Best way to structure deliverables work types

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Jasha

• December 30, 2019 03:24

Hello,

I'm hoping some one can help point me in the right direction when it comes to keeping categories aligned between different apps.

But first, here is some background on my setup.

We have a projects app which captures top level info about the client. There is a category field lists all of the different work types we produce for clients (e.g design, development, etc...). When I click on one of the category options (e.g development), a new "development" deliverable is created.

The deliverables app also has its own category fields for the same work type. Deliverable names are generated using a calculation field which references the work type. Deliverables are just used for project management purposes (due dates, responsible, etc...) - they are not used for collaboration or task specific information capture.

Each deliverable has it's own brief which captures task specific information and is used for collaboration.

So given that each work type has it's own brief, I have a seperate app for each (e.g Development brief or Design brief)

What is the best way to keep all work types consistent between projects and deliverables? Would it be worth trying to automate something to keep everything aligned, or would it just be easier to have this as a manual process?

Thanks for your help!
Jasha

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  Dana P

  • January 02, 2020 13:55

  Hi Jasha,

  Without knowing too much about how you would want this to be set up, I would think it would be worth it to try and automate your organization. Depending on the plan type, you may set up automated Podio workflows (guidelines here: https://help.podio.com/hc/en-us/articles/201194467-Automating-workflows). 

  On the Premium plan, you may set up more detailed autmoations through Citrix Podio automated workflows (ie. GlobiFlow - some examples of using these flows: https://secure.globiflow.com/examples.php).  

   

  If you need further assistance, we do have a list of partners. Partners are here to help set up your workspace and apps to fit your needs. If this sounds like something you'd be interested in, you can get set up with a partner by filling out this form: https://podio.com/webforms/2716831/200839

  If you have some specific questions, please create a case here: https://support.citrix.com/cscase#/podio

  Hope this helps you out a bit!

  Best,

  Dana

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