Naimul Hasan Arif
Who doesn’t love to live an organized life!! Systematic workflow management brings discipline in everyone’s life. In this article, I am going to explain with detailed steps on the topic of how to create a workflow management system in Excel. I hope it will be very helpful for you if you are looking for an efficient way to do so.
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Introduction to Workflow Management System
A workflow management system is a process that helps organizations automate and optimize their business processes. It allows users to design, execute, and monitor the flow of tasks and activities within a specific workflow, or series of related workflows.
Workflow management systems are designed to improve efficiency, reduce errors, and increase productivity by automating manual processes and streamlining communication and collaboration among team members. They can be used in a variety of industries and sectors, including healthcare, finance, manufacturing, and government.
Step-by-Step Procedures to Create a Workflow Management System in Excel
With the help of an organized dataset and flow chart, I will try my best to explain the workflow management system of a medical center in Excel. Go through the below section to have clarification on the process.
Step 1: Arrange Workflow in Sequence
- First of all, I have arranged the steps to arrange a doctor’s appointment in the Step ID and Description column.
- Then, I have mentioned the next possible step in the Next Step IDÂ column.
- In order to clarify the next step in the flowchart, I have added two additional columns named Decision Labels and Shape Type.
Read More: How to Create Workflow Chart in Excel (2 Suitable Ways)
Step 2: Insert Necessary Shapes to Create Workflow Management System
- In order to have a clear visualization of the dataset, I am in need of a flow chart. For this, I need to insert different shapes based on necessity. In order to define the start or end, I have used a Terminator shape. So, click on the Insert tab.
- Next, choose Flowchart: Terminator from the Shapes option.
- Drag the mouse to define the measurement of the shape according to your need.
- Double-click on the shape to name the shape and further modification.
- To mention the next step, use a line arrow. For this, click on Line Arrow from the Shapes option.
- Place the line arrow with the necessary length according to your choice by dragging the mouse.
- To define the Process, I have used shape type Flowchart: Process from the Insert tab.
- Followingly, place the shape with the necessary measurement and rename it according to your choice.
- Similarly, from the Shapes option under Insert, use Flowchart: Decision to define the steps where we have to take one decision from multiple options.
- Click on Text Box under Insert to mention the Yes or No decision.
Read More: How to Create Workflow Management Template in Excel
Step 3:Â Create Full Workflow Management System
- With the shapes mentioned before, create a full workflow management system by using them repetitively.
Read More: How to Create Approval Workflow in Excel (with Easy Steps)
Conclusion
At the end of this article, I like to add that I have tried to explain the whole procedure in detailed steps to create a workflow management system in Excel. It will be a great pleasure for me if this article could help any Excel user even a little. For any further queries, comment below. You can visit Exceldemy site for more articles about using Excel.
