Skip to product menu
close
EXPLORE ALL PRODUCTS

Sales

CRM

Comprehensive CRM platform for customer-facing teams.

CRM
Sign

Digital signature app for businesses.

Sign
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
Forms

Build online forms for every business need.

Forms
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
Thrive

Loyalty platform to reward, retain, and grow your customer base.

Thrive
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
Sign

Digital signature app for businesses.

Sign
Forms

Build online forms for every business need.

Forms
Social

All-in-one social media management software.

Social
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Survey

Design surveys to reach and interact with your audience.

Survey
Backstage

End-to-end event management software.

Backstage
Sites

Online website builder with extensive customisation options.

Sites
PageSense

Website conversion optimization and personalisation platform.

PageSense
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
Webinar

Webinar platform for webcasting online webinars.

Webinar
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
Thrive

Loyalty platform to reward, retain, and grow your customer base.

Thrive
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce

Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

Desk

Helpdesk software to deliver great customer support.

Desk
Assist

Remote support and unattended remote access software.

Assist
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
Bookings

Appointment scheduling app for consultations with customers.

Bookings
FSM

End-to-end field service management platform for service businesses.

FSM
Lens

Interactive remote assistance software with augmented reality.

Lens
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

Books

Powerful accounting platform for growing businesses.

Books
Expense

Effortless expense reporting platform.

Expense
Inventory

Powerful stock management and inventory control software.

Inventory
Sign

Digital signature app for businesses.

Sign
FREE
Invoice

100% Free invoicing solution.

Invoice
Billing

End-to-end billing solution for your business.

Billing
Commerce

eCommerce platform to manage and market your online store.

Commerce
Checkout

Collect payments online with custom branded pages.

Checkout
Practice

Practice management software for accounting firms.

Practice
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email, Storage, and Collaboration

Mail

Secure email service for teams of all sizes.

Mail
Sign

Digital signature app for businesses.

Sign
WorkDrive

Online file management for teams.

WorkDrive
Bookings

Appointment scheduling app for consultations with customers.

Bookings
Cliq

Stay in touch with teams no matter where you are.

Cliq
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Learn

Knowledge and learning management platform.

Learn
Notebook

Beautiful home for all your notes.

Notebook
Office Integrator

Built in document editors for web apps.

Office Integrator
Writer

Word processor for focused writing and discussions.

Writer
TeamInbox

Shared inboxes for teams.

TeamInbox
Show

Create, edit, and share slides with a sleek presentation app.

Show
Sheet

Spreadsheet software for collaborative teams.

Sheet
Office Suite

Powerful collaborative work platform for teams.

Office Suite
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
ToDo

Collaborative task management for individuals and teams.

ToDo
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

People

Organize, automate, and simplify your HR processes.

People
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
Expense

Effortless expense reporting platform.

Expense
Sign

Digital signature app for businesses.

Sign
Shifts

Employee scheduling and time tracking app.

Shifts
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

Creator

AI-powered platform to build custom business apps.

Creator
Assist

Remote support and unattended remote access software.

Assist
Vault

Online password manager for teams.

Vault
Directory

Workforce identity and access management solution for cloud businesses.

Directory
NEW
eProtect

Comprehensive email security and archiving for every business.

eProtect
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
Lens

Interactive remote assistance software with augmented reality.

Lens
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit

BI and Analytics

Analytics

Modern self-service BI and analytics platform.

Analytics
DataPrep

AI-powered ETL tool for effective data integration and movement.

DataPrep
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

Project Management

Projects

Manage, track, and collaborate on projects with teams.

Projects
Sprints

Planning and tracking tool for scrum teams.

Sprints
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
Suites
Projects Plus

Unified project management platform for intelligent, data-driven work.

Projects Plus

Developer Platforms

Creator

AI-powered platform to build custom business apps.

Creator
Flow

Automate business workflows by creating smart integrations.

Flow
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
Office Integrator

Built in document editors for web apps.

Office Integrator
DataPrep

AI-powered ETL tool for effective data integration and movement.

DataPrep
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
Apptics

Application analytics for all apps.

Apptics
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI

IoT

IoT

Low-code IoT platform and solutions for connected businesses.

IoT
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
Projects Plus

Unified project management platform for intelligent, data-driven work.

Try now
Projects Plus
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Skip to main content

Agile workflows (and how to create one from scratch)

When market demands and customer expectations are changing at a breakneck speed, sticking to rigid plans can slow teams down. Instead, teams need to respond swiftly, course-correct on the fly, and deliver value without being caught in endless paperwork.

