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, every official project starts as an approved project idea.
Data architects configure workflow and manage company-approved data fields and templates from the Design page. If you are a data architect, go to Data architects and the Design page.
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, Engage notifies the appropriate steering committee.
You can create and submit your idea in the web app or the desktop app.
After you submit your idea, Engage notifies the appropriate steering committee. A steering committee is a group of users that evaluate and prioritize new ideas. If the steering committee approves your idea, it automatically moves to the hopper. If the idea is rejected, Engage notifies you, and you can modify and resubmit the idea.
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. Engage sends a notification to the project owner, and the notification includes a link to the project.
After you complete a form or a tool, you can export it directly into Microsoft® Word and Microsoft® PowerPoint. Right-click the workspace, then select Send to Microsoft® Word or Send to Microsoft® PowerPoint.