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Creating a multi-user automated workflow

Topic Labels: Workflow Design
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Kaden_Bussel
4 - Data Explorer
4 - Data Explorer

Hello,

I am trying to create an automated workflow for a due diligence process. It consists of 4 different parts split between 3 people. Each step has to be completed before the next one can happen essentially. I tried to create a workflow by splitting each step into it's own table and then linking the records across these tables, but I would like it to look much simpler. Any help with this is much appreciated! Thanks.

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FlywheelConsult
6 - Interface Innovator
6 - Interface Innovator

Off the top of my head, I would think you could use a Gantt or Kanban view using "single select" fields to visualize where you are at in the process. You can assign things to people using the "User" field and have automations that automatically assign and notify people as steps in the process are completed.