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5 Ways to Define a Workflow in SmartSuite with SOPs 1 год назад


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5 Ways to Define a Workflow in SmartSuite with SOPs

🔗 Sign up to #SmartSuite for free using our affiliate link: https://processdriven.co/smartsuite 🧠 Need to learn #SmartSuite? Master the basics in just ONE day: https://processdriven.co/services/sma... 🙌 FREE SmartSuite SOP Template: https://processdriven.co/smartsuiteso... 👀 Prefer to read along? Here’s what you need to know: https://processdriven.co/documentatio... All businesses require processes to operate. They vary depending on your business type, industry, and preferred work style. Documenting these processes in Standard Operating Procedures (SOPs) not only transfers essential knowledge out of your head but enables you to bring on temporary or permanent team members to take over specific tasks and free up time for other things. To refresh, a process is a series of activities or steps to achieve a defined goal, while an SOP is the instructions for executing said task or process. In today’s video, I walk us through how to document a process using the flexible work management solution SmartSuite, so you can replicate, automate, and delegate the vital tasks that keep your business running. SmartSuite is offering our audience 15% off the first three months of any subscription type or size (limited to one code per customer). If you're interested in receiving 15% off your SmartSuite plan, please get in touch with us. Here's what we'll cover: 00:00 Introduction 00:45 How to put your process into SmartSuite 00:48 Step 1 01:58 Tip: Start with a SmartSuite Solution Template 02:35 Step 2 04:03 Step 3 04:44 Tip: SmartSuite Sub-Items vs. Checklist vs. Fields vs. Linked Records 17:08 Step 4 18:51 Step 5 19:38 Option 1 20:59 Option 2 22:56 Option 3 23:39 Option 4 25:28 Option 5  / / / / MORE FREE RESOURCES / / / / 💡 Watch our FREE strategy training here: https://processdriven.co/blueprint?ut... 🌎 Join our FREE Facebook Group by visiting: https://processdriven.co/group?utm_so... 📹 Want to steal our gear/setup/software stack? https://processdriven.co/gear/?utm_so... / / / / SUPPORT OUR WORK / / / / 🔥 Want to work with #ProcessDriven to get your systems & processes in order? Check out our signature training program at https://processdriven.co/services/mem... 💰 Become a ProcessDriven Affiliate + earn commissions: https://processdriven.co/partner/?utm... 🤝 Interested in becoming a Sponsor for the ProcessDriven YouTube channel? Reach out directly at: https://processdriven.co/sponsor/?utm...  / / / / AFFILIATE DISCLAIMER / / / / Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit https://processdriven.co/terms?utm_so...

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