Hi
Apologies for the long message, hoping someone out there can give me some tips/point me in the right direction.
I have just had office 365 installed and learning of its features. Have been looking at an online replacement for paperchecklists.
I am in real estate and have a chekclist fo each step. For EG a New Lease (when a house is first leased). Currently use a word doc (see below for an example) which basically follows the 'flow' of what needs to happen. It consists of pretty simple tasks that are then signed off. Some of those tasks have procedures linked to them (to tell user how to do that task) and others have email templates that open up a premade email tempalte (.oft file) where the user is prompted to enter detalis such as an email address etc but ensures the correct info is sent/saves time.
Most importantly at any stage I, as the manager, can see how many of these checklists my employees are dealing with and what stage they are at to. AT certain points along the way they would go on hold until waiting for things (such as a tenant paying move in costs) and then once paid the checklist would start up.
I would like to be have an interrface where I am able to see each employee and have a list of there chekclists/flows. They could go away on holiday and someone can easily log in and see where each checklist is up to. Paper works well but am thinking there would be a good online option for better organisation as we grow as well as making it easier to use templates/see procedures (as currently if you are working on a paper checklist you also have to open up the word doc to click on the hyperlink to open up the procedure/template).
Anyway, should I be looking at Flow for this? If so great, any tips would be appreciated and if not if anyone has any ideas on what i should look at.
Thanks in advance.
Robin
Example of a checklist
