Workflows

A workflow defines the individual steps of a job as a whole. Workflows standardize work processes and ensure that everyone involved has the same instructions and expectations for how to perform a particular activity. A workflow helps you organize, prioritize, and track work more efficiently. This helps marketing teams achieve a specific goal, as workflows ensure the timely provision of the necessary staff, the relevant data, and the required resources.

When you create a new job in your system, you need to plan the individual workflow steps required to execute that job.

The user that creates the job is the creator and is therefore entered as the assignee for the initial workflow step. The creator is responsible for ensuring that the job is fully executed.

Note

After you create a job, it opens automatically in the initial workflow step. You cannot plan this step. The initial step starts when you create the job and ends when you forward the job to the first work step. Therefore, you can set the start and end date for subsequent steps only.

With BPMN, multiple workflow steps can be active at the same time and assigned to individual assignees or user groups.

If a workflow step is now assigned to a user, the following rule applies:

  • A workflow step has been assigned to the user: The data sheet of the job is opened directly for the processing of this step.

  • The user or the user group has multiple workflow steps assigned in parallel: Before opening the data sheet, a selection dialog box opens first.


    Users can select one of the steps assigned to them or their group for processing.