Project Deliverables Templates

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3 comments

  • Bill Carovano

    Yes, it's definitely possible to do this with Globiflow which is part of Podio Premium.  I will typically create an app with the structure of Deliverables per project, and Tasks per Deliverable, so that the setup is easy to maintain without having to go in and update Globiflow.

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  • Stuart Kibbe

    @Bill Carovano this is a good idea. Can you please share what flows you create to generate a new project based on a built out "template"? That would be a great help.

    I personally run real estate rehab / refurb projects so typically the deliverables change depending on the project. I have an excel spreadsheet that where I clarify the scope with my project manager; once scope agreed, then I do an import into Podio. The mapping works great. 

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  • Bill Carovano

    Here's an example of the Globiflow pseudocode I use for creating the tasks

    1. Get Items from Podio view on "Task Lists" app, for the particular task list you're generating
    2. Sort collected items from step 1 (in case you want these in a particular order)
    3. For each
    4. Assign task in Podio, using the (Ref Task List) Task name field, and optionally the details and/or assignee (if you maintain that information in the "Task Lists" app
    5. Continue
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