Requested time off Workflow

Objective: This Standard Operating Procedure (SOP) outlines the responsibilities and procedures for an  assistant in   Budd’s Plumbing to track down a key performance indicator that tracks our overall conversion of the marketing spend we are spending within Budd’s Plumbing.  

The workflow is to be from Jotform to Asana. The trigger is to happen when Requested time off form is submitted. Action is to make a task inside Asana project Requested Time Off project. 


  1. Requested Time Off form has been submitted


  1. Existing task (temp) inside Asana project “ Requested Time Off” is duplicated 

         2. Workflow inside template is followed 

Note: This SOP can be customized based on the specific requirements and guidelines of Budd’s Plumbing. Regularly review and update the SOP to ensure it remains accurate and aligned with the company's evolving needs. Make notes below in Red that would make this SOP more efficient. Before changing the SOP above, Ben and Mike need to sign off on it.