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All businesses require processes to operate. They vary depending on your business type, industry, and preferred work style. Documenting these processes in Standard Operating Procedures (SOPs) not only transfers essential knowledge out of your head but enables you to bring on temporary or permanent team members to take over specific tasks and free up time for other things.

To refresh, a process is a series of activities or steps to achieve a defined goal, while an SOP is the instructions for executing said task or process.

In today’s video, I walk us through how to document a process using the flexible work management solution SmartSuite, so you can replicate, automate, and delegate the vital tasks that keep your business running.

SmartSuite is offering our audience 15% off the first three months of any subscription type or size (limited to one code per customer). If you're interested in receiving 15% off your SmartSuite plan, please get in touch with us.

Here's what we'll cover:
00:00 Introduction
00:45 How to put your process into SmartSuite
00:48 Step 1
01:58 Tip: Start with a SmartSuite Solution Template
02:35 Step 2
04:03 Step 3
04:44 Tip: SmartSuite Sub-Items vs. Checklist vs. Fields vs. Linked Records
17:08 Step 4
18:51 Step 5
19:38 Option 1
20:59 Option 2
22:56 Option 3
23:39 Option 4
25:28 Option 5

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