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Best practices for creating useful workflows.

Use headings to organize sections of the workflow

Linking to other documentation helps the person using the checklist and provides detailed directions for people who might be new to the process. You want the title of the step to be short – use the details for adding additional instructions for a step.

More is not necessarily better

It’s best to start with a simple workflow and let the people responsible for the process develop the workflow, rather than starting with a really long list of steps which can become onerous for the person using the workflow.

So, start simple and focus on continual improvement and usage of the checklist for optimal results.

Updated on November 21, 2021

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