Building workflows in monday.com course | The key questions

Introduction

The speaker introduces the topic of building a workflow and outlines six important questions to consider when defining a workflow.

Defining the Workflow

• Six important questions to consider when defining a workflow are presented.

• The first question is whether the project involves a process or a project.

• The second question is what entity is being managed. In this case, it's the process workflow and applicants are the entities being managed.

Steps in the Process

Patricia explains the steps involved in managing applicants for space travel.

Steps in the Process

• Applicants submit their applications.

• If an applicant is over 21, they enter the qualification process.

• The next step is a phone interview followed by a physical evaluation and then a wellness review.

• The last step is running the lottery for all qualified applicants.

Capturing Information for Each Step

Patricia explains what information needs to be captured for each step of the process.

Information Captured for Each Step

• For receiving each applicant's basic information like name, age, and contact details, they're currently sending it via email and social media which she stores in a spreadsheet.

• For phone interviews, she contacts applicants and decides whether they qualify or not.

• During physical evaluations, if an applicant qualifies, they'll confirm it with a certificate from their doctor.

• During wellness reviews, specialists evaluate applicants who qualify will provide another certificate confirming their eligibility.

Reporting Insights

Patricia discusses what insights she wants to report on regarding her workflow management process.

Insights to Report On

• Patricia wants to know how many of the applicants are approved or declined at each step of the process.

• She also wants to know which applicants won the lottery for each of the launches.