Hello, Folks,
I’m trying to find a way to templatize my teams production timeline workflow. Currently we have a very manual process of adding Items, Subitems, and Dependencies to our workflows every time we have a new project, and it poses a challenge to consistency and ease of use for my team.
My goal is to create a workflow whereby my team can basically add Items, the associated Subitems which universally apply to that specific Item, and the dependencies therein, in a more templatized fashion.
I currently have a “Master Board”, with every major item, subitem, and dependency broken out, and can simply Duplicate the board and then delete the extraneous Items, but that won’t be sufficient for the team members who don’t know what Items are or aren’t extraneous, and an “opt-in” vs “opt-out” design would be preferable.
I’d love to get some input on things I can explore.