1

We have a process which I think going forward needs to be a "flow" or maybe a "workflow".

Overview

A Sales team member submit a request for a design to the design team. Once accepted by design manager, it is allocated to a team member using tasks

Below is a slightly more detailed description of how it currently works, so hopefully the best way forward could be suggested.

Apologies if i'm unclear on terminology, i'm just a nerd not an IT professional....

  • An Outlook 2010 custom form based on a task (remember those?) with about 10-15 fields is launched and filled in.
  • When submitted the form is emailed to the manager of the design team.
  • Manager reviews form info, and if sufficient (no missing / vague info):
  • Accepts it, runs some VB script which
    • copies form data to a new row in a large Excel file for records
    • Allocates the task to a team member
    • Creates job folder on network
    • Saves attachments from submission as files in job folder
    • Creates HTML viewable version of the form review during design

So, now we're apparently in the age of Sharepoint / Infopath / Powerapps / Flow / Onedrive it would seem there are better and easier ways... but at this point it just looks like 1000 ways to start...

We'd like to have

  • a "task list" visible on sharepoint by all parties, but only editable by design team
  • continue with receivng outlook tasks representing each job
  • we've started using job folders in onedrive, so things will live there in future

Any suggestions would be greatly appreciated :) I really just can't figure out where to start or even if i'm heading down the right path for this process...

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Browse other questions tagged or ask your own question.