps

  1. Starting with Step 1, record each part of the process to completion.
  2. Make sure you bold element interactions. (i.e Click Next, Tick Invoices etc.
  3. Make sure you accompany any workflow you draft with a gif showing a rough outline of what the process looks like to the right.

 

Summary

You will now have (reiterate the benefit from the beginning. Don't forget to add keywords.)

 

 

Knowledge Areas

For more information on the features described above, please see the following pages:

 

Layouts

 

Emailing

 

Managing Clients

 

Invoicing