This article provides practical tips and reporting combinations for Workflow Managers or anyone responsible for these tasks.
Workflow managers oversee team productivity, address bottlenecks, and keep firm-wide projects on track. Not all firms have a dedicated Workflow Manager and these responsibilities may be handled by different roles in the firm. Regardless of the title, the focus is on managing workloads, deadlines, and effective planning.
ℹ️ Note: “Workflow Manager” is not a defined role in Cimplico Workpapers. This article uses the term generically to refer to individuals who manage workflows, regardless of their formal job title or role in the firm.
Key Priorities for Workflow Managers
Workflow Managers typically focus on:
Monitoring workloads across teams to ensure balanced distribution.
Identifying bottlenecks or stagnant tasks requiring intervention.
Tracking team and project progress to ensure deadlines are met.
Planning ahead to allocate resources effectively and avoid delays.
Search, Sort, and Filter Combinations for Workflow Managers
Page | Search/Sort/Filter Combination | Outcome | When to use it |
Workpapers Page | Filter: Status = Open, Sort: Last Updated (ascending) | Displays the oldest untouched workpapers, showing potential bottlenecks in workflow. | When identifying tasks that are stagnant or neglected and require follow-up. |
Home Page | Filter: Assigned = Specific Team Member or Group, Metric: Average Completion Days | Shows the average time taken for a group to complete workpapers, identifying inefficiencies. | When evaluating whether timelines for certain groups are realistic or need adjustment. |
Home Page | Filter: Assigned = Specific User, Metric: Overdue Workpapers Box | Displays overdue tasks assigned to a specific user, including how overdue they are. | When addressing overdue tasks and ensuring timely follow-ups. |
Home Page | Filter: Assigned = Specific Team Member or Group, Metric: Current Workload | Shows the current assigned work for a team member or group. | When balancing workloads to avoid overloading individuals or groups. |
Workpapers Page | Filter: Entity = Specific Client or Group, Sort: Last Updated (descending) | Displays the most recently updated open workpapers for a client or group. | When evaluating what team members are currently working on. |