See how to boost your productivity and efficiency using self-monitoring document workflows in SharePoint. Author Gini Courter explains how to design streamlined workflows, from analyzing inefficiencies in manual processes to leveraging automation to avoid performing tedious, repetitive tasks. The course also covers setting up forms and email notifications, collecting and working with user data, performing calculations, and making workflows reusable.
Topics include:
- Understanding workflows
- Documenting workflows with Excel, Visio, and the Office Drawing Tools
- Running the built-in workflows in SharePoint
- Understanding actions and conditions
- Working with if-then and if-then-else conditions
- Managing workflow messages with Outlook rules
- Pausing and stopping workflows with core actions
- Maintaining workflows with email aliases, workflow logs, and error traps
- Creating custom content types
- Creating a site workflow
- Exporting and publishing workflows