In brief
- Open More, Workflows and choose the section that fits your task.
- Use Selection guide or Document types to choose the right end product.
- In Saved workflows, put together the reusable steps. Use Prepare to set up sources, outcomes and instructions.
- Under Preparation items, check what is still missing and decide on each item.
- In Work processes, start a run and follow it through to the final version. Check every outcome before use.
Tasks
Choose the right workflow entry point
Options: Work processes · saved workflows · prepare · preparation items · selection guide · document types
- Open More, Workflows.
- Choose Work processes for a run, Saved workflows for a reusable process or Prepare for sources and instructions.
- Use Preparation items, Selection guide or Document types for the related question.
Choose a saved workflow
Options: Search · view steps · choose
- Open Workflows, Saved workflows.
- Find the way of working that fits your document or conversation.
- Check the steps and required sources before you link the workflow to a task.
Create a saved workflow
Options: Name · steps · sources · save
- Open Workflows, Saved workflows.
- Use the option offered for a new reusable way of working.
- Record the name, desired outcome, steps and sources.
- Save the workflow and check with fictional material that the order is correct.
Prepare a workflow
Options: Sources · instructions · preparation items
- Open Workflows, Prepare.
- Record the purpose, required sources and instructions.
- Check Preparation items and fill in any missing information.
- Only start when the chosen way of working and the goal are clear.
Go through preparation items
Options: Open items · source · decision · status
- Open Workflows, Preparation items.
- Read which source or decision is still missing.
- Only add verified information and look at the new status.
- Then go back to the preparation or the run.
Use the Selection guide
Options: Source · goal · suggested end product
- Open Workflows, Selection guide.
- Compare which end product fits your source and goal.
- Then open the matching creation route and check the settings.
View supported document types
Options: Type · fixed structure
- Open Workflows, Document types.
- View the supported types and their fixed structure.
- Choose the type that fits your task and check the structure in the result.
Follow a work process
Options: Status · open steps · result
- Open Workflows, Work processes.
- Open the run and read the status and open steps.
- Check every intermediate outcome before you use the next step.
- Check the final result in My work.
What you see can depend on your role, your plan and your organisation's integrations. Review every draft you create before you share or send it.