- Content Managers
- Workflows are ideal for walking you through the processes needed to complete your work. You can use them in a production environment to guide yourself through executing best practices and standard procedures. The onscreen instructions help you achieve consistent outcomes and improve your productivity.
- You would like to author your bespoke workflow and would like recommendations for formatting standards.
- Workflows can function as either a step-by-step guide for completing a task for the first time or as a simple reference for experienced users who want to ensure they don’t miss a step.
- Interactive visual process diagrams guide you through the execution of office workflows, helping you complete tasks in the correct order and use the right software features.
- Standard workflows facilitate collaboration between departments or project teams by communicating standards and file-sharing guidelines.
- Links to online videos provide a “just-in-time” learning environment, increasing proficiency by showing you the suitable options, settings, and buttons to click.
- Customize out-of-the-box workflows or create your own by documenting instructions and embedding links to execute software commands right inside the task and step descriptions.
- Streamline access to tools such as email, web pages, SharePoint sites, spreadsheets, images, and documents, making your staff more efficient and productive.
- Minimize re-learning time by having well-documented processes available to your teams for infrequent tasks or project types.
- Empower people to contribute their knowledge and offer improvement ideas to Workflows with the Make Content Suggestion feature.
- You can balance your workload by distributing work to less busy teams and knowing they are producing the exact deliverables following your standard processes.
- Assign responsibility to departments and roles for easy identification and accountability.
- No special IT or programming skills are necessary. Simply write the instructions as you would do when using a word processor and browse for files, web pages, programs, and specific software commands to execute.
- Administrative tools allow you to control who has access to create and customize workflows and to specify which users can see what content.
- The standard text font is Calibri 10 pt. (Larger or smaller fonts can call out essential items.)
- Use bold font for command locations, dialog box names, buttons, etc.
- Use bullets for lists of instructions.
- Call out video links by stating, “View the video on <video name created as hyperlink>.”
- Include screen captures when an image will help convey the instructions better than text.
- Every dialog box should not be included as an image. This will clutter the instruction.
- Instead, you can just use screen captures only at appropriate times.
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