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:

1. A custom SharePoint list for the dashboard
2. A document library
3. A couple custom content types
4. One list workflow on the document library
5. One site workflow on the dashboard…