Start a workflow project

Only steering committee members can start a workflow project from the list of approved ideas in the hopper. If necessary, they can also create a Quick Start project to skip the first two phases of workflow.

In This Topic

Start a workflow project from an idea
Create a Quick Start project

Start a workflow project from an idea

Before a steering committee member can start a workflow project from an approved idea in the hopper 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.

In the hopper, next to the approved idea, select expand .
Next to Methodology, select Edit.
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.
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.
Under Review Board, enter the names of the users who will review the project at its various phases.
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.
Select Save.
Select Start Project. Engage creates an active project using the information entered in the previous steps and notifies the project owner.

Create a Quick Start project

Quick Start projects allow steering committee members to skip the first two stages of workflow and start projects that are ready to go in the Active stage.

If your subscription is configured to allow Quick Start projects, then steering committee members can start projects without having to submit an idea. When a steering committee member creates a Quick Start project, Engage creates a project and saves it to the Active stage where the steering committee member can start the project immediately.

For information on how to configure the subscription to allow Quick Start projects, go to Customize the Workflow page.

On the Workflow page, select Quick Start.
Enter a name for the project.
If your subscription has multiple steering committees, choose the one that controls the assignments for this project.
In Assign to (on start), enter a user name to assign a project owner. To change the current user, select , then enter a different user name.
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.
Under Review Board, enter the names of the users who will review the project at its various phases.
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.
Select Start Project. Engage creates an active project using the information you entered in the previous steps, notifies the project owner, and prompts you to open the new project in the desktop app.

Note

Before you submit a Quick Start project for review, open the project in the desktop app and complete all required fields, including any required fields in the Idea and Hopper stages.