Start a workflow project

Only a steering committee member can start a workflow project from the list of approved ideas in the hopper.

Before a steering committee member can start a workflow project, they must first select a methodology for the approved idea. Then, they can assign a new project owner, set up a review board, and enter phase due dates. After the steering committee member starts the project, it moves to the Active stage, and Engage notifies the project owner and the review board members.

  1. In the hopper, next to the approved idea, select expand .
  2. Next to Methodology, select Edit.
  3. In Assign to (on start), enter a user name or select Set to current owner. To change the current user, select , then enter a different user name.
  4. From Methodology, choose the methodology the team will use to execute the project. A methodology is the set of phases, reviews, and requirements the project must go through before it can be called complete. Engage creates a project using the template associated with the selected methodology.
  5. Under Review Board, enter the names of the users who will review the project at its various phases.
  6. Under Phases, enter due dates for any or all the phases. The project due date is the last chronological due date that you enter for any phase.
  7. Select Save.
  8. Select Start Project.
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