Real Estate Asset Management

JGould888

Hi, I am relatively new to Smartsheet and I have a question about setting up a Process Workflow with my team to onboard clients. My process will include automation of the process with multiple team members and collecting information on multiple properties at the same time. Can I do all of this in one smartsheet and are there any examples of this?

Andrée Starå

Hi @JGould888

I hope you're well and safe!

Have a look at this template.

https://www.smartsheet.com/marketplace/us/templates/new-hire-onboarding-checklist

Would that work/help?

I hope that helps!

Be safe, and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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