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Hey there 


I am trying to create an organizing board showing our processes listing the positions but also the procedures connecting to the job.


For me it is important to be able to link the procedures to tutorials or locations where forms and what no can be downloaded. My organizing board should be a hub to find how does what and how. 


I created on in Excel but it is difficult to manage clunky and can't be shared easily. 


Example:




































Section 4 Sales Administration
Steven R - 
- Prepare contract
- Verify contract is signed
- Making an appointment for production: "getting started"
- Creating a standard client file with all data in it
- Start routing form "New Sales to Treasury"
- Start Routing Forms New  Project for current Customer
- Send copy to Production
- Fill out the briefing: Sales to Production 


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-Prepare Contact might be linked to the contract template


- Making appointment would be linked to another page with instructions and an overview 


Etc...
 
 
 
 
 
 
 
 
 

Hi Steven thanks for posting on the Community! If you are looking to add additional information attached to shapes as well as links to outside information/documentation I would recommend using Actions and Hotspots. Please check out our Actions (Links) and Hotspots article for details on the functionality available and how to use it. Please also check out our Interactive Diagrams: 3 ways to use Hotspots and Layers for some tips on how you could use these features for your specific case. 


Hope this helps!

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