Submit and share your project

Submit your project for phase review

After all the required fields for the first phase of your project's methodology are complete, you can submit it for review. A phase review is required before you can mark the phase complete.


The following instructions show how to submit the project for phase review in the desktop app, but you can also submit a project for phase review in the web app. For more information, go to Review active projects.

  1. In the desktop app, in the upper right corner, select Submit / Review.
  2. Depending on your version of Engage, do the following.
    • Engage 6.3 and earlier: After the Project Workflow dialog box opens in the desktop app, ensure that all the required fields for the phase are complete, then select Submit for Review.
    • Engage 6.4 and later: After the Workflow page opens in the web app, ensure that all the required fields for the phase are complete, then select Submit to Steering Committee.
Engage saves and submits the project for review, then notifies only the review board members who are responsible for reviewing the current phase.

Check the review status

As you wait for the review board to review your project, you can check its status in the web app.

  1. Sign in to the web app. Use the email address and the password you created when you activated your Engage account.
  2. Select Workflow.
  3. Select the Active stage.
  4. From the My Ideas and Projects filter, choose Add Tool > My Ideas and Projects.
  5. From the list of projects you own, find the project you want to check, and select the expand icon to see the details.
  6. Under Phases, select the people icon to see who has reviewed your project so far.

Share your project

Share your projects to collaborate with team members and keep key stakeholders informed. Your workflow project is automatically shared with the members of its review board, but you can share your project with anyone who is part of your company's Engage subscription.

  1. Choose File > Share.
  2. Enter the name of the user you want to share the project with, choose their level of access to the project, and select Add. Repeat to add more users.

What's next

Now that you have submitted your project for phase review and shared it with other users, use the dashboard to see the progress of the overall deployment and how your specific project contributes.