Using Playbooks for Project Gate Checklist
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Currently we still use excel for our Project Gate Checklist and have always been looking for a better solution.
Having just read the 'Playbooks in Project Workspace: Guided Project Execution', I was wondering if this could be used for Gate Checklists and if anyone has done this before?
I'm functional rather than technical but it stood out as a Use Case.
Thanks
Steve
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Greetings @Woody77. Seems like this would easy enough to create a new Playbook from scratch that is on the Project table [pm_project] and triggers on State. I'll include a screenshot below for reference. Once the trigger condition has been met, you can then create the necessary Playbook activities to match your checklist. I hope this information is helpful and always interested to hear what others have to say.
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