Give the next step
an owner.

Map a request from its first message to the person who handles it. Test the handover and take a working brief to your team.

Plan the workflow

Your workflow

Runs in your browser. Nothing is sent.

To plan this on paper, write down the request, where it arrives, the responsible person, the reply and the next action. Include what happens if a connection fails. JavaScript enables the planner and download.

Keep the rules
with the work.

A useful workflow leaves the team knowing who owns a request and what happens next.

One request, one record

A repeat should return to the original record. Retry the failed action without creating another task.

A way to take over

Keep the request when a connection fails. Give the responsible person a route to retry, handle it manually or stop follow-up.

A brief you can use

The download includes your route, reply wording and recovery rules. Bring it to the people who use the process before connecting the accounts.

Calculate the current workload View the source

Give the next step
an owner.

Your workflow

Request

Owner

Reply

Next action

Keep the rules
with the work.

One request, one record

A way to take over

A brief you can use

Calculate the workload

Give the next step an owner.

Your workflow

Request

Owner

Reply

Next action

Keep the rules with the work.

One request, one record

A way to take over

A brief you can use

Calculate the workload

Give the next step
an owner.

Keep the rules
with the work.