Creating a Workflow Dashboard

Creating a workflow is extremely beneficial for staying disciplined and following a repeatable investment process. Below is some commentary from our co-founder Jake on how he created a workflow dashboard inside Journalytic for his process:

It’s possible to manage a super rigorous process inside of Journalytic. Here’s a possible way to do it:

1. Create a checklist with all of the parameters of your investment process. For instance, it could be “explore balance sheet,” “model revenue growth,” “listen to conference calls,” “speak with IR/management.” Whatever your process entails would be added as a checklist item.
2. Create a journal entry for each of your items and fill in your notes as you work through the process. The order of work doesn’t really matter. (There could even be some argument that switching things up on workflows like this could inhibit biases where we tend to work too quickly through known checklists--the brain is always trying to conserve glucose!)
3. Add the entry links into the checklist boxes using @ and the entry name.
4. Pin the checklist journal entry to the top of the idea. I called my entry Workflow Dashboard.
5. You could also add the checklist journal entry to the sidebar for quick access.

You now have a repeatable process embedded as a dashboard that you can fully navigate as you work through an idea.

I’ve attached a mockup that might help to conceptualize. FYI, this doesn’t necessarily reflect my full workflow. Although I would certainly take (another) call with Berkshire management.