Workflows Directory
Find your team’s next superpower.
Results
101 workflow templates, showing 97 to 101
Temporary change register
For a site or operations manager with temporary changes to equipment, layout or process still in place: a register of every change with its expiry date, the checks still outstanding and the procedures and training it touches, ready for the competent person who decides what happens next.
- Starts it
- Site manager
- Brings
- export, notes
- Gets
- 7 outputs
Unshipped order review
The fulfilment or customer-service lead gets one aged list of the orders not yet sent, whole or in part: how old each is, what is holding it, who owns the next step, and which orders have none. Nothing is released, moved or sent.
- Starts it
- Fulfilment lead
- Brings
- export, notes
- Gets
- 6 outputs
Usability test session plan
Before a prototype or a confusing flow goes in front of users, the research lead and product owner hold one plan: who to recruit, the tasks in plain words, the neutral prompts, a blank note sheet and how success is counted. Recording and data handling are listed as decisions.
- Starts it
- Product owner
- Brings
- notes, document
- Gets
- 9 outputs
User research plan
When a design decision needs user evidence, the research lead gets one study plan: what the team needs to know, what evidence already exists, method options with their hours, participant criteria, permissions needed, how answers will be read and what the study cannot establish.
- Starts it
- Research lead
- Brings
- export, notes
- Gets
- 9 outputs
Wholesale order check
When a retailer's purchase order arrives, the account owner gets every line set beside the approved quote and the stock plan: products, case packs, prices, delivery locations and dates, with each exception listed. People decide; nothing is confirmed to the buyer.
- Starts it
- Account owner
- Brings
- export, notes
- Gets
- 6 outputs