SharePoint Workflow Setup & Management
Budget: £10 – £15 GBP
I need an experienced SharePoint Administrator who can tidy up our document libraries and implement a rock-solid approval workflow for the Marketing team. The focus is document management and organization, so you’ll be re-structuring folders, applying metadata, and ensuring everything is easy to find and governed properly.
Once the libraries are in shape, I want a clear, multi-stage approval process built with native SharePoint workflow tools or Power Automate—whatever delivers smooth, trackable sign-offs from draft to final. While version control and co-authoring may become future enhancements, your immediate brief is the approval workflow.
Deliverables
• Re-organized Marketing document library with intuitive structure and metadata
• Custom approval workflow published, tested, and ready for everyday use
• Administrator guide (brief) outlining steps to maintain and adjust the workflow
Acceptance criteria
• Documents move automatically through all defined approval stages with email or Teams notifications
• Permissions remain locked down so only authorized Marketing staff can edit or approve
• All changes captured in SharePoint history for easy auditing
If you know SharePoint Online inside out and can turn requirements into a friction-free workflow, I’m ready to get started.
Once the libraries are in shape, I want a clear, multi-stage approval process built with native SharePoint workflow tools or Power Automate—whatever delivers smooth, trackable sign-offs from draft to final. While version control and co-authoring may become future enhancements, your immediate brief is the approval workflow.
Deliverables
• Re-organized Marketing document library with intuitive structure and metadata
• Custom approval workflow published, tested, and ready for everyday use
• Administrator guide (brief) outlining steps to maintain and adjust the workflow
Acceptance criteria
• Documents move automatically through all defined approval stages with email or Teams notifications
• Permissions remain locked down so only authorized Marketing staff can edit or approve
• All changes captured in SharePoint history for easy auditing
If you know SharePoint Online inside out and can turn requirements into a friction-free workflow, I’m ready to get started.
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