How Do You Create a Team Workflow?
Pneumatic Comprehensive Guide

Workflows help streamline processes and improve productivity, especially in team environments where individuals have different roles and responsibilities. Pneumatic is an innovative tool designed to facilitate team collaboration through effective workflow management. In this blog post, we discuss how to create a team workflow in Pneumatic and leverage its features for maximum efficiency.

Step 1: Assign Performers to Each Stage

In Pneumatic, every stage of a workflow has its own assigned performers, which can be individuals or teams. As you design your workflow, carefully consider who should be responsible for each stage to ensure smooth transitions and successful completion of the overall project.

Step 2: Configure Information Passage

It’s crucial to ensure that all necessary information is passed from one stage to the next so that performers have everything they need to complete their tasks. To achieve this, add output fields to each stage and include them in the description of the subsequent stages. This way, performers at each stage receive the required information to carry out their responsibilities effectively.

Step 3: Utilize Guest Performers for Collaboration

Pneumatic offers the option to add guest performers to tasks when additional input or assistance is needed. You can add performers from your team or invite guest performers without Pneumatic accounts using their email addresses. Both dynamic and guest performers can access the task, view comments, and complete it as needed.

Step 4: Enable the “Require Completion by All” Flag

When inviting performers to a task, ensure the “Require Completion by All” flag is enabled. This feature ensures that all assigned performers must complete the task before it is marked as finished. Without this flag, any single performer could complete the task, potentially leaving others unaware of its status.

Conclusion

Creating an efficient team workflow in Pneumatic is essential for maximizing productivity and collaboration in your organization. By assigning the right performers, configuring the passage of information, and leveraging guest performers when needed, you can create a seamless workflow that keeps your team focused and organized. Additionally, utilizing the “Require Completion by All” feature ensures all team members are engaged and contribute to the project’s success. Follow these steps to optimize your team workflows in Pneumatic and enhance your organization’s overall productivity.