Workflow provides an automated way to collect and vet project ideas, convert the best ideas to projects, and then advance those projects through phase reviews and approvals. Engage can be configured with or without workflow. If your company has configured Engage to operate with workflow, all official projects start as an approved project idea.
Data architects configure workflow and manage company-approved data fields and templates in the design center. If you are a data architect, go to Data architects and the design center.
When workflow is on, every project that starts as an idea is automatically included in the dashboard. If you have a project idea, you can create an idea and submit it using your company's official idea form. After you submit your idea, the appropriate steering committee is notified.
You can create and submit your idea from the web app or the desktop app.
After you submit your idea, the appropriate steering committee is notified. A steering committee is a group of users selected to evaluate and prioritize new ideas. If a steering committee member approves your idea, it automatically moves to the hopper. If the idea is rejected, its owner is notified and given the opportunity to resubmit it.
From the hopper, steering committee members evaluate and compare approved ideas and decide which ones to convert to projects. When a steering committee member decides to start a project, they select a methodology and assign a project owner. If you are selected as a project owner, you receive a notification containing a link to the official project.
After you complete a form or a tool, you can export it directly into Microsoft® Word and Microsoft® PowerPoint. Right-click the workspace and choose Send to Word or Send to PowerPoint.