Setting up a new business and I want to track progress on Building certification jobs.
Basic steps are:
How do I set this up and is worflow the right way to do it?
Any guidance or even a URL to a tutorial would be great.
Actually, there's not a lot more to it.
You have a process that a item should go through, and to build a workflow, you need to get a list of distinct steps, and link them together with actions that change the status.
Your list is not quite the status list, I think it's a mix of status and transition - you want status to represent where the item is in the process and transtions to be what you do to progress. An easy way to identify a status is to use it as a description - "My issue is New, my issue is Waiting for acceptance, my issue is complete"
To step through yours, I'd say you want
... and so-on.
You might also want to think about breaking it up a bit - check list and follow-up docs might be better as sub-tasks or even just check boxes to confirm you've done it.
The other tips are generalised:
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