Building a checklist for multiple projects

Shawn Kenavan

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

Andrée Starå

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

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