7.3 Bringing Roles into Sequences with Workflows

A practical exercise you can do once roles and groups have settled a bit is building workflows—ideal processes for certain situations. Sometimes the need for this arises naturally in the team during advanced role clarification.

Example:

I helped a client build a new marketing team using teamdecoder. When there were only three or four people and almost everyone did basically the same tasks, the order didn’t matter much. But as more people joined and roles were split up because one person could no longer do everything, it became necessary to define in which order the new roles become active, when team lead approvals are required, and so on. We managed this using the workflow feature in teamdecoder.

Details in the Knowledge Base

This is what workflows look like:

1. You can find workflows on the page under the staircase icon.

2. The first green block is the header of the workflow. Here you enter what it is about (e.g., Social Media Idea Implementation).

3. For each workflow, you can assign ONE owner. This person is responsible for the entire workflow overall.

4. Under each block, you can add details, such as what exactly needs to be done here or what the goal is.

5. This is the first step (blue) of the workflow; each step also has a name (e.g., Generate Ideas).

6. Here you can assign one or more owners per step – owners can be any roles (blue lists).

7. And here you can add new steps at the end of the workflow.