Make use of Tasks and segment each step of your SOP
From Sales Order, click + on the Task Feed
Name Tasks, add details, assign ownership and due date
Tasks will appear in the Task Feed
The Task Feed can also live on you Dashboard
For visibility over all tasks, navigate to Main Menu > Tasks
This will bring you to the table view for Tasks where you can view all tasks, apply filters, adjust and edit existing tasks as well as create new tasks.
Navigate to Main Menu > Settings > Export Data to generate a CSV of all tasks