Trying to add more automation to our project workflow through a portfolio. Unfortunately Command Center isn't an option now.
1) A project is submitted through a survey that lands on a project request intake sheet.
2) The intake form is used to create a project roadmap to track future and current projects.
3) When project is approved I manually "save as new" from our project template set of reports. The fields from the project request are manually entered into the project sheet.
4) Manually enter in the project links to the roadmap.
5) Manually add fields to project metrics breakdown sheet that feeds into 4 different dashboards.
Ideally would like every connected to cut down on manual steps. Any suggestions would be appreciated.
Below is a visual of the workflow.
