How to create a business process workflow?

Susan C.

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.

Jason P

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.

Automate processes with visual workflows | Smartsheet Learning Center

https://help.smartsheet.com/articles/2479061-automate-processes-end-to-end-with-visual-workflows

Here is an example of a powerful automation in a single workflow:

Cheers.

Susan C.

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?

Jason P

Not to my knowledge, perhaps @Andrée Starå may know?