This presentation provides an overview of workflow as used in project management. TaskTrakz online project management software makes it easy to implement workflow in your projects.

1. TaskTrakz
Project Management Software
What is Project Management
Workflow?
How to make your business more
efficient

2. TaskTrakz
Project Management Software
Outline
• What is workflow
• What do I get from workflow
• How do I use it?
• When can I start?

3. TaskTrakz
Project Management Software
What is workflow?
• Your project consists of tasks
• Often those tasks will go through a number of
stages, such as writing, approval, publishing.
• Workflow is this series of stages as well as
how you can move between the stages

4. TaskTrakz
Project Management Software
What is workflow?
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started
Writing Approval Publishing Complete
The common task process is divided into a number of
discrete stages or states

5. TaskTrakz
Project Management Software
What is workflow?
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started
Writing Approval Publishing Complete
The allowed transitions between the states are defined

6. TaskTrakz
Project Management Software
What is workflow?
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started
Writing Approval Publishing Complete
You may also need to define reverse transitions.
For example what happens if approval is not given?

7. TaskTrakz
Project Management Software
What is workflow?
Not
started
Writing Approval Publishing Complete
Who should be allowed to make the transitions?
Manager Writer PublisherManager
Manager
Publisher

8. TaskTrakz
Project Management Software
What do I get from workflow?
• A repeatable process that brings similar
results each time
• A clear division of responsibility between
different people
• A better basis to estimate task length
• A simple method to communicate process to
all employees

9. TaskTrakz
Project Management Software
What do I get from workflow?
And using software to implement your workflow:
• Task lists for workflow stages for each person
• Record transitions as signoffs (eg. Who
authorized this document?)
• Management of tasks between a team of
employees
• Enforced transitions (eg. Can’t publish without
approval)

10. TaskTrakz
Project Management Software
How do I use workflow?
• Project management software like TaskTrakz
makes it simple to set up and use workflow
• Intuitive user interface to set up your custom
workflow

11. TaskTrakz
Project Management Software
How do I use workflow?
1. Add and name all of the states you need for your process

12. TaskTrakz
Project Management Software
How do I use workflow?
2. Create your customized transitions to suit your business

13. TaskTrakz
Project Management Software
How do I use workflow?
3. Set the next state for the transitions

14. TaskTrakz
Project Management Software
How do I use workflow?
4. Select people
authorized to
make each
transition

15. TaskTrakz
Project Management Software
That’s it!
• Now you have your workflow set up and
controlled by TaskTrakz
• Each task will go through this workflow.
• Users can customize their dashboard to see
the tasks relevant to them.
• Thus as tasks move through approval,
publishing and editing the appropriate person
always has it on their task list.

16. TaskTrakz
Project Management Software
And more…
• Each task has transitions recorded so you can
see who wrote, approved and published each
task
• Easily search for all tasks approved, published
or written by a certain user
• Charts and statistics of your projects to keep
track of progress.

17. TaskTrakz
Project Management Software
Summary
• Make sure important approval steps are not
skipped
• Make your staff more efficient with automatic
handoff of tasks between them
• Simple to set up but could save a lot of
headaches

18. TaskTrakz
Project Management Software
When can I use it?
• Now!
• 14 day free trial
• Use TaskTrakz for your next project
www.tasktrakz.com