Professional Services Client Hub Template
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Requirements

Workflows

A Workflow is the sequence of industrial, administrative, or other processes through which a piece of work passes from initiation to completion.

@Federico Stefanato
‘s

There are many ways to represent a workflow, but to keep it simple we’ll provide two different options.
Choose an option to see an example:
Text Workflow

Visual Workflow

A Basic Flow Diagram
Screenshot 2022-01-20 at 17.46.07.png
Here we see a basic workflow [source on
]
Every rectangle represents a status - or state, or stage - of an evolving process.
There is usually one default transition, indicated with the black arrowed connector, and zero or many alternative transitions, displayed with the dashed red connector.
Sometimes it’s also useful to represent areas or phases of the workflow so that it’s easier to show relevant categories.
There should also be a status owner (i.e. who is responsible for moving from one status to another) along with other relevant stakeholders, here indicated with colored circles

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