Building a checklist for multiple projects
Hello SS Community,
I am looking for insight on how to build a process in Smartsheet.
I am managing a process of converting product at a hospital. Within this process there are multiple handoffs and approvals needed that cross several departments.
I am trying to assign each "Conversion" as a separate project for quick and easy tracking reference. Within each conversion there are 5 phases, each phase has a standard checklist for action items and approvals.
The challenge I am facing is how can I manage multiple "Conversions" that are in multiple phases?
Thanks in advance
Answers
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I hope you're well and safe!
I'd recommend using reports to see multiple projects in one view.
But the best option depends on a few things like who should have access, security, and more.
Make sense?
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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