How to create a business process workflow?
In a previous job, we had many business process workflows created to guide a project manager on what to do to get a project onboarded. I'm looking to replicate this in my current job.
To onboard a project, a project manager was guided through process #1, #2, etc, and each process listed out what to do, where to store documents, what to populate. Each process was a specific workflow like what you would see in Visio, but each item within the workflow indicated each step and had a list of work instructions.
I can't seem to find that funcitonality of how to do this.
Would someone help me get started? I'm now part of a beginning PMO group and I'd like to do things right.
Answers
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Hi Susan,
Apologies if I'm not fully grasping your question. If you're wondering whether Smartsheet can generate a Visio workflow for a process, the answer is no. Smartsheet focuses on automating workflows based on specific triggers you define rather than creating visual representations like Visio diagrams.
Cheers.
Cheers.
Forever forwards Backwards never.
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in the previous job, we had workflows that guided a PM through steps to onboard a project. It looked like visio, but it wasn't, it was in SmartSheet. I was wondering how to duplicate this.
Is there a way to standardize a workflow in smartsheet, such as to provide instructions on steps to take to onboard? Or just set this up as a task list?
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Not to my knowledge, perhaps @Andrée Starå may know?
Cheers.
Forever forwards Backwards never.
