Deliverable Dashboards with SharePoint Workflow

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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 list

Learn more by reading the full post on my technical blog, Project Epistomology.