Building a checklist for multiple projects

Options

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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
    Options

    Hi @Shawn Kenavan

    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.