Workflow Fundamentals - Create & Update your business processes- intelliflo office - Bitesize™


- Welcome & Introduction
- Housekeeping including how to interact with your Trainer and peers

- Who should attend – Office Managers, System Administrators & team members involved in creating/updating workflows in intelligent office.
Ideally you should have attended the “Why, how to use Tasks (better) - MiFid 11, Client Reviews & More - Bitesize™" session as this forms the foundations for the Workflow session or be experienced in the full use of "tasks" in intelligent office.

- Objectives & Expected outcomes – by the end of the session you should be able to apply the knowledge you have here to create/update your own workflows

If you missed the overall objectives and expected outcomes for our Public IO Online Bitesize ™ Training, copy and paste the url below, into a new browser tab to view:-

- CPD - All sessions qualify for structured CPD. Your Certificate of attendance goes out automatically on exiting the session, but if you delete the email, we cannot send another copy, so be sure to open and save the certificate.

Agenda to include:-

Part 1 – Brief confirmation of :-
Definitions of -
- An "Activity" in IO
- A “Task” in IO
- A “Workflow” - & Benefits of

Part 2 – Workflow
- Creating a new Workflow template & fundamentals
- Updating Existing Workflows (workflows will need to evolve as your processes change)
- Ensuring flexibility and good practices
- Completing Workflows from a user perspective view
- Managing workflows from a management perspective at the back end of io and at the front (Task management – helicopter view)
- Good practices, time saving hints & tips along the way
- Questions and Answers
- Feedback and Claiming your Structured CPD
- Other recommended resources

Updated 2.12.21

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Date and Time
No. Start Date End Date
1 Tue, Dec 14, 2021 4:00 PM GMT Tue, Dec 14, 2021 5:00 PM GMT

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