What is the task?
In your business process document, write down what the task is. This should be the big picture, not the individual activities done to complete the task. (We'll get to those!)
Write down all the tasks you know of, and then work all these documentation steps for one task at a time. You might discover new tasks as you go.
Your Power Apps project doesn't have to tackle each step, but it's good to know what they are.
If your task is done fully on the desktop, you can discover all the steps different people in your organization are performing to complete the task by using our process discovery functionality called process advisor. Process advisor visualizes your process in a process map and reveals bottlenecks and metrics for your process through an analytical report.
Example: Expense reporting tasks
For our expense report example, we wrote down these tasks:
Employee creates expense report
Employee submits expense report to manager
Manager approves or denies expense report
Manager sends expense report to Accounting for payment
Accounting verifies expense report compliance
Accounting posts expenses to Contoso Finance software
Accounting creates weekly expense spreadsheet for quick reporting
Accounting delivers weekly spreadsheet to CFO and department managers
CFO reviews spreadsheet weekly and provides any notices regarding budget overage
We later discovered additional tasks through talking with other team members:
Accounting looks up and records general ledger codes for each expense item
Accounting archives the paper expense report in accordance with retention policy
Audit team conducts semiannual compliance audit
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