Enter agile: a set of practices that puts adaptability, feedback, and small, continuous wins front and center. Instead of following a rigid, step-by-step plan like traditional workflows, agile practices break work into short cycles.

Here, the goal is not to predict every step in advance but to give teams space to experiment and improve as they go. It treats change not as a setback but as fuel for improvement.

What is an agile workflow?

An agile workflow is the blueprint that guides a team through iterative, bite-sized bursts of work. Picture it as a series of short sprints instead of one marathon dash.

Rather than mapping out every detail upfront, an agile project management framework lays down a path that can bend and flex whenever new information or feedback comes in.

The agile approach relies on four key ideas:

  • Welcome change
  • Deliver early
  • Work together
  • Reflect often

These ideas guide every decision in an agile workflow process. They make work more flexible and keep teams motivated and focused.

Welcome change

When requirements shift or a new priority emerges, the workflow welcomes the change. Teams reprioritize the backlog, adjust the next sprint’s focus, and keep moving forward without derailing the entire software development workflow.

Deliver early

Instead of waiting months to show progress, teams break projects into chunks they can finish in days or weeks. Each chunk delivers a tangible piece of value—a feature, prototype, or an update—in line with feature-driven development.

Work together

By delivering early and often, agile workflows invite customers, users, and internal stakeholders to weigh in at every turn. Their feedback can help fuel the next round of work, ensuring the end result aligns with actual needs and drives continuous improvement.

Reflect often

Each sprint ends with a quick look back—what worked, what tripped, and what to do differently next time. Over time, these micro-adjustments compound into a finely tuned engine of productivity and quality.

Steps to create an agile workflow

Steps to create an agile workflow

1. Ideation and concept development

Kick-off brainstorming

Gather everyone who will touch the project and throw ideas onto the table. No idea is too big at this stage; you’re sketching the broad vision. Starting wide and then narrowing down ensures you capture creative sparks and channel them toward concrete goals.

High-level requirements

From that pool of ideas, pull out the core objectives. What problem are you solving? Who benefits? Which features are must-haves versus nice-to-haves? This becomes the seed for your product backlog.

2. Inception and sprint planning

Form your team

Assign roles—product owner, scrum master (or facilitator), developers, testers, and designers—and agree on how you’ll communicate. Decide on your pace. (Two-week sprints? One week? Choose what fits the team.)

Build the backlog

Translate high-level requirements into user stories or tasks. Prioritize: Which items deliver the highest value right now? Estimate roughly, then lock in what you’ll commit to for the first sprint.

3. Iteration and execution

Sprint cycle

Break each user story into subtasks small enough to finish in a day or two. As you tick items off, you’re steadily building a working slice of the product.

Daily stand-ups

A quick huddle with three simple questions: What did you do yesterday? What will you do today? What’s blocking you? These stand-ups shine a light on stalls and help the team pivot before small issues become big ones.

4. Release and feedback collection

Deliver the increment

At each sprint’s end, present the working increment to stakeholders. It might not be perfect, but it needs to be functional and testable.

Capture real input

Gather reactions. What delights? Which part is confusing? Which tweaks would make it irresistible? Log every suggestion, then fold the highest-impact items into your next sprint’s planning.

5. Production and retrospective analysis

Final touches

Once a feature set is deemed done, run final quality checks like regression tests, user acceptance tests, and performance benchmarks, then roll it out to your live environment or hand it off to operations.

Sprint retrospective

Sit down as a team and discuss what went well and what could be done better. Document action items and assign owners to make sure improvements stick. Reflecting on the process is as important as reflecting on the product. Every retrospective sharpens the team’s skills and smooths the path for the next cycle.

Wrapping up

By breaking big ideas into bite‑sized sprints, checking in daily, and pausing regularly to reflect, you build momentum and stay closely aligned with what users actually need. The next time you face a complex project, whether it’s rolling out a new feature or overhauling an internal process, remember: the magic happens in those short cycles. Start with a clear vision, plan your first sprint, and let feedback from every release guide your path forward.

Over time, you’ll find that the agile approach of making small, steady improvements leads to big leaps in quality and team confidence.

Learn more about workflow

Related Topics

  • Ann Elizabeth Sam

    Hey! I'm Ann, and I work as a content writer at Zoho Creator. I'm exploring the SaaS world through various forms of content creation. Outside of work, I love dancing and would give up anything to read a good murder mystery.
     

You may also like