Workflows and Workflow Runs are the building blocks of everything you do in Process Street. In simple terms, a workflow is the master version of your process and a workflow run is a single instance of that same process, in which you implement the work.
For each process in your business, you build a workflow first, then you run the workflow each time you need to work through that process. While each process will have just one workflow, the number of runs you create from it can be limitless.
For example, if you have a workflow for your client onboarding process, you will run a workflow for each individual client. This way, even if you are onboarding 20 new clients at the same time, you know exactly what progress has been made for each client and what needs to be done.
Workflow Runs are dynamic, whilst the Workflows you create them from are static.
With features like Conditional Logic, Stop Tasks, Approvals, Role Assignments, Task Permissions, or Dynamic Due Dates built into your workflows, you’ll be able to create some incredibly dynamic runs from them.
Assigning tasks to users or groups in your workflows also creates natural accountability within your team. Each one is responsible for the tasks assigned to them, allowing you to collaborate with ease.
Workflow Runs also act as a track record of exactly who did what and when, since all of your data is captured within them. You can export information from them any time or simply refer back to them as needed.
There are many ways that you can run workflows, which can help you save time and really streamline your business.
Learn more about how to build out your workflows with extra features, forms and content by using The 5 Stages of Process Building.
What if you need workflows for reference only?
Some businesses only want to document their processes in a workflow for reference. However, in our experience companies who use workflows for reference only, find that they are not followed consistently, the documentation gets stale and tasks often slip between the cracks.