Task Management Workflow System

A task management workflow, which is sometimes called workflow process management, is a way of helping expedite a series of smaller tasks to enable the completion of a larger goal. Task management organizes completion around a series of tasks that can be broken down into smaller tasks for reassignment. Tasks can also be reconfigured to change their order of completion, which can be sequential or simultaneous. 

Task management or workflow process management can enable you to better determine how tasks should be completed, helps keep team members informed, and facilitates collaborations across teams and departments when necessary. It’s especially useful for giving users flexibility in changing workflow to help technicians balance their workloads and optimize organizational resources.

Task management systems can also enable streamlining maintenance schedules to eliminate incidences of human error and automate tasks such as employee onboarding. Instead of relying on team members or overloading HR departments, workflow process software can improve team efficiency and empowers team members to focus on important client requests. 

A task management system is software that helps organize workflow from start to finish. For help desk technicians, this might mean supporting the workflow from service request to incident response, escalation, resolution, and reporting. 

A task management system is a way to ensure the delivery of a successful ticket resolution by breaking down key steps into different tasks, each of which is completed to facilitate a single overall outcome. Task management systems can also help ensure different teams, employees, and external parties have the coordination and visibility they need to achieve their goals. 

A task management system should include an intuitive, easy-to-use interface integrating tasks for one or multiple teams and enabling customization on the level of subtasks. A dashboard can be used to reconfigure the order of tasks, break larger tasks into smaller ones, add details, or reassign subtasks. 

By integrating workflow, task management systems can enable users to quickly give approval, preventing bottlenecks from keeping employees and end users waiting. Task management systems can also keep stakeholders notified of any changes to the workflow by providing insights into task progress and their relation to the overall workflow process, such as alerting if any delays occur. 

Task management systems bring benefits by integrating and automating the management process, which can save time and help boost team efficiency.

Workflow management systems take the tasks needing completion and organize them in a step-by-step process, enabling certain elements to be completed in succession and others to be completed simultaneously. The value of each task is considered using its relation to the overall desired outcome.

Workflow process software is built to provide users with more visibility, enabling them to track every task from planning to completion. Users can also customize tasks and reconfigure the order each task to be completed. By automatically integrating tasks as part of the workflow, task management workflow software can help ensure all team members are kept updated and tasks can easily move from one step to the next.  

Workflow process software can also help streamline by automating repetitive or recurring tasks, which can help eliminate human error and ensure employees make the best use of their time.

Task management workflow is a critical component to helping ensure a support desk is running smoothly and clients receive quality, timely service. 

When the volume of work is high or completed work needs approval by specific managers, support teams may experience workflow bottlenecks. Task management workflows help eliminate bottlenecks by integrating approval processes and keeping employees updated if a task has been delayed or put on hold. Without task management, employees and end users can be kept waiting, which wastes valuable time and resources.

Task management workflows can also help save time by allowing for easy information sharing, such as onboarding or training. These deliverables often require collaboration between different teams and departments. Without task management software, onboarding new teams may require syncing information between multiple platforms, which could lead to crucial information being missed. Having a task management system enables team members to share documents, tasks, and solutions more easily, helping make sure everyone is on the same page. 

Managing workflow for small teams can prove just as challenging as managing larger teams. For small teams, efficient use of time and resources is crucial to maximizing output, and each team member may take on multiple roles depending on the task at hand. 

With task management software, tasks formerly requiring hours working within spreadsheets can be automated, saving small teams invaluable hours. A task management system can also offer small teams flexibility when configuring workloads. When managing a team with only a few members, it’s essential for different communication tools, documents, and tasks to be integrated and centralized, so other members are aware when changes occur. 

Additionally, task management software can help small teams divide tasks into subtasks, enabling easy tracking and quick reassignment when necessary. If an issue needs to be escalated to another team member, workflow software can make it happen with minimal back-and-forth coordination. 

Workflow tools also offer task sharing capabilities. Small teams may need to collaborate with other departments or external parties to complete projects or tasks. Choosing the right software enables flexible task sharing, keeping both workflow and associated communications within the same shared platform. 

A task management system is built to create an easy-to-follow workflow, giving team members and end users more insight into the overall processes.

Workflow tools are especially helpful for ensuring effective teamwork. By integrating each task on a dashboard, the workflow process is made visible to the entire team. This task management workflow can help ensure employees know what’s expected and when the deadlines are to help streamline delivery.

Workflow process software is also designed to make receiving, tracking, and resolving service requests easier. With automated capabilities, workflow management systems streamline key steps, like turning service requests or incidents into tickets. A good task management workflow tool can even help with automating alerts for deadlines, escalations, asset lifecycle status, and more. Workflow process software can also allow users to more easily change the workflow as needed to respond to prioritized customer needs.

In addition, task management systems can reduce the chance of human error by automating elements like ticket generation, asset inventory management, or by sending alerts to relevant personnel, ensuring nothing is missed. 

The task management workflow system in SolarWinds Web Help Desk is built to fully organize tasks in your support workflow process as well as automate repetitive tasks to trigger on a specific date or after defined intervals to help ensure your team is working productively. The task manager in WHD can also help automate maintenance schedules and SLA renewals and send reminders to relevant stakeholders.

Web Help Desk is designed to provide full visibility into the status of every task, enabling you to more easily track every task and sub-element. The workflow manager can also automatically generate service desk emails into tickets, enabling your team to spend their time resolving end-user issues and not manually generating tickets.

When support tickets require collaboration across departments, team members can easily onboard others by sharing relevant information and documents using SolarWinds WHD. With a click, team members can ensure everyone is updated and assigned individuals can take full ownership of projects.

Since waiting for approval can slow down the workflow, WHD task management system is designed to streamline approval by integrating approval requirements onto a single dashboard. Administrators can also easily change approval processes and switch around task orders, helping ensure workflows move efficiently.