Organizing workflows and a system for naming them?

Q: How do you organize workflows so they're easy to access and do you have a system for naming them?

A:  I have a kind of system. All start with BE: (my company initials) then the type of WF (Buyer, Contract to Close, KIT, Lease, listing, operations, post closing etc) then more description. Then, I can just find them in the search bar. I have over 50 workflows and growing every day. For instance, I am going away next week & I made a list of everything that I have to do (voicemail, email message, etc.) and decided to make it a workflow.

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request


  • Avatar
    Tom Schroth

    Items (both WF and templates) related to a New Listing start with "NL" Like, NL Email listing agreement. B-UC for "Buyer under Contract, S-US for seller under contract. Searching for "NL" brings up things related to new listing only.

    Edited by Tom Schroth
    Comment actions Permalink

Please sign in to leave a comment.