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Folllowing List for Post: As i finish a task within a project - say writing first draft, but still waiting for the approval of it, should i mark "Produce first draft" as "completed"? Or does every task remain "in progress" until the entire job is completed?
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Our organization went through the same thing when we first got started. Depends on how you and your coworkers define "Task". If there are separate Tasks for "Submit First Draft" and "Approve First Draft" then, you would mark the "Submit First Draft" as Complete and then wait for whoever is assigned to "Approve First Draft" to complete their task, which should have your task marked as a Dependency (Finish-to-Start). However, if both Writer & Approver don't want to bother with defining individual tasks (maybe you sit right next to each other), then it might make sense to title the task "Write and Approve First Draft" and assign it to both of you.
We use custom workflows for this one. Monthly we have to write 12 blog articles for our website. Each blog is a task, starts out assigned to Person A. Once person A has completed the first part, they change the Workflow to the next one, with auto assigns to the next person, and on and on. This makes it very easy to create a dashboard to see at any given time where each blog article is in the process. We were getting overwhelmed with so many 'tasks' due to all the sub tasks. The workflow works much better for us. 😀👍
This is the workflow:
this is the dashboard. I hope this helps. :D
I agree Custom Workflows looks like a much better way to deal with that. I'll look into incorporating that into ours as well. Thanks!
Just saw that the Workflow can only "Assign on status change" to a specific person for that workflow - assign to Bob not "Bob's Manager". So I understand this method works best when there is a linear process with only one person for each escalated task after the first submission. Otherwise I guess you could create a Custom Workflow for each submitter and each submitter's chain of command.
You can also not have it auto assign, and just manually assign to the next person. A workflow for each submitter would work as well, as long as you don't have 100 submitters... lol. That would take quite awhile to set up.