5 Ways to Define a Workflow in SmartSuite with SOPs

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 / / / /

/ / / / SUPPORT OUR WORK / / / /

 / / / / AFFILIATE DISCLAIMER / / / /

[esthercraft]

Amaaaazing content thank you so much forbringing your wealth of knowledge on utube 🎉❤❤❤

[RenanMayaFitness]

Hey Layla, great video! About the SOPs in a checklist, as it allows rich text you can use hyperlinks the same way you used in the smartdoc so it doesn't look that bad 😀

[NyloArmany]

hey Layla, thanks for your your awesome cotent, as always, i learned a lot from you, I decided to give smart suite a big try, everything is working fine, but I'm not able to connect it with google calender properly without using zapier, I would love to see all aspect of google calender with smartsuite. i mean I manage toconnect it with google calendar, but the due date value is not showing up like it should be. thanks in advance



Reply

[LaylaPomper]

Want to work with me to get your SOPs updated (or created for the first time)? Join me for a live workshop on September 21, 2023.

[ltbaxter]

Superb explanation and comparison of the different ways to manage steps within a process 🎉

[BaianoSimz]

This was very helpful.
A quick question from me: What tool are you using for flowchats at 3:35 ?

[iobtax]

Ok why did you switch from clickup is that not any good anymore?