A common request in project management is to be able to create a dashboard for each project that shows the status of specific defined deliverables that must be created. For example, the project manager must be able to see that a SOW or proposal has been posted to the site. The project manager must also post a status report to the project each week – or get flagged as being out of compliance.
In prior versions of SharePoint, this was typically performed through the use of custom code. For this post, I decided to sit down and see if it could be done with a little SharePoint Designer workflow. Turns out it wasn’t hard at all.
To create this solution, we’ll need:
- A custom SharePoint list for the dashboard
- A document library
- A couple custom content types
- One list workflow on the document library
- One site workflow on the dashboard…
View original post 542 more words