Workflow Manager: 5 Practical Use Cases

Unlocking the power of Workflow Manager

Tereza avatar
Written by Tereza
Updated over a week ago

We needed a tool to organize projects within the ZoomSphere team, and as we didnโ€™t find anything we would be truly happy with, we decided to create our own tool.
We are sharing the top 5 use cases for the Workflow Manager to show why we love it so much and how it helps us every day. ๐Ÿ˜
And, you can start using it now with a 14-day free trial.

5 Most Favourite Use Cases:

1. Content Plan

โ€‹Our favorite use case of the Workflow Manager is a content plan. Because it is crucial to share everything online, and usually you need a whole team to write blog articles, take photos, or film videos.

Invite all those people to the Workflow Manager, and create columns like Idea, In Process, In Review, Social Media Promo, Done, On Hold, etc. Then bring in the content ideas you need to turn into reality.

The labels help you mark the different formats, you can assign colleagues to concrete tasks, set the deadline, or filter cards assigned to you.

2. Wishlist

Do you remember when you had that great idea to... Ehm... No? Sure, you probably didnโ€™t have the right place to โ€œstoreโ€ it! Neither did we, but we started to use the Workflow Manager for those cases. ๐Ÿ˜



3. Wishlist 2

Sharing content ideas between an agency and its clients. No more endless email threads, ever.

4. Sales Board

This is a great way to keep track of potential clients. You can use the Workflow Manager to create a "client's road" โ€“ from the first contact till the signing of the contract, for example, each column representing a different phase of the process.
Assign your colleagues to take care of new potential clients, contact them at the right time, and share the results with your team.


Benefit: It is a perfect place to store all your contracts and important documents, right there in the card for each client.

5. Bugs

Something for your development team โ€“ the Bugs dashboard. As a technological company, we use this one a lot, there is always something to improve, and once we spot a mistake or a bug, we report it in the Workflow Manager, and our boys start working on it.


But it can be super beneficial, for example, for your e-shop, website, or WordPress. Once there is something that needs to be done, changed, or fixed, simply write it in, assign, and fix it.
P.S. Pssst, but of course, we all use it to organize our daily tasks ๐Ÿ˜

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