Workflow templates can help standardize agency operations, but they should be configured carefully.
Begin with the tasks that are truly needed at each stage.
Avoid creating long task lists that staff will ignore.
Required tasks should represent true blockers.
If too many tasks are required, workflow status becomes noisy.
Generated tasks should tell staff exactly what to do.
Use action words and avoid internal shorthand.
Due offsets should reflect actual agency expectations.
Unrealistic due dates create overdue noise.
After publishing a workflow template, review generated tasks on a real or test case to confirm the output makes sense.
Current workflow behavior has limits.
The system does not yet provide: